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estate planning and wealth transfer

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Estate Planning & Wealth Transfer

A legacy is more than assets; it is the intention behind them. We work closely with you to create a plan that safeguards what you’ve built, reflects your wishes, and preserves your values for the next generation. From crafting a clear succession structure to managing tax considerations, we ensure your wealth is passed on with dignity and meaning.

Introduction

MUTUAL FUNDS SEBI registered Portfolio Manager, Headquartered in Kolkata, Offices in Mumbai and representative offices in Chennai, Bengaluru, and Delhi. Investment decision is taken by a Committee of Core Group who are certified wealth manager with averag

Why Estate Planning & Wealth Transfer

Why Choose Smifs

Why Choose Estate Planning & Wealth Transfer illustration

25+ years of proven expertise

in financial advisory with consistent outperformance.

Experienced leadership and a stable research team

supported by strong market ties and clear conduct standards.

Focused on identifying emerging stocks and sectors

using field research and direct company insights.

Core philosophy rooted in long-term

rational investing, with full transparency and no exit load.

SMIFS PMS PRODUCTS

FAQ'S

SMIFS PMS PRODUCTS

Our solid, long term investment product is called Smifs Evergreen. The Holy Bible says (New Testament, Galatians 6:7) – ‘Whatsoever a man soweth, that shall he also reap’ We choose only the sturdiest, evergreen plant that yield sweet fruits – season after season. We take tender loving care of these plants. And they become trees. They come from a solid gene pool, and give a decent harvest in almost all seasons. They can withstand bad weather. These are the plants that we sow for the long term. Core values underlying the Smifs Evergreen Portfolio
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