We are a team of dedicated professionals who are passionate about one thing which no one in the financial industry is bothering about - Happy Clients.
We believe clients feel happy & content when they experience ethics, integrity, extraordinary knowledge, prompt communication, remarkable performance & exceptional customer service, all at one place & we strive to deliver the same to our clients.
We truly believe in the quote, “Today’s investment is tomorrow’s earnings!” Thus, we aid you in earning optimal returns on your financial assets. We guide you to drive on the path of smart investments and acquire your futuristic goals at solace without any unexpected risk!
We started this establishment in 2017 with an aim to educate people on the most important aspect which can make huge differences in their lives - Financial Planning. We saw people were making vague & unplanned decisions in their finances, which were leading to non-satisfactory results when the time to reap the profits from the investments came. This resulted in additional burden on a father when he did not have enough finances to send his child abroad for further studies, heavy loan EMIs, couples leading a frugal lifestyle as they did not plan their retirements properly & so on.
We at SMART MONEY INVESTMENT SERVICES give practical solutions to real world financial problems which people face in everyday life. We plan for them a worry free financial life in such a way that they enjoy the journey as much as they will enjoy the destination.
serve our clients and enhance their knowledge – for financial independence this matters a lot. We are the mutual fund distributor and having the ARN- 134018 as per the AMFI code of conduct we follow all the guidelines.
Our trustworthy services have made more than 1000 families earn satisfactory services from our company.
“Consumer satisfaction is what we strive to deliver at any cost possible.”
Attain the truest financial investment services with Smart Money and earn us a chance to serve you the best! Learn the methodologies to give greater value to your monetary assets with SMART MONEY INVESTMENT SERVICES.
One dashboard, insights and information for all your family members' investments.
Because even the best investment strategies need reviews and course corrections.
Supercharge your investments with personalised portfolio recommendations, twice a year.
Retirement? Child's education? Your first crore? Invest for all that matters to you and yours
Capital protection to diversification, different strategies for different investment needs.
We will keep you informed and updated with latest market trends and increase your financial knowledge.
FOUNDER / CEO vcard
Vikas Vij, is the Heart of The Company. With over 15 years of experience in the Financial Services Field, he has gained the trust of our esteemed clients in managing their wealth. Believes that everyone needs a family financial planner just like a family doctor
His drive and passion motivates everyone in the company to help the clients have a better Investment Experience.
OPERATIONS HEAD
Bableen Kaur, is having more than 5 years of financial & digital marketing industry experience. She and her team are responsible for all the back office operations, accounting & planning of marketing activities
She is an avid learner and always up with new ideas for growth of company
CHIEF HEALTH PLANNER
Rajni Bisht, manages the Health Insurance Segment of our Company.
She and her team help clients find the appropriate Health Insurance Plan and handhold their claim processing from start to end.
