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About SmartFin Wealth

We are a financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals. SmartFin Wealth Management has pioneered fee-based Professional Financial Planning Services in India and is now one of the leading Financial Planning companies guiding its clients to fulfil their dreams and achieve financial goals.

At SmartFin Wealth Management, it is our aim to deliver Professional and Comprehensive Financial Planning service to our clients. We understand that balancing work and family leaves little time for concentrating on personal financial planning. Yet, getting help with a plan for your financial security can be vital to reaching your goals, whether you are planning for retirement, putting something aside for the future or simply wish to secure a better lifestyle for yourself and your family.

SmartFin Wealth Management with a professional team of dedicated, experienced and highly skilled Certified Financial Planners (CFPCM Certificants) is spearheading the Financial Planning movement in India. As professionals our Financial Planners are committed to the professional practice standards and code of ethics laid down by Financial Planning Standards Board India.

The Client-centric Financial Planners are committed to help our clients with diverse backgrounds achieve their financial & life goals through proper management of various components of personal finances. They are dedicated to provide competent Financial Planning services and maintain the necessary knowledge and skill and advice based on established Body of Knowledge and client requirements.

SmartFin School of Finance & Management, a sister concern of SmartFin Group, is committed to provide quality training and nurture aspiring Financial Planners and is involved in research activities. Working closely with SmartFin School, Smart Wealth Management ensures transfer and use of knowledge between advisory practice and training & research

 

Why Choosing Us
Best Wealth Mgmt. Company
Quality and a reasonable price
Experienced Professional Team
Professional Implementation
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How to reach us
Contact us at
PLot-2132/5140,
Ground Floor,BJB Nagar,
(Behind Aditya Hyundai, Lewis Road)
Bhubaneswar-751014, Odisha, India
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