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Online Services
Why The Smart Investor?
Transparency
While SEBI regulates us so that the investors are protected in every possible way, we also make sure that our relationships go beyond what we are regulated to do.
Online Investment Platform
You get an access to online Mutual Fund platform that allows you to check your existing portfolio, buying, selling, additional purchase, switch to another scheme etc.
Face to Face Relationship
We don’t hide behind call centers. You can expect on-demand meetings and
calls from your Relationship Manager.
24x7 Access to Portfolio
Each client gets an online access to their portfolios, irrespective
of if you invest online or not.
Our Founder
Mr. K.V. SRINIVASA RAO, CEO
MBA qualified having experience more than 25 Years in Financial Industry, MEMBER-FINANCIAL PROFESSIONALS (USA).
We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable.
It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
Talk to an Expert
Our Services
Mutual Fund
Convenient and efficient instruments to manage and grow your wealth.
Insurance
Your risks are mitigated by a process of pooling and sharing.
Financial Planning
It is the process of meeting your financial goals through proper allocation of resources given yourunique financial profile and risk tolerance.
Equity
This is the best way of building your capital by earning returns in excess of inflation over a period of time.
Financial Planner
Clients Testimonials
We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial assessment has saved us significant amount of money. May you prosper along with your clients.
We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial assessment has saved us significant amount of money. May you prosper along with your clients.
We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial assessment has saved us significant amount of money. May you prosper along with your clients.