Smart Wealth Management Advisory Services is a trusted financial advisory firm in Chandigarh, helping individuals and families make smart investment decisions and build long-term wealth
Your Trusted Partner for Smart Financial Growth
Smart Wealth Management Advisory Services is a professional financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial security and wealth creation. Established in 2022, we are based in Chandigarh and offer customized, research-driven financial solutions backed by expert insights and ethical advisory practices.
Led by Founder Poonam Nimesh, who brings 3+ years of proven experience in financial advisory and wealth management, we aim to simplify investments and guide our clients toward smarter financial decisions.
“A person who saves wisely today builds freedom for tomorrow” – Ratan Tata
At Smart Wealth Management Advisory Services, we believe that financial success begins with clarity, discipline, and expert guidance. Our advisory approach is built on deep market understanding, risk assessment, and customized strategies that align with our clients’ financial aspirations. We work closely with our clients to understand their income, expenses, goals, and risk tolerance, enabling us to design practical and sustainable financial plans.
Expert guidance to invest in equities with a strategic, research-based approach.
Goal-oriented mutual fund solutions aligned with your risk profile.
Comprehensive planning to manage income, savings, and long-term goals.
Secure your future with structured retirement income strategies.
Protect your family and assets with the right insurance coverage.
Identify quality IPO opportunities with expert market insights.
Your financial goals are at the heart of every recommendation we make.
We believe in honesty, clarity, and ethical financial guidance.
Led by Poonam Nimesh with 3+ years of financial advisory expertise.
Our strategies are designed for sustainable, long-term wealth creation.
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Smart Wealth Advisor has emerged as a trusted name for personalized financial advisory services across investments, planning, insurance& wealth growth.
We don’t open and operate Demat accounts. We only advise our Clients on different types of investments for long term wealth creation. Buying and selling the financial instruments are solely done by our clients. The stocks and mutual funds returns are subject to market risk and not guaranteed in future. Our esteemed Clients will be solely responsible for their gains or losses.
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