Wealth Management


Successful Wealth management is an ever changing ideal. It demands an in-depth consultative process that delivers customized solutions across the broad array of financial needs as well as asset classes. We believe that every client is different and view their situation as unique before embarking on the journey to create a roadmap in order to achieve the predefined goals.. Its not just about timing your investments, its also about how much time you give them.

Don’t let short term hiccups and the ups and downs of business cycles come between you and your wealth creation.
Wealth Management is an ongoing process and our commitment to your wealth creation.

A few steps with us can take you there:
»  Client Profiling & Segmentation
»  Asset Allocation
»  Review of existing portfolio
»  Implementing/Optimising Asset Allocation
»  Investment Proposal
»  Execution
»  Monitoring & Updation
»  Periodic Portfolio Restructuring

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.

AMFI Registered Mutual Fund Distributor | ARN-107743 | Initial Registration: 05/01/2016 | Current Validity: 04/01/2025
SEBI REGISTERED INVESTMENT ADVISOR | REG. NO. -INA000016223 | BSE ENLISTMENT NO: 1045 | Validity: 07/10/2021 to perpetual
ODR Portal can be accessed via the following link - https://smartodr.in

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