



retirement solutions
Retirement Solutions
Introduction: SEBI registered Portfolio Manager, Headquartered in Kolkata, Offices in Mumbai and representative offices in Chennai, Bengaluru, and Delhi. Investment decision is taken by a Committee of Core Group who are certified wealth manager with avera
Introduction: SEBI registered Portfolio Manager, Headquartered in Kolkata, Offices in Mumbai and representative offices in Chennai, Bengaluru, and Delhi. Investment decision is taken by a Committee of Core Group who are certified wealth manager with avera

in financial advisory with consistent outperformance.
supported by strong market ties and clear conduct standards.
using field research and direct company insights.
rational investing, with full transparency and no exit load.

We choose the right crops for you

We sow the seeds of your portfolio

We tend to your wealth farm and crops

We monitor the weather

You relish the fruits of success
SMIFS Harvest focuses on reaping the benefits of well-timed investments, capturing opportunities when they are ripe for picking. This strategy emphasizes timing and market cycles to maximize returns.
| Investment Philosophy | Opportunistic growth with market timing |
| Risk Appetite | Moderate |
| Strategy | Focus on market cycles and seasonal opportunities |
| Investment Time frame | Medium to long term |
| Sectoral Bias | Cyclical sectors with growth potential |
| Max Weightage | Stock 20% and Sector 30% |
SMIFS Cedar represents strength and stability, focusing on robust companies with strong fundamentals that can weather market storms and provide consistent growth over time.
| Investment Philosophy | Stability and consistent growth |
| Risk Appetite | Conservative |
| Strategy | Invest in blue-chip companies with strong fundamentals |
| Investment Time frame | Long term |
| Sectoral Bias | Defensive sectors |
| Max Weightage | Stock 12% and Sector 20% |
SMIFS Blooms focuses on emerging opportunities and growth potential, identifying companies in their early stages that show promise for significant future returns.
| Investment Philosophy | Growth through emerging opportunities |
| Risk Appetite | Moderate to High |
| Strategy | Invest in emerging companies with growth potential |
| Investment Time frame | Medium term |
| Sectoral Bias | Technology and innovation sectors |
| Max Weightage | Stock 25% and Sector 35% |
SMIFS Greenhshoots targets early-stage investments with high growth potential, focusing on companies that are just beginning to show their potential in the market.
| Investment Philosophy | Early-stage growth opportunities |
| Risk Appetite | High |
| Strategy | Invest in early-stage companies with high growth potential |
| Investment Time frame | Medium to long term |
| Sectoral Bias | Emerging sectors and startups |
| Max Weightage | Stock 30% and Sector 40% |
SMIFS Orchard focuses on diversified investments across multiple sectors, creating a well-balanced portfolio that can provide steady returns from various sources.
| Investment Philosophy | Diversified growth across sectors |
| Risk Appetite | Moderate |
| Strategy | Diversified investments across multiple sectors |
| Investment Time frame | Long term |
| Sectoral Bias | Balanced across all sectors |
| Max Weightage | Stock 18% and Sector 25% |
SMIFS Bouquet combines the best of all strategies, creating a carefully curated selection of investments that work together to provide optimal returns while managing risk.
| Investment Philosophy | Curated selection for optimal returns |
| Risk Appetite | Balanced |
| Strategy | Carefully curated mix of investment strategies |
| Investment Time frame | Flexible |
| Sectoral Bias | Strategic allocation across sectors |
| Max Weightage | Stock 22% and Sector 30% |