SBS Fin provides personal finance literacy and wealth management solutions in the most affordable and...
SBS Fin offers insurance solution through a third party insurance broking firm to complete the...
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
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.
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.
We understand your income and assess the proximity with your life goal.
We create a personalized wealth management plan and discuss the pros & cons with our clients.
We begin with the life plan to provide ‘financial freedom’ and share the way forward.
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
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
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
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
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
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
Director- Finance, Mogli Labs (India) Private Limited
Personal finance, as the name suggests, is the process of managing the finances of you and your family. This process includes all the elements related to cash management, such as...
Gold has always had a special significance amongst Indians for varied reasons such as for its auspicious sentiments, high emotional quotient, for its high perceived value. It’s even considered as...
As an investor, you might have often put in a lot of effort to build an investment portfolio. But have you considered reviewing it at periodic intervals? This step is...