About Us
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About Us
At SM, we are committed to supporting our clients in building and preserving wealth over time.
With over five years of experience in financial markets, and our role as a sub-broker registered with Motilal Oswal Financial Services Ltd. and an AMFI-registered Mutual Fund Distributor, we help individuals and families access a range of investment solutions to suit their evolving needs.
Whether you’re planning for retirement, funding your children’s education, or looking to grow wealth for future generations, we are dedicated to delivering service rooted in trust, transparency, and consistent support.
Mission.
Our mission is to empower clients to achieve financial security and stability by offering access to high-quality investment products and services with genuine, transparent communication that prioritizes their needs.
Vision.
Our vision is to deliver reliable, high-value investment solutions that support every client in achieving their goals, guided by our unwavering commitment to trust and excellence in service.
How can we help you?
Mutual Fund Distribution
As an AMFI-registered Mutual Fund Distributor, we facilitate access to a wide range of mutual fund schemes offered by leading Asset Management Companies in India Whether you seek long...
Professional Portfolio...
We offer investors access to Portfolio Management Services (PMS) through Motilal Oswal Financial Services Ltd., a SEBI-registered Portfolio Manager. PMS solutions are designed for High Net-Worth Individuals (HNIs) and ...
Private Wealth Solutions
Our Private Wealth Solutions aim to help you manage, grow, and protect your wealth with confidence and clarity. Our role is to help you evaluate and choose products that support your...
Alternative Investments
We also facilitate access to Alternative Investment Funds (AIFs) offered through Motilal Oswal Financial Services Ltd. and its SEBI-registered partners. AIFs ...
Private Equity-Focused
These funds typically invest in unlisted equity and structured instruments, offering opportunities to participate in the growth of businesses in various sectors. Suitable for investors seeking...
Structured Equity Strategies
Category III AIFs are designed for investors who want a structured approach to listed equity markets. These funds typically follow research-driven, high-conviction...
Certifications
About Us
At SM, we are dedicated to guiding our valued clients on their journey toward financial freedom. Through our trusted digital partnership with Motilal Oswal Financial Services Limited, we offer expert financial advisory services tailored to meet individual financial goals.
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Contact Details
sminvesting.in@gmail.com
Mobile No
91 9036170559