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We know that you need ‘Financial Management’ help. Share the following details with us and we will get back to you within 2 working days.

We’re a group of professional money planners.

Our financial managers & advisors create personalized solutions for businesses & individuals. This is how we do it.
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We understand your income and assess the proximity with your life goal.

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We create a personalized wealth management plan and discuss the pros & cons with our clients.

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We begin with the life plan to provide ‘financial freedom’ and share the way forward.

Wealth Management

Wealth Management is the vast term we gave to our number of significant services. The ultimate goal for managing wealth is to create more out of it. To multiply the wealth our clients have and in the safest way.

We at SBS Financial advisory, ensure that each portfolio is as distinct as our clients and is further managed based of the investment goals as set during the goal planning sessions. We do not have packages as we customize and create the perfect fit for each one.

We personalize investment plans based on risk tolerance, investment goals, market environment and our worldview.
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Portfolio Management

Portfolio Management Services are hassle-free, transparent and customized services for savvy investors with large funds.

We have tied-up with leading Portfolio Management Services providers who are best in the business with successful track record.

Our portfolio managers conduct extensive research on markets to provide focused portfolios for the purposed investment objectives. SBS Clients & Investors will have an all-time access to track their portfolio. The portfolio management services are offered across – Equity and Debt.
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Mutual Funds

We follow a multi-disciplinary method of wealth management and mutual funds are a part of that. SBS Financial Advisory helps the clients in mutual fund distribution & management with proper guidance and personalized investment solutions.

We are aggregated financial advisory firm with all of the leading mutual fund providers. Our clients are provided with anytime access to their portfolios and regular reports are shared on a predefined frequency.
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Goal Based Planning

Goal Based Planning is a very specialized and personalized service of SBS Financial Advisory. This is further to facilitate our mission which is to help people in attaining ‘Financial Fitness’ through education & empowerment.

Just like each one of us are unique, with unique needs, wants and aspirations, our financial goals too are unique, tangible short, intermediate and long term. Goal based planning helps us to have greater clarity of our goals and accordingly prioritize them. We are in more control of our lives and have increased confidence in making investment related decisions.

You can start goal planning right here by getting in touch with our fitness expert.
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Estate Planning

“The primary goal of Estate Planning is ensuring that the Estate of the individual passes to the Estate owner’s intended beneficiaries.”

Estate Planning is the process of arranging and planning your succession and financial affairs. Estate Planning Services ensure the management of your Estate during and beyond your lifetime and plan your legacy.

Estate includes cash, property, income from property, shares, jewellery, insurance policies, PFs, FDs, recurring deposits etc. SBS Financial advisory have got strategic alliance with our domain partners who specializes in the area of Estate Planning.
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1250 Successful Cases
28 Workshops
116 Happy Clients
128 Portfolios

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Happy Clients

  • Our association with Rashi, dates back to 2004, back then, she was a part of a large financial service provider...what struck us then was her ability to be a part of an organization and yet maintain the personal connection Read More
    Rajiv Narula
    Rajiv Narula

    Director – Solution Sales, Microsoft India Pvt Ltd

  • We approached Step By Step Financial Advisory because we wanted to have effective financial planning for our firm surpluses. SBS helped us understand products for our short to long term requirements. The result was that we feel
    Read More
    Saumya
    Saumya

    Partner, Mad Sam Tin Zin

  • I have known Rashi Bhargava for more than a decade , been investing on her recommendations in direct equity since 2007 and with her firm – Step By Step Financial Advisory since its inception. During this period, I have
    Read More
    Manmeet Singh Jolly
    Manmeet Singh Jolly

    Director, Jolly Farm Fresh

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