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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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1560 Pledges

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Growing with our client'sAbout us

SBS Fin 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.

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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 – SBS Fin Advisory since its inception. During this period, I have
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Manmeet Singh Jolly

Director, Jolly Farm Fresh

We approached SBS Fin 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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Timing vs. Procrastination: The Hidden Risks of Delayed Investment Decisions
Rashi Bhargava November 21, 2023

Procrastination can have serious implications, particularly when it comes to financial decisions such as investing. In the world of investments, timing is everything, and postponing decisions may result in missed...

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The Temptation of Buy Now, Pay Later Schemes
Rashi Bhargava October 26, 2023

Diwali, the festival of lights, is just around the corner, and it's that time of the year when the streets are adorned with colorful lights, homes are decorated with intricate...

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Financial Harmony in Marriage The Key to a Blissful Partnership
Rashi Bhargava September 25, 2023

Today, while speaking with a prospective client about her money discussions with her spouse, the conversation led me to a client meeting in 2018.It was a referral from a current...

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Our Happy Clients Clients We Deal

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