About
S&A InvestSmart
S&A InvestSmart brings its insights, experience, investment strategy and discipline, to help you clearly identify, define and achieve your financial goals. The foundation of S&A InvestSmart is built upon years of experience and wisdom of its founders.
Promoted by professionals with extensive experience in Banking & Financial Services & Law, S&A InvestSmart is a distributor of financial products and a guide to you in your investment journey. We assist you in finding the best suitable investment products depending on your risk profile / risk appetite.
On the legal services front we work with you for any legal guidance as required, such as drafting of Wills, obtaining succession certificate, Deed of Family Arrangement and more.​
Financial Investments
Made Easy
There are multiple asset classes available for investments to suit the investor’s requirements. We help you to identify the right fit for you and take you through the investment journey. Sound financial growth requires periodic monitoring and guidance as well as proactive investment strategy - we ensure that we are with you through your decisions.
The core strengths of S&A InvestSmart are​
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Appropriate planning and Goal Setting
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Strategy & Solutions
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Periodic Monitoring
Vision
To be the most Trusted and Preferred Financial & Legal Services provider by guiding each customer on the path to create Wealth
Mission
To provide personal and customized solution to each customer to help them achieve their Financial Goals by ensuring the following
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One-one-one discussions / focus on individual w.r.t. Mutual Fund investments
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Ease of implementation / execution
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Periodic monitoring and action (as may be required)