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Wealth Management

Overview

At SMC Investments & Advisors Ltd., we bring together a comprehensive knowledge base with over two decades of experience to design customized solutions. Our dedicated Wealth Managers develop personalized wealth management strategies for our clients by listening to them and understanding their financial needs and goals. Our investment solutions cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

Our offerings

Our wealth management services include:
Portfolio Management Services
Equity PMS
  • Aggressive: The focus of this portfolio will be on small cap and mid cap stocks. The portfolio will take event based calls to enhance portfolio returns.
  • Moderate: This portfolio will invest predominantly in large and midcap companies. The focus will be on stock selection upcoming businesses and in high growth sectors.
  • Conservative: This portfolio will be invested primarily in large cap companies and have a small exposure to mid cap companies.
Strategic Transfer Portfolio (STP):
It is a combination of equity and debt portfolio with strategically increasing equity exposure. The investment objective of the portfolio is to generate returns by initially investing the funds in debt and liquid mutual instruments and subsequently strategically moving these funds out of these investments and investing in equity/equity related instruments with an endeavor to generate capital appreciation.
Portfolio Revamping Process
Our investment advisors periodically study your existing portfolio and offer advice based on your changing risk appetite and financial goals.
Customized Portfolio:
We try to create the model portfolios based on customers’ needs to specifically meet their financial goals and objectives thereby striving to provide optimal returns.
Quant Based PMS:
Equity Quant Strategy (EQS): Equity Quant Strategy is a proprietary quantitative model, and it uses a variant of GARCH to forecast volatility. This strategy attempts to identify & optimize Returns & Risk for each stock in the universe using momentum factors based on historical price data.

Other Services:

Wealth Builder Process
  • Financial Planning
  • Investment Planning
  • Trust Services
  • Estate Planning and Will
Alternate Investments
  • Structured Products
  • Private Equity Funds/ Real Estate based AIFs
  • Hedge Funds
  • Real Estate Solutions
Credit Solution/Financing
  • Loan Advisory
  • Loan against property/shares/MF
  • Home Loan Services
Our edge
  • Understanding and addressing of our client's financial needs
  • Working with investment experts, financial planners and tax experts to see the big
  • A belief that "Every client is unique & every plan has to be unique"
  • Dedicated Wealth Managers
  • Transparency in all our dealings
  • High client focus

Contact us

For more information please Log on to www.smcinvestments.co.in
SMS 'smc wms' to 56677
Or  Phone  +91-11- 43190800
Wealth Management
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