Our Services

We provide our clients with the best solutions in wealth creation and wealth management.

Zerodha - New Account Opening

Zerodha

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Mutual Fund Advisory Services

Mutual Fund

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TIN Facilication Centre - NSDL

TIN Facilitation Centre - NSDL

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About Us

A reputed name for comprehensive financial advisory and product distribution services

At, SMA Capital our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

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Why Choose Us?

Client Centric Approach

Client Centric Approach

All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket

Rich Product Basket

We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

Focuss on Customer Satisfaction

Focuss on Customer Satisfaction

We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality.

Value Added Services

Value Added Services

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.

Right Experience & Skills

Right Experience & Skills

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.

Driven by Passion

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.

4+ Years of Experience

100+

Years of Experience

6000 Satisfied Clients

10

Satisfied Clients

50+ Crorepatis

10+

Crorepatis

3 Awards

100

Awards

We Support your Financial Interest

We Support your Financial Interest

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.

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What People Say

Our Clients

Sameer Pradhan, Branch Manager, Yes Bank
Sameer Pradhan

Branch ManagerYes Bank

Swapnil Patil, Director, Netpro Infotech Pvt. Ltd.
Swapnil Patil

Director Netpro Infotech Pvt. Ltd.

Sameer Raje, Senior Software Enginner, Tata Consultancy Services
Sameer Raje

Senior Software Engineer Tata Consultancy Services

Hruta Kolgaonkar, Administrative Officer, Patkar College
Hruta Kolgaonkar

Administrative Officer Patkar College

Rajesh Shinde, Station Officer, Mumbai Fire Brigade
Rajesh Shinde

Station Officer Mumbai Fire Brigade

Sachin Vaidya, Partner, Sparrow Film Production Pvt. Ltd.
Sachin Vaidya

Partner Sparrow Film Production PVT LTD

Laxman Sutar, Owner, MS Infotech
Laxman Sutar

OwnerMS Infotech

Raghvendra Kulkarni, CA, Raghvendra Kulkarni & Associates
Raghvendra Kulkarni

CA Raghavendra Kulkarni & Associates

Santosh Parab, owner, Parab Creations
Santosh Parab

Owner Parab Creations

Sameer Dubbewar, Owner, Ankush Computers
Sameer Dubbewar

Owner Ankush Computers

Jitesh More, Development Office, Aditya Birla Sun Life Insurance
Jitesh More

Development Officer Aditya Birla Sun Life Insurance

Suresh Saliunkhe, Retired
Suresh Salunkhe

Retired

Arvind Shreyan, Trader, Self Employed
Arvind Shreyan

Trader Self Employed

Gitesh Kuramhatti, HR Manager, Perfect Placement Solutions Ltd.
Gitesh Kurambhatti

HR Manager Perfect Placement Solution Ltd.

Kanika Mehta, House Wife
Kanika Mehta

House Wife

Ketan Sarda, Retired, Self Employed
Ketan Sarda

Retired Self Employed

Laxman Dabolkar, CA, AFTS Solution & Management
Laxman Dabholkar

CA AFTS Solution & Management

Mahendra Vishwas, IT Professional, Flipkart
Mahedra Vishwas

IT Professional Flipkart

Ramnik Dave, Retired, Self Employed
Ramnik Dave

Retired Self Employed

Rohit Borade, IT Professional, Hexaware
Rohit Borade

IT Professional Hexaware

Vinit Thakur, HR Executive, Mahindra and Mahindra
Vinit Thakur

HR Executive Mahindra and Mahindra

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