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S22, second floor, Gurukripa complex Bhopal - 462011
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Our Working Hours
Mon - Sat: 8 am - 6 pm
19
First STep
Years of Experience — Better Strategy With Quality Business
FIRSTSTEP ASSET DISTRIBUTION PRIVATE LIMITED is a one-stop solution to all your financial needs. It is an emerging enterprise working towards providing investment solutions and other financial services. With a dedicated team of highly experienced professionals, we strive to provide the best financial solutions to individuals, families and businesses.
About UsOur Services
About first Step
What We Provide
Personalized Financial Guidance
Every investor is different. We take time to understand your goals, risk appetite, and timelines, and tailor portfolios that align perfectly with your needs.
Goal-Oriented Approach
Whether it’s retirement planning, children’s education, wealth creation, or tax-saving — we map investments to your specific life goals for measurable results.
Certified and Trusted Team
Led by certified goal planners and financial experts, our team combines professional qualifications with real-world market knowledge for sound advice.
Transparent and Technology-Driven
Enjoy real-time access to your investments through secure digital platforms, detailed reports, and transparent processes — with zero hidden costs.
Long-Term Relationship Focus
We’re not just here for transactions. We build enduring partnerships with our clients through regular reviews, portfolio optimization, and proactive communication.
Our Process
At firststep, we specialize in providing expert mutual fund distribution services tailored to the diverse financial goals of investors across India. With a client-first approach, deep market experience, and robust research-backed tools, we help investors make informed and confident investment decisions.
Mutual Fund Distribution
- Direct access to leading AMCs across equity, debt, and hybrid funds
- SIP, Lumpsum, STP, SWP strategies
- Paperless onboarding & transaction platforms
Portfolio Review & Rebalancing
- Quarterly portfolio health checks
- Goal-based alignment and asset allocation advice
Goal Planning
- Retirement, education, wealth creation, and tax planning solutions
- Customized MF baskets for each life stage
Research Support
- Fund screening, comparison tools, and timely insights
- Risk profiling and suitable product mapping
- Paperless onboarding & transaction platforms
Client Support & Reporting
- 24/7 access to investment dashboard
- Real-time reports, capital gains statements, and more
- Paperless onboarding & transaction platforms
Why Choose Us
years of market expertise
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Certified goal planners & SEBI-registered partners
Trusted investors & families
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Data-driven insights with a human touch
Your Wealth Journey Begins Here — Get the App
testimonials
What Our Loving
Partner Saying
Exceptional service! Firststep Asset Distribution Private Limited guided me through the estate planning process with professionalism and expertise. Highly satisfied.
Mohan Singh
Thanks to Firststep Asset Distribution Private Limited , my estate planning was seamless. They made complex decisions easy and stress-free. Highly recommend!
Komal Singh
I’m grateful for the thorough guidance I received from Firststep Asset Distribution Private Limited . They truly care about securing your future.
Lokesh Mathur
Expert advice and personalized service. Firststep Asset Distribution Private Limited made estate planning easy and helped protect my family's legacy.
Kunal SIngh
Professional, knowledgeable, and trustworthy. Firststep Asset Distribution Private Limited helped me make the right decisions for my estate planning needs.