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Our Story

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 was commissioned in 2010 as a financial services company to embark on a journey of financial wisdom with financial fitness as the destination.

SBS stands for Step by Step resonating our 3-step process of working with the you to impart financial literacy, work with you to invest your hard-earned money and finally, manage those investments while providing you monthly updates on the ‘health’ of those investments. We work on your profiles, understand your lifestyle and aim to make you financially fit through personalized goal planning and customizing our offerings.

Like our tagline says, we are here to ensure ‘Financial Fitness’ for all our clients & associates through financial wisdom and freedom. We work on your profiles, understand your lifestyle and aim to make you financially fit through customization in our offerings & personalized goal planning.

SBS Financials has collaborated with SEBI Registered Investment Advisors/Certified Financial Planners, lawyers and chartered accountants for providing the best of financial services – from financial &legal consulting for businesses to personal investments.