Tax Saving mutual fund advisor in Mumbai, Andheri, Goregaon, Malad, Gorai, Kandivali, Borivali, Dahisar, Bhayander, Mira Road, Charkop, Vasai, Naigaon

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.
At SMA Capital, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life. We have been serving and giving benefits to various clients in and around Mumbai and Suburbs cities i.e. Andheri, Goregaon, Malad, Gorai, Kandivali, Borivali, Dahisar, Bhayander, Mira Road, Charkop, Vasai, Naigaon, etc.

INTRODUCTION

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.

Why Choose Us?

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

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

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

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

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.

OUR TEAM

Mr. Manish Rane

Mr. Manish Rane is the National Sales Head for SMA Capital Distributor Network. One of the oldest in SMA, he has over 16 years of rich experience in the financial services industry. Mr. Manish is known for his deep understanding of the distribution practices and its challenges.

Ms. Vidya Shelar, Relationship Manager

Ms. Vidya is the Product Head for Zerodha Account Opening Team having joined SMA 2 years back after being an entrepreneur in the industry. With an experience of over 5 years, Vidya is the person with sound grip on the equity market.

OUR TIMELINE

2014 We started our journey on 01.04.2014 with great passion to make a change in people's lives.

2015 We had our first office at Kandivali, Mumbai the space we needed to do our thing, with greater passion.