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Rashi Bhargava (Financial Fitness Expert)

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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 Advisory to the next level in the year 2013. It is under her vision & philosophy that SBS Financial Advisory evolved and emerged as a more powerful & confidant entity in the year 2015-16.

READ MORE about our Financial Fitness Expert.

An entrepreneur knows that entrepreneurship is about Learning, Unlearning & Re-learning. Rashi too decided to evolve generously and learn constantly. Some of her certifications include:

Seven Stages of Money Maturity (The Kinder Institute of Life Planning)

Chartered Financial Goal Planner Certification (American Academy of Financial Management India)

NISM-Series V-A Mutual Fund Distributors Certification Examination

V Skills Certification Exam in Real Estate

Rashi’s work goal is: to help her clients achieve financial freedom and to be a positive influence in their lives and in the world. She brings a relaxed, approachable style and a wonderful sense of humor to her work as a financial planner.

A strong contributor to the community and the environment, Rashi has volunteered with GECIS Elfun and is presently volunteering with Greenpeace since May 2013. Rashi apart from being passionate about her work and various social causes, she loves to spend her free time in solitude of nature, walking and exploring the world with her camera. She is an avid reader; her personal collection of 4000 plus books consist different genres and categories.

Apart from this she is a keen learner who believes in living life through learning different things. She has taken ‘Financial Education for Life Planning’ workshops across corporate and for individual groups. The very idea is to equip people financially so that they attain – the right fit for a happy life.

Currently when she is not managing finances, she is may be attending a drum class, seeing life through a photography lens or learning digital marketing or exploring Buddhism.

You can connect to Rashi on here: LINKEDIN

Or write to rashi.bhargava@sbsfin.com , for Financial Planning, Consulting or a Workshop.