An Assurance Towards
A Promising Tomorrow
We are a dedicated financial services firm committed to delivering trusted advice and tailored, sophisticated strategies for individuals and IT Professionals. Our founding vision was to empower IT Professionals to achieve financial freedom and stress-free income streams in retirement. With unparalleled resources and expertise, our team is dedicated to helping you uncover opportunities and possibilities. We believe in fearless conversations, challenging ourselves and our clients to think clearly and critically. We care about what matters most to you, from everyday needs to big aspirations. Together, we'll create a roadmap to help you achieve your goals. Our comprehensive approach considers every aspect of your financial life, from near-term cash flow to long-term generational and philanthropic concerns. We leave no stone unturned in our deliberation and focus, ensuring you receive personalized guidance and expert advice every step of the way.
Swati Bassi
MBA, FCSI®, CAMS, CHS
Director
Our capabilities have been developed through patience and strength. Whether your vision or lifestyle is local or global, we can help create the future you desire. We offer you the simplicity of a single point of contact, an advisor you select and trust, backed by a sophisticated team of experts.
KBB Consulting's sole aim is to help the clients in creating wealth and to simplify their finance. We want to give the right piece of advise with correct knowledge and research so that you are safe. With our high level of service at your doorstep, you can believe in us and trust us with closed eyes that we would give you the right information and the right plan for you to invest your money in. We move ahead with our work so that you get the best at a low price,setting a benchmark for financial advisory.
Swati began her career in the financial industry 10+ years ago with a vision to serve the needs of high-net-worth and affluent individuals, families and businesses by creating financial solution that is tailored to fit unique, individual and often complex needs.
Swati completed her B.Comm from Punjab university , India and MBA with a major in finance from ICFAI university , India. She is a Certified health and insurance specialist , CHS and Amongst many certifications like CSC, PFPC ( professional financial planning course ) , she also hold's the CAMS designation ( anti money laundering specialist ) and is a certified retirement strategist. After demonstrating exceptional competence in technical knowledge , she has now attained FCSI
(Fellow of CSI).
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