Welcome To futuresteps
A reputed name for comprehensive financial and product distribution services.
We, as a partner of NJ Wealth, incorporated in the year 2015 and at present have 800 plus satisfied clients. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
Vision: – “To Make People Wealthy”
Aim to Offer Professional Investment Management, Ensuring Optimal Asset Allocation & Diversification Through Mutual funds.
Misson :
To Protect the Interests of Investors.
To Undertake Nationwide Investor Awareness Programmes, to Inform and Educate Existing & Prospective Investors About Mutual Fund & to Educate the Concept of How to Work the Equity Market and Equity Market Related Instruments.
To adopt the Best Practices in the Financial Industry to Act as a Competitive, client-friendly, and Oriented Organization Delivering Financial products and Services to the Satisfaction of All Customers.
Core Values :
Our Core Values Guide the Decisions We Make and the Actions We Take.
Accountability :
We Take Responsibility for the Financial, Social, and Economic Impacts of Our Decisions and Actions and Disclose Our Performance in a Transparent Manner. We Honour the Trust Placed in Us by the Customers by Taking Care of Their Financial Needs.
Professionalism :
We Consistently Produce Better Results and Sound Judgment in Standards and Service. We ensure to do the Right Thing by Being Transparent, honest, and Ethical in All We Do. We Deepen Our Relationship With the Customers by Providing Remarkable Services.
Team Work :
We Are a Highly Skilled, Dedicated, and Diverse Workforce That is Empowered to Achieve Outstanding Results. We Operate With Honesty, Integrity, and the Highest of Ethical Standards Without Exception.
Success :
We Believe That Achieving Complete Customer Satisfaction Through Service Excellence is the Key to Our Success. We Focus on Achieving Results That Add the Best Possible Value for All Our Customers.
Why Us
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Assisting clients in fulfilling their needs.
Our Team
He is a Science Graduate. He Had an Illustrious Career of Over Three Decades in the Financial Services Industry Majority Part of Which Was in Life Insurance and Mutual funds.
A Veteran in Financial Services.
Axis Max Life Insurance Co. (Formely Known as Max Life Insurance Co.) (2003-2009)
As an Agent Advisor Role.
Between 2010-2015, He Was :
Aditya Birla Sunlife Insurance Co. As a Business Development Manager.
SBI Life Insurance Co. As Senior Business Development Manager.
Mr Hemant Sonar is the Founder and Executive Chairman of Futuresteps. This Company is in its 11th Year of Operations With 800+ satisfied Customers.
Mr Hemant Sonar firmly believes that Mutual Fund Distribution is a very noble profession & I vow to Serve My Clients Till My Last Breath to leave a Lasting Legacy. I Have Involved My Daughter in My Business as a Co-founder.
MBA in Event Management From NAEMD Ahmedabad. Rich Experience From One Decade in the Financial Services Mutual Fund, PMS, and LAS.
Mrs. Bhavini Patel (Sonar) is known for her deep Understanding of distribution practices and Their Challenges. Fully Visionary Lady, Bold and Aggressive. She educates people on financial Planning and how to reach Financial goals with the Help of Mutual Funds and Other Financial Instruments.
Bhavini Firmly Believe There’s No Greater Investment in Life Than in Being a People Builder. Relationships are More Important Than Our Accomplishments.
