Financial Advisor
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.
Skills
Education
Experience
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.
Learn moreYour 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.
Learn moreReceive 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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