About Us

Smart Investor

is a wealth management and advisory company providing a unique blend of financial solutions to protect the future of our clients. We offer a wide range of financial, insurance and investment services to help you.

Why Smart Investor?

15 years of Investing Experience: Team Smart Investor is led by Pramod Kumar, who has more than 15 years of experience in Financial Planning and Investment Advisory.
We have developed our proprietary decision making system which helps us to generate superior long term returns and also manage risks better.
Relationship based model offering complete range of financial products: We offer holistic solutions to customers and focuses on developing a long term, mutually beneficial relationships. We offer help in investing in a wide array of assets like Shares, Bonds, Mutual Funds, Insurance and Private Equity.
Online Portfolio Tracking: Smart Investor offers all its clients the convenience of tracking their investments through the internet and Mobile App.

To navigate the complex world of wealth management, one requires highly specialized knowledge, which you get in a good Financial Adviser. We are there to help you investing in the right direction.

The best way to save your time and money

Smart Investor will save your time, money and improve the way you manage your business finances. You will have the control you need, with multiple disbursement and payment options, along with many other cash management features to help you optimize your business cash flow

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Our Vision

Our vision is to be the best financial service provider for our clients and a respected leader in global asset management.


Our Mission

Our mission is to emerge as a leading company offering regular income Solution, Helping Indians investors to become a Millionaire. Smart Retirement Solution Provider, Create Entrepreneur by Skill Development program and hassle free Loan Provider (CIBIL Free).
Apart from the above, to add value with active portfolio management to help our clients reach their long-term financial goals. We achieve this through our investment strategies, adhering to our values and investment principles, and offering employees a challenging and rewarding place to build a career.


Our Services

Financial Planning

We suggest better financial planning for you and your family. looking at the risk we advise the best plan to achieve your long-term goals.

Investment Advisory

We work as an adviser to build future. To achieve financial goals we assign a separate Relationship Manager to look into your financial aspirations.

How do I know it's for me?

We create your portfolio to choose from different investment plans based on your potential risk.

Robust Research & Analysis

We do complete research and analysis of your financial needs and goals. We aim to make wealth growth convenient for your and your family members.

Financial Freedom

We can get you out from all your financial barriers managing your present days. To know more about our services and plans, connect with us today!

Tax Consulting

Your adviser will help in managing your tax impact due to various income sources including capital gains, providing capital gains report and filing your individual tax returns.

Our Investment Plans

Limited Time Offer!!!
We offer Goa and Manali Tour
Couple stay at Hotel On Taking Any Investment Plan

Addition to this, please see our Smart Future Choice Plans and Benefits :

1. Regular Income after 2nd year
2. Future Pension after 20th year
3. Millionaire Corpus on Retirement upto 6 Cr.

Power Of One Rupee : Click here to download the file to see plans and benefits.

Smart Future Choice Plan One : Click here to download the file to see plans and benefits.

Smart Future Choice Plan Two : Click here to download the file to see plans and benefits.

Smart Future Choice Plan Five : Click here to download the file to see plans and benefits.

Join us as a Smart Advisor part time or full time. You can see long-term benefits like a government job...

1. Regular Income
2. Retirement Pension Provision
3. Millionaire Corpus on Retirement.

Exciting Benefits for Smart Advisor : Click here to download the file to see plans and benefits.

Property vs Smart Future Choice Plans

Smart Future Choice Plan is basically a virtual property investment which gives you regular income from very first day and also you get Property corpus on retirement.
1. Regular Income
2. Property Corpus on Retirement

Smart Future Choice vs Property : Click here to download the file to see plans and benefits.

Employees

12760

Locations

12760

Awards Winning

12760

Our Team

Pramod Kumar

Chief Partner

Satya Pal Singh

Business Partner

Amit Shomani

Fund Manager

Sonia Rajput

Legal Advisor

Our Distributors

Mr. Shankar Lal

Distributor

Mr. Narender Kumar

Distributor

Mr. Kamal Agarwal

Distributor

John Crisp

Thank you for being my financial planner to achieve life goals.

Extreme thanks to Pramod Ji for helping me get rid of my financial burdens and plan it in a better form.

Thomus Carl


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Contact Info

Visit us

YC Co-Working Space, 4th Floor

Plot No: 94, Opposite to Radisson Blu Hotel

Dwarka Sector-13, New Delhi-110075

Call us

+91-9289324455

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