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Wealth Management

Wealth management is offered as a professional service which includes financial planning, investment, accounting and tax-related advice and help. It covers detailing required for retirement planning as well as planning for finances for everyday life including travel bucket lists, health and house, and also planning for your children and parents. Different clients work with a single wealth manager who provides necessary advice and input to clients on investment planning and different financial decisions.

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Risk Management

Risks in life are inevitable and it is only wise to control them to get the desired outcome of our hard work. In order to move forward as a community, one needs to take a certain amount of risk to progress and research various possibilities for better outcomes. As a fast growing society, we need to minimize the potential risks to flourish further at a faster rate. Thus, risk management is to analyze, understand and address those risks to achieve our objectives. Risk management has become an integrated part of most of the organizations and industries. Enterprise Risk Management (ERM) is one such integrated program which helps the organizations to manage and minimize the potential risks and help them make more progress with these techniques in place.

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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

A good plan makes the actual task completion a better and easy job if it has been done right. We all can agree that goal based planning is not something which can be achieved academically and one needs to be really organized and determined to do so. Goal based planning helps you determine different aspects and difficulties which you might encounter on the way. If you know how to invest your money, the risks involved in it, and necessary measures you may need, then obviously the outcome will be as per your desires. On the other hand if you blindly follow a person or an organization without meticulously planning about it, then chances are you might be at loss. Thus, goal based planning not only help you get a better outcome of your work but also makes the whole process enjoyable.
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Estate Planning

A financial plan is well prepared so that the important goals of an individual or family are achieved in a premeditated manner, through skilled & appropriate use of resources. In financial planning, the available resources, as time passes, are assigned to meet up with the goals, in the required time frame.

We do arrange for retirement life as well and ensure that the old age period is well funded – so that one can live comfortably, have sufficient funds to invest on travel or other goals, allocate money for their children and grandchildren, and follow any philanthropic goals he/she might have.

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Free Consultation

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.

1250 Successful Cases
28 Workshops
116 Happy Clients
128 Portfolios

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Happy Clients

  • 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
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    Manmeet Singh Jolly
    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
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    Saumya
    Saumya

    Partner, Mad Sam Tin Zin

  • 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

  • I have been engaging with SBS, i.e. Rashi Bhargava, for the last couple of years. My experience has been excellent – I have found Rashi to be extremely proactive, responsible, accessible, well-organised and methodical, apart from being very positive Read More
    Shweta Hingorani
    Shweta Hingorani

    Client

  • Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Fitness Coach. Rashi has this... Her dedication to clients, business excellence and education sets her apart and
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    Sarika Prasad
    Sarika Prasad

    VP-Legal,Kotak Mahindra Bank

  • I am absolutely delighted with SBS service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. Extra initiatives like regular messages to educate
    Read More
    Shuchita Gupta
    Shuchita Gupta

    Director- Finance, Mogli Labs (India) Private Limited

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