The Smart Wealth Advisor

Innovative Planning to meet Your Personal Financial Goals

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Our Services

Why Money "n" Wealth

Personalized Wealth Solution

With expert & experience Advisors, we provide guidance on continuous basis to choose products best suited to fulfill your goals and meet your risk profile. Get sound advice on all products like Mutual Funds, Equity, Tax saving instruments, Govt Small savings, etc

Plan Goals and Investments.

Make a detailed financial plan with goals like retirement, Kids College , House purchase etc.. and track them regularly. Design goal specific action plan to invest, as investment which could be right for your retirement fund might not be good for purchasing flat.

Single Platform to Manage Investments.

We help investors manage the performance and movement of your complete portfolio at one place with complete analysis of the investments. With this you don't need to get multiple logins & remember passwords for various platforms.

Regular Portfolio Review.

Relieve yourself from pain of tracking markets and financial portfolio, with our Hybrid (Automated with Human overview) mechanism . We will inform you whenever a change is required in the Investments and also for new opportunities around to meet your Goals.

Estate Planning for Wealth Distribution.

We not only help you plan & manage your Wealth during your lifetime but also help you in your plan to pass the wealth to your next generation or for the societal benefit as per your will in a hassle free manner without any legal complications.

Save Commission & Charges.

We help save substantial amount in commissions and brokerages with our philosophy of buying directly from issuer, like for Mutual Funds we arrange purchase of direct Mutual Funds and for Insurance, purchase of direct term plans from insurance company.


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