Smart Wealth: Creating Happiness from investments. We are a Wealth Management, Investment planning firm based out of Borivali, Mumbai. Today we handle financial portfolios of more than 500 customers and handle financial assets of more than 20 Crore and Sum assured under managemt is more than 450 crores. We cater to individuals, NRI’s and corporate customers for their financial needs and provide end to end financial solution. Our Services Basket include
- Complete financial planning
- Goal specific financial planning
- Retirement planning/ Legacy planning
- NRI repatriation planning
- Property /Loan repayment planning
- Child education planning
- Business consultancy for funding needs
- Tax planning.
- HR placement services, Staffing services. Advantages of Dealing with Chintamani Securities
1. Goal Specific Financial Planning: We help you understand your Goals and align your financial investments to those goals.
2. Financial Health Check up: We help you identity where to invest, what class of assets (Eg Equity, Debt, gold, property etc), when to invest, where to stay invested and where not to etc.
3. One stop shop: We deal with multiple companies and products, thus we become a one stop solution for all your financial needs. You need not go to multiple people, companies, call centers to get your problems solved.
4. Professional team and award winning consultant.
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