Products and Services.

Your Personal Solution

Enter a world of private investment solutions. Take advantage of an exclusive investment solution created just for you, built around our comprehensive suite of investment products and services. Our Investment, Advisory and Research teams closely monitor new investment ideas, trends and needs to ensure that we consistently offer you innovative, balanced and relevant investment options. We are also committed to partnering only with the leaders in each category of products that we offer under referral arrangements.

Our Portfolio Management Services

• Equity PMS
• Conceptual PMS
   Strategic Transfer Portfolio (STP)
• Thematic PMS
   Public Sector Units
   Dividend Yield Plan
   Energy Education Entertainment
   Sector Rotation
• Portfolio Revamping Process
• Mutual Fund PMS
   Multi Manager Investment Solution (MMIS)
• Debt MMIS
• Customized Portfolio
• Quant Based PMS
   Equity Quant Strategy (EQS)

Our Wealth Management Services

• Wealth Builder Process
   Financial Planning
   Investment Planning
• Alternate Investments
   Structured Products
   Private Equity
   Real Estate Solutions

Strong offering and the Means to Deliver

We tailor your portfolio on the broad framework of these options:
• SMC Wealth Builders:
In this plan we study your investments and aspirations, and carry out elaborate Risk Profiling to offer you the best range of investment products available in the market. Our segment-based approach allows us to negotiate special terms for our clients.
• SMC PMS Solutions
We also provide a range of innovative PMS offerings based on individual Risk Profiling and Need- Gap Analysis. Thus, a basket of PMS solutions are proposed to suit each individualís requirements.
• SMC Financial Planners
Here we create an exclusive financial plan based on holistic Risk Profiling, short-and-long term goals and future need analysis. Regular reviews are carried out. We tailor your portfolio on the broad framework of these options:
• Exclusive Privileges
   Expert Financial Advisors
   Monthly Market Rounds
   Market Seminars and Knowledge sessions
   Regular Financial Health Checkups and Reports
   Round-the-clock Web Access
   Online Broking platform for cash and derivatives through our Parent Company SMC Global Securities.

Portfolio Revamping Process

Our investment advisors periodically study your existing portfolio and offer advice based on your changing risk appetite and financial goals.


*Some of these products are offered/shall be offered under referral arrangements with third party experts in these services.

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Wealth Management

Financial Planning

Real Estate Advisory

Portfolio Management Service