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Goal-based Planning
Create financial plans tailored to your life goals and timelines.
Plan Smarter. Grow Confidently.
Goal-based financial planning made simple for India.
Coming Soon
About SteppiFi
SteppiFi Finance is a goal-based financial planning platform for Indian users. We help individuals plan, track, and achieve life goals through smart financial planning, mutual fund guidance, insurance awareness, and future-ready digital tools. We do NOT store user money; we focus on planning, education, and compliant integrations.
Who it's for
Young professionals, first-time investors, and salaried individuals who want structured financial planning and clarity.
Why we exist
To make financial planning transparent, compliant, and accessible — enabling confident money decisions.
What We Help You With
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Mutual Fund Insights
AMFI-compliant mutual fund guidance and portfolio distribution insights.
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Insurance Awareness
IRDA-aligned guidance to help you choose the right protections for your goals.
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Smart Dashboards
Track progress, adjust plans, and visualize milestones simply.
How SteppiFi Works
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Set your life goals
Define what you want to achieve — home, child education, retirement, travel.
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Get a personalized plan
We suggest allocations, timelines, and products aligned with your goals.
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Track progress
Monitor progress, adapt plans, and stay on track with alerts and visual dashboards.
Get Early Access
Your financial journey deserves clarity. SteppiFi Finance is coming soon — stay tuned.
Coming Soon
Trust & Compliance
AMFI-compliant mutual fund distribution • IRDA-aligned insurance guidance • Secure integrations (UPI, payment aggregators). We never directly hold customer funds.