SMIFS Design System

investment advisory

Products & Services

Investment Advisory

Our investment advisory offerings are designed to support informed participation across financial markets, guided by suitability, transparency, and regulatory compliance.

Advice built on research. Delivered with responsibility.

Personalised portfolio strategies designed to align investments with client objectives, risk appetite, and market suitability.

Secure and compliant demat and transaction services ensuring seamless holding and record maintenance of securities.

Structured access to derivative instruments for hedging and strategic market participation, suited to informed investors.

Access to primary market opportunities and buyback participation with informed, process-driven guidance.

Curated mutual fund solutions across categories to support disciplined investing and portfolio diversification.

Exposure to non-traditional asset classes for portfolio diversification, subject to suitability and regulatory norms.

Well-researched equity access focused on long-term participation in listed companies, aligned with individual risk profiles.

Cost-efficient exposure to market indices and asset classes through exchange-traded fund solutions.

Facility enabling eligible investors to leverage positions within regulatory frameworks and risk disclosures.

Access to fixed-income securities offering predictable cash-flow structures based on issuer terms.

Investment options focused on income-oriented instruments to support stability within portfolios.

Independent, data-driven market insights and reports to support informed investment decision-making.

Customised investment structures combining market-linked instruments to address specific risk-return preferences.

Start your investment journey with a simple, expert-led process.

Book a consultation call.

Why Investment Advisory

Why Choose Smifs

Why Choose Investment Advisory illustration

40+ Years of Expertise You Can Trust

We’ve been helping people make smarter financial choices for over four decades. Our experience runs deep, our approach stays fresh, and our goal is simple: your growth. At SMIFS, we’ve seen markets change and helped clients thrive through it all.

Services Across 16+ Cities

We’re closer than you think. With a presence in more than 16 cities, we bring financial expertise right to your doorstep. Wherever you are, we’re here to guide your journey.

Strong PMS and Advisory

Your wealth deserves personal attention. Our portfolio management and advisory services are designed around you. We listen, plan, and act to help your money work smarter.

4. Seamless Trading Experience

Trade from wherever you are, whenever you want. Our platforms on web, mobile, and desktop make investing simple and secure. Fast, intuitive, and built to keep you in control.

How to Open Account at SMIFS

Schedule a Consultation

Fill out a simple form or call us to book a session with one of our financial specialists

Discuss Your Goals

Receive a personalized strategy with clear recommendations to help you move forward with confidence.

Discuss Your Goals

Receive a personalized strategy with clear recommendations to help you move forward with confidence.

FAQ'S

Committed to Transparency, Compliance, and Investor Protection

Investment Advisory involves providing professional guidance based on an investor’s financial goals, risk profile, and time horizon, to support informed investment decisions.

No. Investment advisory focuses on suitability, asset allocation, and long-term planning rather than short-term stock tips or trade-based suggestions.

Recommendations are made after understanding the client’s objectives, financial situation, and risk tolerance, supported by research and market assessment.

No. Investment advisory does not assure or guarantee returns, as all market-linked investments are subject to risk and market conditions.

Investment advisory services are suitable for individuals seeking structured guidance across investments, subject to regulatory norms and suitability assessment.

Discover more ways we can support you

Investment Advisory

Guidance shaped around individual goals and risk profiles.

Investment Advisory

Guidance shaped around individual goals and risk profiles.

Your One-Stop Hub for All Investor Communications

Whether you have a query, need assistance, or wish to explore our services, our team is here to help. We believe clear communication is essential to building trust and supporting confident decision-making.

Your One-Stop Hub for All Investor Communications

or you can reach out us at

+91 9830121215

helpdesk@smifs.com

Level Up Your Finances with SMIFS

Start your investment journey with a simple, expert-led process.

Book a consultation call.