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How we do it. The journey explained

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Risk Profiling

Risk Profiling

Understand your risk taking ability

Goal Planning

Goal Planning

Identify your financial goals

Invest Online

Invest Online

Invest in the best identified investment avenues

Goal Monitoring

Goal Monitoring

Track your goals & see them fulfil

Partnerin for Success: S M Investments Impact in Numbers
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Financial Calculator
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Download Forms
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Financial Fitness
Financial Fitness
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Risk Profile
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Useful Links
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Top Features We Provide

Discover our top features: expert financial guidance, diverse investment options, personalized solutions, seamless digital experience, robust risk management, transparent processes, timely updates, and dedicated support for your financial journey.

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What we offer

Mutual Funds

Mutual Funds

A mutual fund is a pool of money managed by a professional Fund Manager. It is a trust that collects money from a number of investors who share a common
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Systematic Investment Plan

Systematic Investment Plan

Systematic Investment Plan (SIP) is an investment plan (methodology) offered by Mutual Funds wherein one could invest a fixed amount in a mutual fund scheme periodically, at fixed intervals
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Fixed Income Products

Fixed Income Products

Fixed Deposits are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference.
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National Pension Scheme

National Pension Scheme

The National Pension Scheme (NPS) stands as a cornerstone for a stable retirement, offering a structured approach to safeguard your financial future.
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Life Insurance

Life Insurance

Life insurance is your safety net, providing financial protection and peace of mind. Secure your family's future effortlessly.
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Health Insurance

Health Insurance

In today's unpredictable world, your health should be your top priority. Health insurance provides the financial safety net you need to safeguard your well-being.
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PMS

PMS

Portfolio Management Services (PMS) offer personalized investment strategies designed to meet your financial goals. With expert guidance and tailored portfolios
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AIF

AIF

Alternative Investment Funds (AIFs) are a popular investment vehicle that provides opportunities to invest in assets beyond traditional equities and bonds. Designed for sophisticated investors,
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P2P Lending

P2P Lending

Peer-to-peer (P2P) lending makes it possible for individuals to obtain loans directly from other individuals, without going through a bank or other financial institution. The proliferation of websites that
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Tax Saving

Tax Saving

Equity-Linked Savings Schemes are called as ELSS funds in short, these are the only tax-saving mutual funds that primarily invest a minimum of 80% in equities .
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NRI Corner

NRI Corner

India remains a key investment destination for Non-Resident Indians (NRIs) seeking long-term wealth creation. Through regulated channels, NRIs can invest in mutual funds, fixed deposits,
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NRI Corner

India remains a key investment destination for Non-Resident Indians (NRIs) seeking long-term wealth creation. Through regulated channels, NRIs can invest in mutual funds, fixed deposits, real estate, and other financial instruments. Taxation for NRIs varies based on residential status and income source, with specific rules under the Income Tax Act and DTAA (Double Taxation Avoidance Agreement).

Understanding FEMA guidelines, repatriation rules, and choosing the right investment vehicles can ensure seamless financial growth. Our platform assists NRIs with end-to-end investment support, including KYC documentation, goal-based planning, and tax compliance guidance tailored to their unique financial goals.

Whether you're looking to invest in Indian markets or need assistance with taxation, we’re here to simplify your journey with trusted insights and seamless execution.

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Power Of SIP

Unlock the potential of wealth creation with SIP – disciplined investing, rupee cost averaging, and compounding for long-term growth.

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Don’t just take our words

Read our client testimonials to discover how we’ve helped individuals and businesses achieve their financial goals with personalized solutions, expert advice, and a commitment to excellence in service.

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Our Partners

Join hands with us as an Associate Partner and unlock opportunities to grow your business with our trusted financial solutions, personalized support, and a commitment to shared success.

Chandrashekhar Prasad

Exceptional guidance and service. If you are looking for expert guidance on mutual fund investments, I highly recommend S M Investments

Sanjeev Kumar

I have a great experience with S M Investments. Their knowledge and service are top-notch

Shubhangi Brahmjeet

Their expertise in mutual funds has helped me make well informed investment decisions. If you want a partner who truly cares about your financial success, look no further than S M Investments.