We provide our clients with the best solutions in wealth creation and wealth management.
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality.
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
We have over 4 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
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We as Partner firm incorporated in the year 2015; and at present having 6000 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life. We are Financial Investment Advisory Services in Mumbai, Andheri, Goregaon, Malad, Gorai, Kandivali, Borivali, Dahisar, Bhayander, Mira Road, Charkop, Vasai, Naigaon, Navi Mumbai, Thane, Maharashtra, India.
Start Today!I am not well versed in finances, but SMA allows me to invest the way I want without having to learn and select everything myself. It automatically makes changes based on my age and preferences for risk. I spoke with advisors over the phone and they were incredibly helpful!
SMA always gives me good advice and alerts me when needed. I have difficulty picking which investments are most beneficial or which are risky. SMA has put together a plan for me that has been most successful.
The company is doing great. Their customer care is super. There is no problem having them as my Investment Advisor. They have influenced my decision positively and I want to remain one of their best customer.
SMA manages my pensions. I have found them to be very responsive to
my needs and helpful.