About Me

Who I am. What I believe. How I help.

Shashwat Bajpai - AMFI Registered Mutual Fund Distributor

Hi, I'm Shashwat Bajpai

I'm an MBA in Finance and an AMFI-Registered Mutual Fund Distributor. At SB Financial, I simplify money decisions for individuals and families.

I believe financial freedom isn't a dream — it’s a decision. I offer personalized strategies using SIPs, goal-based planning, and efficient portfolio structuring to turn your money into a meaningful future.

My Journey

Skills

✔ Financial Planning

✔ Portfolio Review

✔ Goal-Based Investing

Education

MBA (Finance), Certified Mutual Fund Advisor (AMFI)

Experience

2020–Present: Helped 100+ clients reach wealth milestones through smart financial strategies.