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About Us

 

Dear Sir/Madam/friends,

It gives me great pleasure to introduce ourselves Smart Move Investment Solutions.

I am an investment Advisory & Management Firm, which provides advisory, services to Individuals, High Net worth Individuals (HNI) & Corporate Houses for need-based investment. The firm came into inception in 12 Dec 2007 as Smart Move Investment Solutions. Evolved out as a client focused need based investment advisory firm. The firm has been associated with financial markets since 2007 the very beginning and have emerged as leading distributors of financial products in the market

We recommend investment products after carefully analyzing our clients needs in terms of liquidity, their risk taking ability and their expectation of return from their investment plus suitability of the investment in correlation to their priority. We have a dedicated team, which tracks the performance of all the investment schemes and analysis their portfolios. We also take periodic reviews.

We are in providing Consultancy & Advice in.

  • Financial Portfolio Management  (Handling Personal Finances)
  • Financial Planning for all short Term & Long Term needs in life.
  • Solutions in Insurance Plans & Unit Link Plans.
  • Solutions in Creating Retirement Fund & Pension Plans.
  • Solution in investment for Child Education & Marriage.
  • Expert financial advice for investment in Mutual Funds.
  • Share market Calls.Further details click here
  • And many more.

We are very proud to be associated with very well reputed Brands in Financial Market such as,

For Insurance Solutions:

  • Tata AIG Life Insurance Company Ltd.
  • Birla Life.
  • Aviva Life.
  • Reliance Life.
  • SBI Life.
  • LIC
  • And many more.

For Mutual Fund Solutions:

  • HDFC Mutual Funds.
  • Franklin Templeton Investments.
  • Reliance Mutual Funds.
  • Kotak Mahindra Mutual Funds.
  • SBI Mutual Funds.
  • Birla Sun Life Mutual Funds.
  • HSBC Mutual Funds.
  • Pru ICICI Mutual Funds.
  • Principle Mutual Funds.
  • Tata Mutual Funds.
  • Fidelity Mutual Funds.
  • And many more.

 

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