Our Services

about us

We are here to manage your finance with experience

Comprehensive Financial Planning

At SmartFin Wealth Management, we develop insights into the many

Modular Planning

Modular Financial Planning is executing the Financial Planning process one step at a time.

Special Goal Planning

Each one of us has different aims in life, such as buying our own home, going on a world tour,

Review of Financial Plans

Changing your financial plan too often will be as bad as not having a

Implementation Services

Once we have developed your comprehensive financial plan, we continue our collaboration and work

Other Services

Through our company, we have the capability to deliver a broad range of quality financial solutions and services to achieve...

We'll help you plan with value added services

Wealth Management

Creating customized wealth strategies for every element of your financial life. Our services and solutions that help build, preserve and manage wealth.

Insurance Planning

You’ll never worry about your family’s financial future again. Risk management is an essential element of any healthy financial portfolio.

Retirement Planning

Worry less about your retirement with confidence in a plan. You deserve to retire with the confidence.

Investment Planning

A sound investment strategy is critical to helping your money grow and, ideally, outpacing inflation. High-quality advice to identify opportunities for individual investors.

Tax Planning

Tax planning is a key element of wealth creation. Legally reduce your tax liability with the help of our personalised tax planning services.

Estate Planning

Create an enduring legacy that passes on your values as well as your assets. We make it easier for you.

Mutual Fund

A flexible, diversified approach to fixed income can potentially generate consistent long term returns.

Fixed Income

Well regulated structure and higher yield potential, offer a great opportunity for investors to invest and build wealth.

Choose the best pricing
to start consulting

Financial planning & advisory is an immersive and deeply engaging exercise. Advice from an expert plays a key role in personal financial planning for your family.
Good Advice –Valuable: those who provide it should be paid accordingly. Trusted Financial Advisor!
Get expert financial advice you can trust and work with a CFPCM , CWM® Professional Now.

Comprehensive Financial Plan

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future.
Rs. 14,999 / one time
  • A Holistic Approach
  • 60-70 Pages Written Plan.
  • Building wealth through a process
  • Works as your compass.
  • Gives Peace of Mind

Modular/ Special Goal Plan

Although we believe the best advice comes through comprehensive planning, we are happy to focus on specific priority areas of your financial life.
Rs. 4,999 / per module plan
  • Greater clarity of purpose
  • Better alignment of assets
  • Advantageous mental accounting
  • Increased wealth
  • Decreased emotional decision-making

Hourly Charge

This can be a great way to pay for special project financial advice/ discussion. A rate charged per hour, typically for a special project or consulting.
Rs. 999 / per hour
  • Checking in with an expert.
  • Don’t overpay for anything
  • Have a couple of questions
  • A bad experience previously
  • Make your own decisions