S M Financial & Management Services makes a world of a difference to Wealth Management. It is an exclusive advisory service for Individuals and Family Offices who deserve high level of personal attention and execution expertise in managing their wealth.
Client confidentiality is the backbone of our success.
We provide a world of exclusive opportunities to grow our client’s wealth through our Open Architecture model i.e. either through our proprietary products or third party manufacturers.
S M Financial & Management Services stands as one of the wealth management leaders today. It is one of select few firms that provide its clients a complete suite of financial products & services ranging from his investment needs to business needs.
Founded on the principle of constant innovation, we have the expertise as well as the experience and perspective earned over generations of managing wealth. In other words, we are well equipped to address our client’s complex wealth planning challenges and help them benefit from the industry’s most promising new ideas.
We help you set your future financial goals strategically and systematically in advance. After analysing your risk appetite and several other factors that effect your assets we balance your portfolio minimising your risk, making your wealth work in your benefit for a lifestyle you have always dreamed of. We exceed client expectations with our fast, effective and friendly services. The service includes daily Market Update, Timely Update on MF, Shares, Insurance, Real Estate etc, Event Based Information; you will be kept fully informed on the markets.