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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
Read MoreManmeet 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
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 MoreRajiv 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 MoreShweta Hingorani
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
Read MoreSarika 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 MoreShuchita Gupta
Director- Finance, Mogli Labs (India) Private Limited