Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


Step by Step Financial Advisory

linklinkedinfacebooktwitter

step by step financial advisory is a wealth management and investment advisory firm set up by entrepreneurs with expertise in investment advisory services. the pedigree of the team at step by step is a combination of certified financial planners (cfp), cost accountants (icwa) and mba graduates. our team spanning a decade has provided investment advisory services to clients such as nri’s, hnis, senior and middle level executives and entrepreneurs. our vast experience and background assures a high degree of trust, personalized service and confidentiality.

Headquarters:
Ghaziabad, Uttar Pradesh, India
Industry:
Financial Services
Founded:
2010
Employees:
1
Annual Revenue:
-

Type: Private
Ticker: -
India 1
Portfolio ManagementFinancial FitnessMutual Fund InvestmentsInsurance & Health CorpusInvestment PlanningFinancial Goal SettingWealth ConsultingRisk Consulting
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Step by Step Financial Advisory

Let us help answer the most common questions you might have.

Where is Step by Step Financial Advisory located?

angle left

Step by Step Financial Advisory's headquarters is located at Ghaziabad, Uttar Pradesh, India

What is Step by Step Financial Advisory's official website?

angle left

Step by Step Financial Advisory's official website is sbsfin.com

What is Step by Step Financial Advisory's SIC code?

angle left
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Step by Step Financial Advisory's NAICS code?

angle left
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Step by Step Financial Advisory have?

angle left

Step by Step Financial Advisory has 1 employee

What industry does Step by Step Financial Advisory belong to?

angle left

Step by Step Financial Advisory is in the industry of: Financial Services

What are Step by Step Financial Advisory's social media links?

angle left

Step by Step Financial Advisory Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

From Our Blog