Incorporated in year 2015 as Smart Money Services with a clear vision of providing professional services in the area of personal and corporate investments. Smart Money Services is into diversified business verticals across Mutual Funds distribution, Equities, Derivatives, Third Party Products, Fixed income Products, Life & General Insurance, PMS/AIF, Smallcase,Estate Planning (Will Writing). The “Smart Money Services” have unique digital, user friendly solution designed to invest in various private and government financial products like Fixed Deposits, Govt bonds and NPS. 

As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything