Our Team

Good things happen when people move towards their dreams. Opportunities appear, we grab them, we work towards them &then they become reality – is what exactly happened with our founder – Mr. V. D. Sudame.
He started his journey in the year2014with an ideology to bring sustainable change, a pedagogy based on financial literacy using technology. His purpose is to educate everyone about economic and financial empowerment. Being an ex-LIC –Deputy Zonal Manager, he brings on table rich experience of 40+ years in Finance, Marketing, IT and Administration. He has spent the longest time of his professional tenure in Finance & Marketing. He has come a long way in the last 7 years with a client base of 500+ delighted Individuals and we are proud to say that our relationships are running into the second generation.
His promise to his clients – current and future – is to be a confidant, a strategist and an expert source of information to elevate you to your best financial self.

For a father and daughter relationship to work, she says “it really does depend” on their underlying relationship, and that their skills complement each other – “If he has the knowledge and experience – She brings in energy, enthusiasm, and ideas, which make it work for us”.
Being Lawyer by education, she worked as a Legal Advisor at a few renowned companies of India and lastly at a MNC for few years. One day while she was talking to her – mentor – he made a poignant statement that “You attract what you are and not what you want, if you want great then be GREAT” – She kept this in mind when she decided to join her father.
And almost immediately she began to get calls from professional like her who want financial independence but don’t know where to start. Voila!! Anentrepreneur was born.

Being a home-maker for more than 4 decades – she decided to step out of her comfort zone. While she enjoyed her journey of being a home maker, but she never agreed to the limitation of that idea. She was always up to do something for the society, she strongly believed in the financial independence of the woman like her and being an opportunist – she immediately grabbed this opportunity and started her career at the age where other’s stop. Her determination, dedication and high integrity are the strong pillars of the SB Financial Wellness.
In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial wishes.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
SB FINANCIAL WELLNESS LLP | AMFI Registered Mutual Fund Distributor | ARN-334165 | Initial Date of Registration: 10-Jul-2025 | Validity: 09-Jul-2028
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