SM Money Flow Introduction

Most of us focus on earnings and at times be prudent in spending. Owing to lack of discipline or confidence or awareness we miss out on good investing opportunities.

One size does not fit all. Each of us seek a dependable and knowledgeable counselor who can understand our needs, life stage, risk appetite and financial goals. At Sm Money Flow we believe that "Investing right" is the secret of wealth creation. Our sharp insights will help you make these wise decisions. Let us know your contact details and we would be delighted to discuss further.

Investment Planning

Everyone needs to save for a rainy day. Once you have saved enough to take care of emergencies, you should start thinking about investing and to make your money grow. We can help you plan your investments so that you can reap adequate benefits and achieve your financial goals. It includes risk profiling, creation of investment portfolio, assets allocation, creation of wealth, periodical review and re-balancing.

Retirement Planning

It is the biggest component of Financial Planning as Your working period (Accumulation Phase) & Retirement period (Distribution Phase) are almost equal. We will help you in planning your retirement. We will help you in creating a portfolio which will take care of your lifestyle expenses. We will help you in taking care of your future expenses like Children's Education, Buying House etc.

Insurance Advisory Planning

Protecting you and your loved ones against potentially devastating, unforeseen events is at the foundation of any sound financial plan. We will analyze your existing protection through Term & Health insurance and will recommend additional coverage if required.

Tax Planning

Tax planning is an important part of financial planning. Efficient tax planning enables you to reduce your tax liability. With our advice, you will pay the right amount of tax. This is done by legitimately taking advantage ofall tax exemptions, deductions rebates and allowances while ensuring that your investments are in line with your long term goals.

Child Future Planning

It is done to secure your child's future by arranging funds for his higher education and marriage. It should be started as soon as your child is born. The expenses for education and marriage are rising everyday and we will help you formulate a defined financial strategy to achieve these goals.

Products We Offer

⇒ Life Insurance
⇒ Health Insurance
⇒ Personal Accident Insurance
⇒ Vehicle Insurance
⇒ Households Insurance
⇒ Mutual Funds
⇒ Fixed Deposits
⇒ Small Savings
⇒ Tax Savings Scheme
⇒ Capital Gain Bonds

Services We Offer

⇒ Wealth Creation in Fiancial Assets
⇒ Wealth Protection and Preservation
⇒ Retirement Planning
⇒ Investment Planning for children        Higher Education and Marriage
⇒ Pension Plans / Schemes
⇒ Pan Services

Disclaimer:
Few Services are available only on fee based. SM Money Flow will not undertake any responsibility for the performance of the schemes or timely payment of interest or any other income and repayment of principal invested. Invested. Investors are requested to take informed decisions and verify the services we offer before investing.