assess management
Asset Management
We believe wealth flourishes when guided with intention. Our approach blends careful research, market insight, and a deep understanding of your ambitions. Each strategy is crafted around you, your family, and the life you envision. By combining traditional investments with sustainable and alternative opportunities, we create portfolios that endure and adapt. For us, asset management is more than returns. It is about navigating life with calm and purpose, supported by wealth that is thoughtfully cultivated.
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We’ve been helping people make seamless financial choices for over four decades. Our experience runs deep, our approach stays fresh, and our goal is simple: your growth. At SMIFS, we’ve seen markets change and helped clients thrive through it all.
We’re closer than you think. With a presence in more than 16 cities, we bring financial expertise right to your doorstep.
Your wealth deserves personal attention. Our portfolio management and advisory services are designed around you. We listen, plan, and act to help your money work smarter.
Trade from wherever you are, whenever you want. Our platforms on web, mobile, and desktop make investing simple and secure. Fast, intuitive, and built to keep you in control.
Fill out a simple form or call us to book a session with one of our financial specialists
Receive a personalized strategy with clear recommendations to help you move forward with confidence.
Receive a personalized strategy with clear recommendations to help you move forward with confidence.
What information will I receive before making an investment?
Before you invest, you will receive comprehensive details about the investment product, including potential risks, obligations, and all associated costs. This ensures you have a clear understanding of the product and can make an informed decision.
How does Smifs Asset Management ensure my investment portfolio aligns with my goals?
Our team provides recommendations based on your financial objectives, risk tolerance, and investment horizon, as assessed during the initial consultation. Portfolios are tailored to align with your goals and monitored regularly to stay on track.
Will I receive copies of all documentation?
Yes. You will receive copies of all completed forms, investment agreements, and regulatory disclosures for your records.
How do I open an account with Smifs?
To open an account, you need to complete the required account opening forms and submit KYC (Know Your Customer) documents, including proof of identity and address. Our team will guide you through the process to ensure a smooth onboarding experience.
What measures are in place to protect my personal and financial data?
We adhere to strict data privacy and security standards, including advanced encryption protocols. All client information is handled in compliance with applicable regulatory requirements.
Who regulates Smifs Limited?
Smifs Asset Management is regulated by relevant authorities in India, such as the Securities and Exchange Board of India (SEBI), ensuring adherence to legal and regulatory guidelines for investor protection.
How are the fees and charges calculated for managing my assets?
Our fee structure is transparent and clearly explained before you invest. Fees are generally based on a percentage of assets under management (AUM) and may vary depending on the service or product. All charges are disclosed upfront.
How often will I receive reports on my portfolio performance?
You will receive detailed portfolio performance reports on a monthly or quarterly basis, including returns, holdings, and transactions. Online access is also available for real-time monitoring.
CONTACT US
Whether you have a query, need assistance, or wish to explore our services, our team is here to help. We believe clear communication is essential to building trust and supporting confident decision-making.
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