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Plan, Then DoFinancial Fitness

SBS Fin provides personal finance literacy and wealth management solutions in the most affordable and...

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Small TacticsFinance Essentials

SBS Fin offers insurance solution through a third party insurance broking firm to complete the...

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Proof, Not PromisesFinancial Wellness

Our Financial Wellness Programs are holistic and customized as per the audiences. SBS Fin offers...

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Growing with our client'sAbout us

SBS Financial Advisory believes in financial management to be attained through planning. Our primary intent is to empower our clients financially through right planning, diverse portfolio’s and financial literacy.

We act as a ‘Financial Coach’ to the urbane professionals who are independent, ambitious go getters requiring direction in how to make their money work. Clients such as Senior and Mid- Level Executives, self employed tax payers, NRI’s, HNIs, family businesses and corporate goers who are informed and independent but lack financial knowledge or not able to find ‘time’ to manage their finances come to us for financial expertise and direction.

Financial fitness is not pipe dream or a state of mind it’s a reality if you are willing to pursue it and embrace it. ― Will Robinson

Review time with Rashi

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You're in good companyMission

SBS Fin itself, is a mission to touch and empower lives by handholding them on the path of financial fitness through wealth organization and management.

Vision

To be a trustworthy, organized and dependable entity in the wealth management sector that expands the life horizons of investors through accomplished services in financial fitness products and essentials like insurance.

SBS Financial AdvisoryFinancial Fitness Advice for Women

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Successful Cases

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Workshops

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Happy Clients

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Portfolios

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TestimonialsOur Client Say

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

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

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

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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
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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

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
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Shuchita Gupta

Director- Finance, Mogli Labs (India) Private Limited

Our Latest Newssbsfin Blog Posts

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Fiscal Health and Mental Wealth
Dr Divya Parashar April 29, 2020

Isn’t it curious how the word valuable means different things in different contexts?  This past month of the lockdown has made me reflect on what truly is valuable to me....

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Critical Illness Insurance – Cover & Benefits
admin March 31, 2020

In midst of lockdown getting bored one of my close friends called up to check with me if Critical Illness cover is same as Mediclaim. She had heard one of...

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STRIKE A BALANCE BETWEEN WANTS AND NEEDS FOR A HEALTHY FINANCIAL LIFE
admin February 27, 2020

When chalking out a monthly or quarterly budget, it’s important to consider what you spend your money on. Financial planning begins with how you spend your money “wisely” and for...

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Our Happy Clients Clients We Deal

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