Your trusted partner in insurance, investments, and loans—offering expert advice, tailored solutions, and ongoing support for every stage of your financial journey.
At StepUp Advisory, we are more than just advisors — we are partners in your financial journey. Whether you’re looking to secure your family’s future through insurance or grow your wealth through smart investments, we provide expert, unbiased, and client-first solutions tailored just for you. Here’s why clients trust us:
We listen to your goals and create solutions just for you — no copy-paste stuff.
We explain everything in easy language, so you are not left with insurance jargons.
We work with many insurers and investment options to find what’s best for YOU.
We help you manage it all in one place.
From buying a plan to filing claims or reviewing investments, we’re here whenever you need us.
We use smart tools but keep the relationship personal and friendly.
We share tips and updates so you stay informed and confident. Follow our WhatsApp channel.
Let’s step up together and secure your future — reach out today!
At StepUp Advisory, we deliver trusted financial solutions that protect and grow your wealth.
We have a high client retention rate, built on long-term trust and personalized service, and blend expert insurance protection with smart investment strategies to secure your present and build your future.
We measure our success by the trust and results we deliver. From risk protection to wealth creation, our clients are living proof of what careful, personalized financial planning can achieve.
I started with zero knowledge. Today, I have a growing portfolio and peace of mind.
They helped us choose the perfect insurance policy for our family without overselling.
I want to express my heartfelt thanks to Mr. Rakshit Jhunjhunwala for his prompt and exceptional service in handling my car insurance. With just two days left before my insurance expired, I reached out to Rakshit, and he immediately analysed my existing policy. He made me aware that I wasn't covered for zero depreciation claims and took swift action to get it sorted.
I can confidently say that Step-Up Advisory is more than just an advisory service. I wholeheartedly recommend Step Up Advisory to anyone seeking not only cost- effective solutions but also a team of professionals who genuinely care about their clients' well-being. Thank you, Step Up Advisory, for your exceptional service and unwavering commitment to your clients!
मैं RAKSHIT की अनुशंसा करने में गर्व महसूस करूंगा और उनके साथ भविष्य में भी काम करने के लिए उत्सुक हूं। उनकी सेवाएं वास्तव में उत्कृष्ट हैं और में उनकी विशेषज्ञता पर पूरा भरोसा करता हूं।
No. We are fully independent, meaning our recommendations are 100% unbiased and tailored to your needs.
Our initial consultation is free.
There’s no fixed minimum — we believe everyone deserves good financial advice. Whether you’re just starting or already investing, we can help.
We provide advice on a wide range of insurance products, including life, health, motor, home, and business insurance to ensure your complete protection.
We perform a detailed needs analysis based on your financial situation, dependents, debts, and future goals to recommend the right coverage amount for you.
Absolutely. We offer insurance reviews to evaluate your existing coverage and suggest improvements or changes if needed.
We recommend an annual review or after any major life changes such as marriage, having children, buying a home, or changing jobs.
Medical costs are rising. Health insurance protects you from big hospital bills and gives peace of mind.
Maybe — some insurers require it if you’re above a certain age or have health conditions.
We advise on Mutual Funds, Fixed Deposits, Retirement Plans, P2P Lending and other investment vehicles tailored to your risk profile and goals.
All investments carry some risk, including market fluctuations. We help you understand and manage these risks through diversified portfolios suited to your risk tolerance.
We typically conduct portfolio reviews quarterly or semi-annually to ensure your investments remain aligned with your goals and market conditions.
Insurance protects your present financial security, while investments help build your future wealth. Most clients benefit from a balanced plan covering both.
Savings earn low interest. Investing helps you beat inflation and build long-term wealth.
All investments carry some risk, but we help you choose options that match your comfort level and goals.
We work with regulated and reputed investment platforms. Your risk is managed through diversification and planning.
Hospital stays, surgeries, tests, doctor visits, pre- and post-hospital care, and more — depending on the plan.
Things like cosmetic surgery, dental, pre-existing conditions (initially), or injuries from risky behavior may not be covered.
Yes, we offer a consolidated dashboard and advisor support to manage everything under one roof.
Absolutely. We provide timely alerts, policy reviews, and annual investment check-ins.
Call, email, or visit our office. We’re always here to help — online or offline
Whether you’re just getting started or looking to refine your current plan, we’ll help you make the next move with clarity and confidence. Let’s protect what matters — and build what’s next.
