About Me

Hi, I'm Shashwat Bajpai an MBA in Finance and an AMFI-registered Mutual Fund Distributor. At SB Finances, I help individuals and families make smart investment decisions through options like Systematic Investment Plans (SIPs), Lump Sum Investments, and other strategic financial tools. I believe that financial freedom isn’t just a dream — it’s a goal you can reach with the right planning, tools, and mindset. My approach is practical, personalized, and always aligned with your life goals.Let’s make your money work smarter.

  • Financial Expertise
  • Effective Portfolio Reviewing
  • Investment Knowledge
  • Master's in Business Adminsitration (MBA)
    Finance
  • 2020-Current
    Working as a Mutual Fund Distributor
    During this I've worked with numerous clients and help them succesfully achieve their financial goals and increase their wealth.

Services

Investment Planning

We help you craft a personalized investment roadmap, focusing on mutual funds, SIPs, and long-term wealth strategies. Whether you're building assets or planning for retirement, our goal is to align investments with your financial objectives.

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Portfolio Review

Your investments deserve regular health checks. We analyze your existing portfolio to identify underperforming assets, rebalance allocations, and suggest better alternatives. This service ensures your portfolio stays aligned with your financial goals.

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Financial Consulting

Receive tailored financial advice to manage income, expenses, and savings effectively. From budgeting strategies to setting achievable financial goals, we guide you in making informed decisions. Ideal for individuals and families aiming for financial discipline, debt management, and long-term security

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Popular Investements

Drowsiness Detection System

This detects weather person is sleepy or not. It also alerts the user if found sleepy.

Online Quizzing Website

This website provide the users with quizzing questions and also provides the study material.

Shopping Portal

It helps you shopping from the comfort of your house.

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Client Feedback

Excellent Advice

"They helped me understand mutual funds like never before. Clear, concise, and extremely helpful!"

- Priya S.

Trustworthy Guidance

"I’ve doubled my savings just by following their personalized financial plans."

- Arjun M.

Professional & Friendly

"Their support is incredible. I finally feel in control of my finances."

- Ritu D.

Contact Me

sbfinancial03@gmail.com

+919044796693

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