Investment Services

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INVESTMENT NEED ASSESSMENT

The first step for proper investment planning starts with assessing your actual need for investment. We would help you to know how much you need to save to meaningfully fulfill your responsibilities in life and also achieve your prominent financial objectives /goals in life.

WEALTH MANAGEMENT

Wealth management is a broach subject and it covers broad areas of wealth creation, retention and management. Our role would be to engage with in planning and executing solutions and strategies for achieving your multiple financial objectives.

PRODUCTS DISTRIBUTION

Every planning or solution needs proper execution to fructify into desired results. As financial product distributors, we offer you access to a wide range of financial and non-financial products that will help you to implement your plans effectively and more importantly, as per your risk.

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Business Opportunity

WHY US?

At Smartserve, our vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.

We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.

Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.

OUR PHILOSOPHY

Client Centric Approach

Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that you benefit first and the most.

Rich Product Basket

We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.

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 People To Partner

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.