Wealth Management

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Wealth Management

SMC wealth management services help the clients in nurturing and multiplying their wealth and assist them in realizing their financial objective. Creating, building and increasing wealth, though important to every individual, is a specialist’s domain. It is here that wealth management companies come into play and help their clients in the efficient management of their investments through a range of wealth management services.

SMC, in its capacity of one of the leading wealth management advisor in the country, offers a bouquet of wealth management investment products like mutual funds, debt, alternative investment products which include private equity, real estate, real estate funds and debt. We cater to a wide spectrum of society which includes self-employed, businessmen, NRIs, retired individuals, and corporate professionals.

Wealth Management at SMC:

SMC Investments offer its clients an extensive range of investment options. These are:

  • Equity: We assist our customers with equity ideas and execution. Our equity specialist carries thorough research of the best available stock in the market and assists in making well-informed decisions about your investments.
  • Debt: We offer a wide range of solutions in the segment of fixed income as well. We propose a debt investment alternative of different tenures and risk-reward profiles fitting for a client portfolio. You can take your pick from bonds, mutual funds, and fixed deposits etc. that guarantee safe returns. Moreover, our debt portfolio management services allow customers to take part in a range of high-yielding debt securities that are primed towards regular periodic income and capital appreciation.
  • Alternate Assets: SMC wealth management services also include a range of Alternative Investment Funds (AIF) like start-up funds, venture capital funds, hedge funds and private equity funds (especially real estate private equity funds).
  • Financing Options: This offering of ours prove to be very beneficial for those who want to raise finances for their business or other requirements. Financing here can be in the form of lease rental discounting, mortgages, home loan and loan against property, loan against shares and securities, and promoter funding.  
  • Real Estate: Through our sister concern SMC Realty; we help find property at an appropriate price for our clients. It is our endeavor to help them invest in the real estate sector through structured transactions that guarantee a useful return. Direct property purchase of land, residential property, plots and commercial property form the basis of our real estate solutions.

Advantage of SMC Wealth Management Service:

We are one of the leading private wealth management firms in the country. Our wealth planning brings for the customers a range of advantages like:

  • Personalized Solutions: We give our clients one-on-one attention and help them set up an advanced customized investment plan that takes into account a variety of objectives and risks. We devise an exhaustive solution after careful evaluation of various pros and cons. Our aim is to provide you with different investment options that can keep your capital protected as well as bring returns for the future.
  • Exhaustive Research That Keeps You Ahead: Our detailed and comprehensive research has always found an enthusiastic response from the clients. Our delivery and support modules are updated over time. Our clients get access to online portfolio information with real-time updates as well as value-added advice on sector switch, portfolio churning etc. It will be worth mentioning here that the investment proposals forwarded by our team have found great success over the years.
  • Wide Range of Products: SMC offers a range of products like financial planning, debt instruments, structured products, and mutual funds etc. that offer clients a multitude of options at a single point.
  • Unbiased and Neutral Suggestions: We are proud of the fact that our recommendations are unbiased we don’t have any interest in any particular insurance outfit neither do we possess mutual funds.
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