Wealth & investment management

We assist High Net Worth (HNW & UHNW) Non Resident / Resident Indian Individuals (NRIs), families, Trusts & Institutional clients in creating, building , growing and managing wealth in multiple asset classes through prudent, objective, researched investment and multi asset allocation strategies tailored to their risk profile. We have developed expertise in the full spectrum of asset management advisory, research and execution. Our services are offered through Financial Planners registered with Securities and Exchange Board of India (SEBI), Independent Financial Advisors, Distributors registered with the Association of Mutual Funds in India (AMFI) and empanelled with most of the Asset Management Companies for the following investment products.

Mutual Funds

Equity oriented Schemes
Balanced Funds
Hybrid Schemes
Fixed Maturity Plans
Interval Schemes
Tax Saving Schemes (ELSS)
Exchange Traded Funds (ETFs)

Retirement planning Schemes
Income Funds
Fund of Fund Schemes
Money Manager Funds
Liquid Funds
National Pension Fund
Real Estate Investment Trust Schemes (REIT)

Alternative Investments

If you are risk averse and are interested in fixed interest / return investments we have many options .
1. Company Deposits
2. Capital Gains Tax 54E Saving Bonds
3. Tax saving Bonds

Contact us for opportunities

Direct Investment in Capital Market

1. Initial / Follow up Public Offerings (IPO/ FPO) of Equity, Preferred Shares / Stocks, Debentures and Bonds in Public Limited Companies for Listing on recognized Stock Exchanges.
2. Direct investment in / purchase of Securities of Listed Companies through brokers

Stock Trading

Moneywise be wise. Offline or Online trading through reputed SMC Global Securities Ltd. SMC Global Securities Ltd., renowned online stock brokers in India, offers you offline or online stock market

1. Cash Market
2. Futures & Options
3. Commodities
4. Currency Futures
5. Interest Rate futures
Sign up for Demo trading on world class portal today.

Disclaimer: Investment products have associated risks. Investors are advised to read the Offer & Scheme Information Document, Statement of Additional Information application form with Key Information Memorandum and other related documents, conduct their own due diligence before investing.