An Assurance Towards
A Promising Tomorrow
KBB Consulting was started with a vision to help IT Professionals succeed by attaining financial freedom and by generating stress free income streams for retirement. Our team has unparalleled resources to help you identify opportunities and possibilities. Our relationship begins with fearless conversations. We challenge ourselves and we’ll challenge you to think clearly. From everyday needs to big aspirations, what matters to you? We'll map out what it will take to get there. Our recommendation encompasses your entire spectrum of interests, from near term cash flow to generational & philanthropic concerns. No attribute of your financial life escapes our deliberation and focus.
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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