We are a private limited(Pvt. Ltd.) firm incorporated in the year 2014 serving satisfied clients across India and Internationally(NRI’s) . We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Research analyst & Mutual Fund consultants recognized by the NSE National Stock Exchange & AMFI (Association of Mutual Fund of India). We also have the master franchise from SMC global securities and are registered with SEBI. We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of Stock markets, insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby ensuring that our clients achieve their financial goals.
Why Choose Us ?
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer…
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the ‘primary’ influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have 15+ yrs of experience in the capital markets and rich experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Strategy, BD/Marketing & Customer relations
A computer applications graduate & NISM certified ARN holder with 15 yrs of corporate experience working for companies like GE, HP & Dell with experience in operations, vendor management and project management roles. A keen observer and investor in the Indian stock markets, Founded Smartserve in 2014 and have now diversified into financial advisory and mutual fund distribution.
Strategy, Research & Operations
An Engineering graduate with 15 yrs of experience in stock markets, has worked with Aditya Birla money and Reliance capital, He has also completed SEBI’s Equity Research Analyst certification which is a mandatory requirement in India to publish research reports and provide Buy/Sell recommendations on stocks. He is also NISM certified ARN holder.
Research & operations, Marketing
An MBA finance graduate with more than 5 years of experience in financial market is part of the research team. Perform deep fundamental research on universe of investments with strong understanding on financial & accounting concepts. In-depth financial modeling and analysis across sector and geographies. Building comprehensive financial models with forecasting and valuation based on understanding of company KPIs and industry drivers.