Welcome to SM Wealthinsure
A reputed name for comprehensive financial guiudance and product distribution services
At, SM WealthInsure our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable solutions.
Protection First
The purpose of a feature box is to provide concise and relevant information, such as key points, quick facts,
Growth Focused
The purpose of a feature box is to provide concise and relevant information, such as key points, quick facts,
Personalized Plans
The purpose of a feature box is to provide concise and relevant information, such as key points, quick facts,
Data - Driven
The purpose of a feature box is to provide concise and relevant information, such as key points, quick facts,
Our Comprehensive Financial Service
The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.
Product Basket
Mutual Funds
Professionally managed investment vehicles pooling funds from multiple investors for diversified portfolios.
Insurance
Protection against financial risks by covering losses during unforeseen and adverse circumstances.
Equity and ETFs
Direct company ownership through equities and diversified exposure via ETF baskets of securities.
PMS
Customized wealth management solutions for HNIs, tailored to specific goals and risk profiles.
National Pension System
Government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
Loan Against Mutual Funds
Borrow using mutual fund holdings as collateral, providing liquidity without selling your assets.
Our Approach
We follow a systematic three-step approach to ensure our clients receive the best financial guidance and solutions tailored to their unique needs.
We begin by understanding your financial goals, risk tolerance, and time horizon through detailed consultations.
Assisting clients in fulfilling their needs.
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Fund Manger Interviews
Mr. Marzban Irani
Mr. Nikhil Rungta
Mr. Charanjit Singh
Mr. Sandeep Yadav
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