“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 depended on her entirely for any information or advice regarding investing in mutual funds, not only of my own savings, but those of my family members as well. All these years, she has seen to it that my investments have not only grown, but have grown profitably.
This near decade long confidence I have had in Rashi has been because of uncompromising integrity and honesty in her investment advice. Rashi and her firm consider one’s overall financial portfolio and create a sustainable investment strategy, which they then adjust based on individual need and macroeconomic situation. The firm is regular in sharing portfolio updates and provides operational convenience to its clients.
I would recommend her firm to one and all – individuals / corporate / HUFs /Entrepreneurs.”
-Manmeet Singh Jolly, Director – Jolly Farm Fresh
“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 confident and more financially savvy than before. We got to know Mutual Fund Liquid Funds are better cash management tool. One thing we liked about SBS was their emphasis on financial literacy and stressing on importance of taking informed decisions. We found the entire experience of investments seamless and pain free. We would recommend SBS to people who are looking in for sound advice.”
-Saumya, Partner – Mad Sam Tin Zin
“I have known Rashi Bhargava since 2003 when I started investing in mutual funds through her in small amounts. I had little knowledge of how the equity market worked. Rashi walked me through the intricacies of the financial world and made me invest in funds through Systematic Investment mode which over the years have created wealth for me. Her level of commitment and pleasant behavior is impressive.
I am equally impressed with the quality of service provided by the staff at SBS. They seemed to have been trained well and I get the same of professional efficiency and courtesy that I have always been getting from Rashi. I have no hesitation in recommending the services of SBS to anyone.”
-Rajender Soni, Director – Dalmia Health Care Private Limited
“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, also her focus on providing customized solution for individual clients.
Over the years she has been a part of many other financial organizations in different capacities and we have trusted her with managing our portfolios all through…and it has been a wonderful experience.
In hindsight, one thing that we clearly remember, is that, she strongly advised us on the long term benefits of SIP way ahead in time, that is, at a time, when none of the other financial solutions providers were too gung-ho about it…now it seems the mantra for all!
We wish success to her new endeavor! Good luck !”
-Rajiv Narula, Director – Solution Sales, Microsoft India Pvt Ltd.