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Team

BHARAT KUMAR BHARGAVA

BHARAT KUMAR BHARGAVA Chief Financial Advisor

Bharat Kumar Bhargava is the founder of SBS Financial Advisory. Bharat has got a vast experience in tax planning, investment advisory, accounting and financial related advisories to different companies and individuals as well.

Bharat comes with more than 35 years in PSUs as Internal Auditor at a senior level; he came up with the idea of financial literacy. The purpose of devising the entity of Step-by-Step Financial Advisory was to empower people by means of education for their personal & business finances. On that notion, SBS was born in 2010. His experience & expertise brings maturity to every day functioning and adds to the solidarity of SBS Financial. The team believes he brings the perfect mix of the old school investment thought and tactics to the new age team of SBS.

Bharat Kumar Bhargava holds an M.com Degree from University of Rajasthan and is a COST Accountant (I.C.W.A.)

 

Rashi Bhargava

Rashi Bhargava Financial Fitness Expert

Rashi is the new age entrepreneur who is on a mission to bring financial excellence through education and timely advice. Her idea of financial fitness is not merely money management but also attains financial freedom through right & informed wealth management solutions. Rashi believes in all-round development through money planning with a purpose of gaining financial fitness. All this is a part of Life Planning. Rashi envisions reaching out and helping her clients as a life planner to reduce the financial stress and correctly oriented financial goals.

Rashi completed her B.Com (H), PGD Tax Laws, PGDBM (Finance); AFP (Investment Planning) joined Step By Step Financial Advisory after a decade long career working for National Distributors like Kotak Securities, PNB Principal Financial Planners, Motilal Oswal Securities and Taurus Asset Management. Her career was equally divided between direct distribution and channel sales since 2003.

Like any startup story, SBS happened to Rashi, while she was busy fielding numerous requests for financial and sustainable investing advice from relatives and friends. Encouraged by her father she took the challenge to take up Step By Step Financial…Read More