Smart Wealth Services – Investment Advisory & Wealth Management Services.
We are one of South India’sleadingand most successful distribution companies of various financial product.

The Journey
The company has been in the financial services Market since 2010.We strive to help customers Make informed Investment choices through Customized advisory services. Smart Wealth Services provides end-to-end Solution for successfully creating wealth to the Investors through systematic services handhold the Client’s wealth on a long term basics.

Company Core Ethic’s
We provide unbiased & ethical advise. We aspire to serve our investor in such a way that each one of them comes to us with clear that all the product and the advice we provide are completely ethical and accurate. Driven by the strong vision of ‘Creating Wealth and Transforming Lives’, we are on constant endeavor to seize the best investment opportunities that are meaningful & effective in building wealth and serving the interests of the customer.

Our Growth Story
The Company has grown steadily since its inception. Headquartered at Coimbatore, the company has two Branches, one each at Chennai and Coimbatore,it is the trust in us which fuels the passion for creating progressive solution for our clients.

With a strong client base of 500 and counting and an investment if over 50 crore of asset under management the company intends to further its efforts and wish to open many more satellite offices covering the entire length and breadth of the country. Irrespective of the rapid growth.

Also, we strongly feel that technology will play crucial role in our growth and we are committed toward investing and enhancing our technology infrastructure which will further augment our growth and enable us to connect with our client more effectively.

• Financial Planning : Customized Financial Planning for Individuals

• Mutual Funds & Equity Investments : Advice on the Best Funds available for long term objectives

• Risk Management : Individual Financial Risk Assessment and Management Services

• Retirement Planning : Planning for Financial Freedom of an Individual post retirement

• Health Insurance : Individual health Insurance plan/customized group insurance packages for small, medium and large scale companies

• Loans and Credits : We deal in various types of loans- Housing, Personnal etc.,

WebService : Web based support for comprehensive portfolio management.
Doorstep Service : For Documentation and all transactional support.
Techservices : Customized APP and online investment research and information access.
DedicatedHelpline : Dedicated Client Relationship Manager and customer support team for regular support and assistance.
AlliedServices : Assistance in allied non –financial admin services like KYC- KRA and other regulatory compliances.

Chennai, sws.servicesconnect@gmail.com, vijaya.sws@gmail.com