investment advisory
Investment Advisory
Wealth is personal, and so is our advice. At Smifs, we craft Investment strategies that reflect your ambitions, values, and lifestyle. With market insight and thoughtful guidance, we help your wealth grow with purpose, so you can live fully today while building the legacy you envision tomorrow.
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We’ve been helping people make smarter 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. Wherever you are, we’re here to guide your journey.
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.
How to Open Account at SMIFSss
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.
Investment Advisory provides expert guidance tailored to your goals, risk tolerance, and life stage. For HNIs, it ensures your wealth grows purposefully, risks are managed, and decisions are based on insight rather than emotion. It is not just about returns but aligning your wealth with your life vision.
We begin by understanding your financial goals, timelines, and risk profile. Using disciplined research and market insights, we craft a portfolio that balances growth, preservation, and liquidity. Your investments are continuously monitored and rebalanced to stay aligned with your evolving objectives.
Our approach combines personalized wealth engineering, rigorous research, and life-stage solutions. We focus on long-term partnerships, tailoring strategies for every stage of life, from accumulation to preservation, ensuring each investment decision reflects your ambitions and legacy.
Risk is managed through diversification across asset classes, goal-based bucketing, and continuous portfolio monitoring. We balance potential returns with downside protection to ensure that market volatility does not derail your long-term objectives.
Your portfolio is continuously monitored and formally reviewed at least quarterly. Adjustments are made based on market conditions, tax considerations, and changes in your personal or financial situation.
Yes. Smifs provides transparent reporting and performance updates, allowing you to track your portfolio’s progress. You will always have clarity and confidence in how your wealth is working for you.
Smifs provides a comprehensive range of investment products and services, including equities, mutual funds, PMS, IPOs and buybacks, derivatives, ETFs, bonds, fixed income instruments, structured products, alternative investments, and depository & repository services.
Our advisors evaluate your financial objectives, risk profile, and investment horizon. Based on this assessment, they recommend products and services that are appropriate and aligned with your goals.
Yes. Diversifying across different products and services allows for a balanced approach and helps align your portfolio with your overall investment strategy.
Portfolios are regularly reviewed and monitored. Any adjustments are made in line with your objectives, risk profile, and regulatory guidelines to keep your investments aligned with your strategy.
Yes. All products and services offered by Smifs comply with SEBI regulations and applicable legal and disclosure requirements.
Before investing in any product or service, you will receive complete information about the features, costs, obligations, and associated risks to ensure fully informed decisions.
Yes. Smifs provides research, market updates, and analytical insights to help you make informed decisions regarding the products and services you choose.Account & Compliance
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.
We adhere to strict data privacy and security standards, including advanced encryption protocols. All client information is handled in compliance with applicable regulatory requirements.
16. 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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