Mutual Funds
Mutual fund solutions for long-term and short-term financial goals.
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Goal-Based Financial Guidance
Invest Today For Secure Tomorrow
Personalised guidance on Mutual funds, SIPs, SWP, Retirement Planning, Insurance, LAS (Loan Against Securities) — built around your goals, your risk comfort and your family's future.
- 2015
- Incorporated
- 1200+
- Satisfied families
- 12+
- Years of advisory experience
About Us
Smart investment planning for your financial goals
The SMART Investment was incorporated in the year 2015 and at present are having 1200+ satisfied families. We will help clients to achieve their Financial goals with effective and smart investment planning.
We are Certified Financial Planners, Mutual Fund and Insurance consultants recognized by the FPSB, NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors.
We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Pavan Vadgama
CFGP @AAFM (USA)
(Chartered Financial Goal Planner)
AMFI Registered Mutual Fund Distributor (ARN-189707)
Our Products
Financial products for different life goals
Choose from the key product categories listed in our client brief.
Our Services
Guidance built around your goals and risk comfort
Mutual Fund Planning
Goal-oriented mutual fund guidance for your investment journey.
SIP Planning
Systematic investment planning to help build wealth with disciplined investing.
SWP Planning
Systematic withdrawal planning for regular cash flow from investments.
Retirement Planning
Planning focused on building and managing a retirement corpus for future needs.
Insurance
Protection-focused guidance as part of your overall financial planning.
LAS
Loan Against Securities guidance for investors who need liquidity against eligible investments.
Why Us
Why should we be your financial advisors?
This is a very relevant question to ask us. And given below are our answers...
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills
We have over 12 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Tools
MF Calculators
Use these external mutual fund calculator resources listed in the brief.
SIP Calculator
See what a monthly SIP can become
Move the sliders to estimate the corpus your monthly investment could build. Returns are indicative and not guaranteed.
Monthly investment₹5,000
Investment period10 years
Expected return (p.a.)12%
Estimated future value
₹11,61,016
- Total invested
- ₹6,00,000
- Estimated gains
- ₹5,61,016
Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Gallery
Inside The SMART Investment
Explore our office and watch helpful videos on SIP, SWP, retirement planning and goal-based investing.
Photos
Our office and workspace
Videos
Financial planning videos from The SMART Investment
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The SMART Investment
Watch on YouTube
Why SIP
Watch on YouTube
SWP
Watch on YouTube
Retirement Planning With Mutual Funds
Watch on YouTube
Child Education Planning With SIP
Watch on YouTube
Child Marriage Planning With SIP
Watch on YouTube
How to Secure Your SIP Goals with 3 Insurance Plans
Watch on YouTube
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Let's connect
Connect with The SMART Investment for your investment planning requirements.
Office
320, 3rd Floor, S9 Complex, Opp. Bihari Bag, Abu Highway, Palanpur
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