Why Smart Solutions?

THE FOLLOWING ARE THE IMPORTANT REASONS WHY YOU CAN COUNT ON US:

PASSIONATE ABOUT FINANCIAL PLANNING

Creation of a Comprehensive financial plan is a skilled job and a thorough professional can frame it, keeping in mind the value it can generate for the client and the positive change it can bring in ones attitude towards handling financial matters. At Smart Solutions, it is not only a profession to practice, but a passion to bring about the positive change in one’s life towards money and other aspects of life. Such passion is the most important Fundamental basis on which we have built our organization.

RESEARCH BASED APPROACH

We at Smart Solutions, follow a systematic research based approach in all aspects of financial planning. Constant Study is done with regards to various markets which affect the investments products and its Valuations. Constant study is done with regards to changes in the regulatory environment affecting one’s finances like changes in tax laws by Tax Authorities, Insurance policy changes recommended by IRDA, changes in guidelines for individual investors by SEBI, PFRDA, RBI, etc. Such relative changes are brought to the notice of the clients and plans are created or modified accordingly.

QUALIFIED TO ADVICE

Even SEBI has realized the importance of quality of advice that affects one’s financial status. Hence, SEBI is constantly trying to educate the investors and also bringing in regulatory changes on qualifications required to practice as advisors in the field of financial planning. We at Smart Solutions ensure that we are not only qualified enough to give you quality advice, but also update and upgrade ourselves and our knowledge for the benefit of our clients at large.

USE OF TECHNOLOGY FOR REAL TIME OUTPUT

We use the latest softwares to derive accuracy in creating a financial plan for our clients. We have also adopted effective modes of communication for accurate and quick flow of information between us and our clients. We intend to achieve a turn-around response time of 24 hrs max for any complex querries of our clients.