We help you devise a detailed plan to help manage your finances in an optimal manner. Budgeting and cash flow management taking into account current expenses, future projections, retirement needs, finanical goals, etc is undertaken to achieve the objective of financial freedom.
Wealth management for clients who want to preserve and accumulate wealth. A detailed assessment of risk and return objectives is undertaken to arrive at optimal asset allocation and diversification. Wide gamut of investment products on the platform helps identify core profit making opportunities.
Our product offerings include all types of investment options to help you achieve your financial and wealth goals. On our platform, we offer wide range of investment products across Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Direct Equity, Bonds, Corporate Deposits, etc to cater to the needs of all types of investors.
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unplanned events. We work with you to identify your risks and implement a cost-effective risk management program developed with your specific circumstance and requirements in mind. We have tie-ups with multiple health insurance and life insurance companies to source the best plans for you keeping in mind your personal objectives and existing insurance arrangements.
Smeet is a seasoned investment professional having seen and created wealth for clients across market cycles. He began his finance career in 2014 at Barclays Private Wealth managing investment portfolios of HNI clients, key family offices and corporate treasuries. He was also engaged in research and end to end evaluation of products such as mutual funds, PMS, alternative investment funds and structured products. In 2018, he left Barclays and started Street Wise Financial Services to provide unbiased & transparent financial solutions to a wider base. He holds MBA in Finance from K.J. Somaiya Institute of Management Studies & Research. He is AMFI registered mutual fund distributor.