Plan Smart, Invest Smarter

SB Financial | Guided by Shashwat Bajpai

Partnered with India's leading AMCs

SBI Mutual Fund
HDFC Mutual Fund
Bandhan Mutual Fund
Kotak Mahindra Mutual Fund
Nippon India Mutual Fund
UTI Mutual Fund
Aditya Birla Mutual Fund
DSP Mutual Fund
Tata Mutual Fund
Parag Parikh Mutual Fund
ICICI Prudential Mutual Fund

What We Offer

Goal-Based Planning

Tailored financial roadmaps that align with your dreams and goals.

SIP & Mutual Funds

Smart, consistent investments that grow your wealth steadily.

One-on-One Guidance

Work directly with Shashwat Bajpai to get expert personalized insights.

The Process

How it works

Getting started is simple. Four steps to a smarter financial future.

01
📞

Book Free Consultation

Schedule a free 15-minute call with Shashwat — no paperwork, no commitment.

02
🎯

Understand Your Goals

We deep-dive into your income, expenses, risk appetite, and life goals.

03
📋

Build Investment Plan

Receive a personalised, step-by-step investment plan tailored just for you.

04
🚀

Start Investing

Execute your plan with ongoing support and regular portfolio check-ins.

What Our Clients Say

Client 1

"Shashwat’s advice changed the way I look at money. His plans are simple yet powerful."

Rohit Verma

Entrepreneur
Client 2

"I started with zero knowledge about SIPs. Now I invest confidently every month."

Sneha Kapoor

Marketing Manager
Client 3

"SB Financial helped me organize my finances like never before. Highly recommended!"

Aditya Nair

Software Engineer

Start Your Financial Journey Today!

Let us help you take the first step toward financial freedom.

Get in Touch