In 2017, we founded our company with a simple yet powerful mission – to educate people about the crucial role of Financial Planning in transforming their lives. We observed many making hasty financial decisions, resulting in dissatisfaction when it was time to reap the benefits of their investments. This led to various challenges, from a father struggling to fund his child's overseas education to couples facing financial strain in retirement due to inadequate planning.
At SMART MONEY INVESTMENT SERVICES, we offer practical solutions to real-world financial problems. Our goal is to provide a worry-free financial life, ensuring that clients enjoy the journey as much as the destination.
We believe that having a financial advisor is as essential as having a family doctor. Like a family doctor cares for your health, we take care of your financial goals with straightforward plans. We guide, educate, motivate, and strive to help you achieve your financial objectives on time. Our 17+ years of experience have earned the trust of over 1500 families who rely on us for simple and effective financial planning.Read More
We make relationships, not business deals. This is why we go a step beyond SEBI to make sure that our investors are secure in all possible ways. transparency is the key
Be it the ability to view Investments or transact in them, we partner with right
technology platforms so that you don't have to bother about tracking your investments
manually,ever.
#Duniyaaapkimutthimein
Machines cannot replace the need for human interactions. That is why we at Smart Money
Investments offer 12 hours of an open communication channel in a day.
No question remains
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.#Aapkeliyekuchkhaas
We do not hide behind hold-on music & call centers to maintain our meetings with the clients. We are always in for regular meetings & calls, even when the market is slow. Nothing influences and concerns us more than your long-term interests. Relationship matters
We offer FREE mutual fund services in India as the distributor. We do not charge any
commission for making investments easier for you.
AMFI
Registered Mutual Fund Distributor
It is a complicated subject, but we make it easy for you
Invest in Best Mutual Funds as per your needs and track them online.
Protect you and your family from financial distress due to unfortunate negative events
Invest in stocks for Long Term, Short Term & Earn Dividends.
To diversify your portfolio and earn steady interest income
To auto- pilot your investments
I am completely satisfied with the services being provided by Mr. Vikas, it’s very prompt, satisfactory and accurate
ANIL SETH, An Entrepreneur Panchkula
Best Mutual Funds Advisor !! I loved it when you guys reached out to me when the market was down and motivated me to stay invested and they are always available for any type of information
Singh Family Ludhiana
Mr. Vikas has been our financial advisor for the past seven years. He has always offered sound financial advice based on our investment objectives as well as our personal needs. He keeps regular contact with us and provides us with ongoing financial advice as our needs and markets change. He takes time needed to fully explain our options and to guide us in an appropriate direction. He truly takes care of our family, our finances and our future.
Dr. Maini Family Chandigarh
Smart Money has been my trusted financial consultant for years now. I started with them when I moved abroad and since then it has been a reliable experience handling my investments in India in my absence. I definitely recommend their services to those who are abroad and looking for hassle free financial services and consultancy.
Manav Juyal Dubai
I have been associated with Mr. Vikas for more than 4 years now. The service provided till date has been commendable. I get weekly updates of my profile and best offers and advice are given to me by my representative at the convenience of a single call. I can definitely vouch that my money is in safe hands thanks to smart money.
Pinku HoodaCanada
“ Powerful tool to build long term wealth”
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60
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All NRI’s (other than from USA/Canada), can invest in most of the Mutual fund schemes, available in the market. NRI from USA/Canada are also allowed, but in selective Mutual Fund schemes, due to different compliance requirement of USA/ Canada regulators. To invest in Mutual Funds, investor must first complete the KYC (know your client) documentation, as per SEBI guideline, which involves copy & details of;
Shortlisting a Mutual Fund for NRI is very similar to a resident, especially if NRI is not from USA/Canada. For NRI from USA/Canada, the basket of fund is limited, and one has to cherry pick funds from what is available. It’s always recommended to consult (speak/ video-chat) with an advisor to shortlist funds, based on your preference, risk, charges & various other parameters. Regular reviews with your advisors, will give you the extra comfort & confidence, due to ever changing equity markets.
If the investment is made from a NRE Account, and during the redemption phase the investor is still an NRI, then one can take the credit back to the NRE account. Redemption proceeds (after deduction of taxes) are paid in rupees by cheque to the account number provided. Some banks also offer direct credit of redemption proceeds to the NRE/NRO account. Investments made via a NRO account, can’t be redeemed in NRE account. The investments carry the right of repatriation of capital invested and capital appreciation, only till the investor remains an NRI.
TDS is deducted at source on the redemption proceeds for any short-term gain. A TDS certificate is also issued digitally for every redemption made by the respective Mutual Fund Company. Short-term Investments in Debt Fund are taxed as per slab rates, whereas in Equity funds it’s at flat 15% p.a. currently. The definition of a short-term fund is holding it for less than 3 years for debt fund, and 1 year for equity and balanced funds (equity oriented).
Feel free to get in touch with us for a better financial future.
SCO 453-454; 2nd Floor, Sector 35C, Chandigarh- 160036
MAIN BAZAR KASBA PAPROLA, ABOVE VIJ PAN BHANDAR, PAPROLA, HIMACHAL PRADESH - 176115
info@smartmoneyinvestments.in
+91 7888672630 , 9646684008
