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Expert wealth management solutions tailored to your goals. We help you build, protect, and grow your wealth with personalized strategies.

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Trusted by 1000+ clients nationwide

Services

Comprehensive financial solutions tailored to your unique needs and goals.

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.

NPS

National Pension System

Government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.

Loans

Loan Against Mutual Funds

Borrow using mutual fund holdings as collateral, providing liquidity without selling your assets.

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About

A trusted name for comprehensive financial guidance and product distribution services.

Our Mission

At SM WealthInsure, our mission is to provide clients with the best solutions in wealth creation and management. We are driven to deliver simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

Client-Centric Approach

We put our clients' needs first, ensuring personalized financial strategies that align with their goals.

Transparency

We believe in complete transparency in all our dealings, ensuring clients understand every aspect of their investments.

Expertise

Our team of financial experts brings years of experience and in-depth knowledge to every client relationship.

1000+

Satisfied Clients

₹500Cr+

Assets Under Management

15+

Years of Experience

10+

Industry Awards

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.

Assess

We begin by understanding your financial goals, risk tolerance, and time horizon through detailed consultations.

Execute

We implement tailored solutions by transacting in all recommended financial products on a single platform.

Track

We continuously monitor your investments, providing regular reviews and rebalancing to ensure alignment with your goals.

Our Leadership Team

Moushumi Chakraborty

Chief Investment Officer

Anita brings10 years of portfolio management expertise, specializing in equity and mutual fund investments.

Subhash Chakraborty

Chief Executive Officer

Subhash brings 20 years of experience in financial sector, driving business growth and strategy.

Testimonials

Hear what our clients have to say about their experience with SM WealthInsure.

Aniket Mistry

CEO, FNO Limited

"I would like to thank the entire team at SM WealthInsure. Since I started investing with them, my portfolio has grown significantly. Their personalized approach and regular updates keep me confident about my financial future."

Client since 2018

Priya Sharma

Entrepreneur

"As a business owner, I needed a financial advisor who understood my unique challenges. SM WealthInsure has been instrumental in helping me balance business investments with personal financial goals. Their expertise is unmatched."

Client since 2020

Neha Patel

IT Professional

"The digital tools provided by SM WealthInsure make tracking my investments incredibly easy. Their team is always available to answer questions, and their educational resources have helped me become a more informed investor."

Client since 2019

Rajiv Joshi

Retired Professor

"Planning for retirement was overwhelming until I found SM WealthInsure. Their retirement planning services have given me peace of mind and a clear roadmap for my golden years. I couldn't be more satisfied."

Client since 2017

Sunil Kumar

Business Owner

"The loan against mutual funds service from SM WealthInsure was a game-changer for my business. I was able to access capital without disrupting my long-term investment strategy. Highly recommended!"

Client since 2019

Aniket Mistry

CEO, FNO Limited

"I would like to thank the entire team at SM WealthInsure. Since I started investing with them, my portfolio has grown significantly. Their personalized approach and regular updates keep me confident about my financial future."

Client since 2018

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Our Team

Meet our dedicated team of financial experts committed to your financial success.

Why Choose Us?

At SM WealthInsure, we combine industry expertise with personalized service to deliver exceptional financial solutions tailored to your unique needs.

Experienced team with diverse financial backgrounds
Personalized approach to financial planning
Continuous education and market research
Client-focused approach with regular reviews

Our Expertise

Our team brings specialized knowledge across various financial domains to provide comprehensive solutions for all your financial needs.

Investment strategy and portfolio management
Retirement planning and pension solutions
Insurance and risk management
Tax-efficient investment strategies

Our Collaborative Approach

We believe in working together as a team to provide the best possible solutions for our clients. Our collaborative environment ensures that you benefit from our collective expertise.

Trust

We build long-term relationships based on transparency and integrity, earning your trust with every interaction.

Expertise

Our team of certified professionals brings decades of combined experience in various financial disciplines.

Collaboration

We work together as a team and with you to create personalized financial strategies that meet your goals.

Results

We are committed to delivering measurable results that help you achieve your financial objectives.

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Blog

Stay informed with our latest insights on financial planning, investment strategies, and market trends.

Investment April 18, 2023

Never Travel Abroad Without Travel Insurance

Traveling abroad without proper insurance can lead to significant financial risks. Learn why travel insurance is essential for international trips and how to choose the right coverage.

Strategy April 4, 2023

Asset Allocation: An Underrated Strategy

Discover why asset allocation is one of the most important yet underrated investment strategies. Learn how proper diversification can help manage risk and optimize returns.

Analysis March 7, 2023

Decoding Budget 2025: Key Takeaways

A comprehensive analysis of the latest budget and its implications for investors, taxpayers, and businesses. Learn how the new policies might affect your financial planning.

Featured February 14, 2023

Why a ULIP Should Be Part of Your Financial Plan

Unit Linked Insurance Plans (ULIPs) offer a unique combination of insurance and investment benefits. Explore how ULIPs can help you achieve your long-term financial goals while providing life coverage.