Mutual Fund Advisor in Mumbai, Andheri, Goregaon, Malad, Gorai, Kandivali, Borivali, Dahisar, Bhayander, Mira Road, Charkop, Vasai, Naigaon, Navi Mumbai, Thane, Maharashtra, India

Mutual Fund

Buy sell Mutual Funds

We are registered Mutual Fund Advisor with successful history of providing comprehensive financial planning for retirement, child education, estate, Goal Based investment and risk management. Possess in depth knowledge of industry products, services and best practices.
Call - 9833081819

We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.

Register with us and start investing online to all leading Fund Houses.

PMS Services ( Portfolio Management Services)

Direct equity investors are often seen disappointed with the performance of their portfolios, as human emotions of greed and fear makes them commit errors. Also, all equity investments require regular monitoring for cleaning up holdings that become junk with time, hence it is a time-consuming activity. All these reasons and more, make ‘Portfolio Management Services’ more suitable for the HNIs.

We offer a customised solution to investments in equity and debt offered by experienced and professional Fund Managers. However the ownership of stocks continues in one’s own Demat account. The benefit of this service is that you may choose to give discretionary powers to Portfolio Managers for, staggered deployment of money to average out entry levels and portfolio actions into research backed stock ideas into mid/large/small cap to enhance return potential.

Portfolio Management Services (PMS) as an equity investment solution has been a popular choice amongst High Networth Individuals (HNIs) Moreover factors such as transparency of charges, better access to information, high chances of spotting opportunities at early stages of investment, makes PMS a must-have in every HNI’s portfolio for comfortable journey to taking advantage of India Growth story.

We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.

Life Insurance Term Plan

Term plans are typically affordable insurance plans that provide full protection and financial stability to your loved ones in case of any unforeseen events. SMA Capital provides you term insurance plans and policies as per your needs.

What is Term Insurance?
Term insurance is a life insurance product offered by an insurance company which offers financial coverage to the policy holder for a specific time period. In case of death of the insured individual during the policy term, the death benefit is paid by the company to the beneficiary. Among life insurance plans, term insurance provides the highest life insurance coverage for the lowest premiums during the period of the plan.

In your absence, not only does your family remains financially independent, but also is able to fulfill its future needs like a young child’s higher education.

We offer all leading brand like

ICICI Prudential Life Insurance
HDFC Standard Life Insurance
Kotak Life Insurance
LIC of India
Tata AIA Life Insurance Co. Ltd.

Motor Vehicle Insurance

Your vehicle is one of the milestone investments in your life. It is a reflection of the person who drives it. It has toiled for you so many times and it is time you think about protecting your vehicle from unforeseen events such as theft or accident which can harm your vehicle. Considering the exorbitant motor repair costs these days even a slight damage to your vehicle can burn a hole in your pocket. Hence, it is prudent to purchase a Motor Insurance policy that understands the importance of an automobile in your life. Compare car insurance, two wheeler insurance online to get the best deal out of the lot.

SMA Capital recognizes the importance of your vehicle and offers motor Insurance policies that take care of your vehicles in case of any unforeseen event. We offer the following end-to-end motor insurance policies such as Private Car Insurance policy, Two wheeler Insurance policy, Commercial Vehicle Insurance policy.

We have tie-up with

Bajaj Allianz General Insurance Co. Ltd.
IFFCO Tokio General Insurance Co. Ltd.
Future Generali India Insurance Co. Ltd.
HDFC ERGO General Insurance Co. Ltd.
ICICI Lombard General Insurance Co. Ltd.
Tata AIG General Insurance Co. Ltd.
Bharti AXA General Insurance Co. Ltd.

Mediclaim / Health Insurance

There’s no denying that a health insurance policy is crucial to managing the healthcare needs and expenses of your family. But with so many health insurance plans in the market, you may end up confused. Especially if you’re new to this, buying medical insurance plans may seem like a hassle with all that paperwork and planning.

We at SMA Capital provide you an affordable and comprehensive family floater health insurance, you can say goodbye to your insurance worries. Designed for individuals, couples, and nuclear families, with lifetime renewability and smart top-up options to boost your coverage, you enjoy cashless treatments in 4000+ network hospitals. What’s more, you can also claim tax benefit under section 80D of the IT Act. Get refill benefits and hospital accommodation for your loved ones with no limits. And if you opt for a two-year policy, you get a flat 12.5% discount on the second year’s premium. These and more excellent features make the Health Insurance the best mediclaim policy for family!

Health insurance policies here at SMA can be bought online, so you can be assured you’ll have the best health insurance plans without trips to the bank and tons of paperwork. Once you purchase our policy online, you receive a policy kit and card instantly. For more information on our medical insurance plans, please fill the form or you can get in touch with our sales persons. Call us on - 98330 81819 – any time between 9 am and 6 pm, Monday through Saturday. If you’d like to discuss your options in person, visit our branch.

SMA Capital offers customized medical insurance plans for everyone. Some of the associates-:

Apollo Munich Health Insurance Co. Ltd.
Bajaj Allianz General Insurance Co. Ltd.
HDFC ERGO General Insurance Co. Ltd.
ManipalCigna Health Insurance Co. Ltd.
Religare Health Insurance Co. Ltd.
Aditya Birla Health Insurance Co. Ltd
ICICI Lombard General Insurance Co. Ltd.
Max Bupa Health Insurance Co. Ltd.
Religare Health Insurance Co. Ltd.
SBI General Insurance Co. Ltd.
Star Health and Allied Insurance Co. Ltd.
Tata AIG General Insurance Co. Ltd.

Mutual fund advisor / Mutual fund Agent

The goal of best online mutual fund advisor / agent is to help clients grow or preserve their wealth and reach financial goals by investing in mutual fund schemes. Best Mutual Fund advisor / agent offer tailored financial advice to investors after assessing their investment horizons, risk appetite, and financial goals. A mutual fund investment advisor / agent can earn commissions directly from a fund house or through distributors who sell the schemes of the house.
Mutual funds advisor / agents offer expertise in both selecting and making a portfolio of mutual fund schemes that align with the financial goals of investors. This requires that the online Mutual Fund advisor / agent take initiative to track a variety of mutual funds schemes with different investment objectives while also keeping updated with crucial events in the financial market that could impact the performance of these schemes.

Role of a mutual fund investment advisor / mutual fund agent

1. Understanding the needs of investors: It’s vital that best mutual fund advisor / agents aim to understand their clients’ goals as well as the time frame to execute those goals. Their advice will be based upon the purpose the client has to be it retirement savings, wealth creation, planning to pay for higher education or others.
2. Educating their client: The next role a best online mutual funds advisor / agent plays is of educating their client regarding the currently available financial products, particularly those suited to the goals of the client. In some cases, advisor / agents may have to go deep and educate investors about investment constraints they may be facing.
3. Evaluating the risk appetite of investors: Certain investors are aware of their risk tolerance and may state it to their advisor / agent upfront. Others may not be aware and hence need to be evaluated by their online mutual funds advisor / agent for the same. Being wary of how much risk one can take on in their investments is essential to create a sustainable financial portfolio. Hence, best mutual funds advisor / agents play a crucial role in aiding clients to become aware of their own capacity to bear the risk.
4. Analyzing Investment Options: Assessing the variety of investment options and presenting curated options to clients is one of the roles of MF advisor / agents. MF advisor / agents are trained to assess the performance metrics of best mutual funds and compare schemes to identify the ones best suited to their clients’ goals.
5. Portfolio Diversification: Onine Mutual fund investment advisor / agents tend to focus on portfolio diversification as a goal for most of their clients. Having a diverse portfolio negates the possibility of experiencing too much volatility and risk with one’s investments. The advisor / agent aims to minimize risk by optimizing one’s portfolio.
6. Maintaining financial records: Another essential job of a mutual fund investment advisor / agent is maintaining financial records of their clients. These records consist of transaction details, income details and more.

ELSS Advisor / Tax Saving mutual fund advisor

WHAT IS ELSS?

An equity-linked saving scheme (ELSS) is an open-ended equity mutual fund that invests a major portion of their corpus into equities and equity-related instruments. These categories of mutual funds qualify for tax deductions and are popularly known as tax saving mutual funds.
At the time of tax-planning, several tax payers weigh upon ELSS owing to the potential for high returns and comparatively lower lock-in period. Tax saving mutual funds or ELSS offer tax exemption benefits under Section 80C of the Indian Income Tax Act, 1961. By investing in ELSS, investors can claim up to a maximum of INR 1.5 lakh as tax deduction benefits.
Traditional tax-saving instruments typically offer fixed returns and does not consider the high inflation prevalent in an economy like ours. On the other hand, ELSS mutual funds invest in equities and hence, has the ability to generate higher inflation-adjusted returns over a longer timeframe. If you stay invested in ELSS for Long-term, it helps set off the short-term volatility associated with equities. Since these funds are managed by professionals, you need not worry about timing the market.

We have been serving and giving benefits to various clients as ELSS Advisor in and around Mumbai and Suburbs cities i.e. Andheri, Goregaon, Malad, Gorai, Kandivali, Borivali, Dahisar, Bhayandar, Mira Road, Charkop, Vasai, Naigaon, Navi Mumbai, Thane, Maharashtra, India.