Chartered Financial Analyst (CFA). His expertise lies in crafting personalized financial plans that align with your goals, simplifying complex finance jargon effortlessly. With a rich background in corporate finance, Pankaj has significantly contributed to managing portfolios worth over 1500 crores for portfolio managers. As our equity research specialist, he navigates stock markets and mutual funds to tailor strategies that maximize your wealth growth. Trust him to make your financial journey rewarding and straightforward, backed by proven results and a commitment to surpass your expectations.

He specializes in financial solutions for High-Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs), focusing on investment vehicles like Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and GIFT City opportunities. With extensive corporate finance experience, Pankaj has managed portfolios exceeding INR 1,500 crores for leading portfolio managers. His expertise spans stock markets, mutual funds, and alternative investments, enabling him to design strategies that maximize wealth growth efficiently.

With over four decades of dedicated service, his profound expertise and visionary leadership have been instrumental in shaping the legacy we carry today. As a distinguished CM's Club member in LIC India, Rakesh exemplifies a commitment to excellence, offering tailored insurance solutions honed by deep industry insights. His unwavering dedication ensures a seamless transition of our legacy to the new generation while upholding a tradition of trust and client-centric service. Trust Rakesh Ji, a stalwart insurance expert, to navigate you towards a secure and prosperous financial future.

Understanding that each client's situation is unique, Mr. Manish goes beyond one-size-fits-all solutions. His commitment to providing personalized insurance guidance ensures that clients receive not just coverage, but coverage that aligns seamlessly with their specific requirements. Mr. Manish's exceptional capabilities extend across various critical areas within the insurance realm. From adept risk management strategies to meticulous claims handling, and unparalleled customer service, he brings a comprehensive skill set to the table.

and team building. With hands-on experience in Wealth Management, Mutual Funds, PMS, AIFs, and Unlisted Shares, he brings deep domain expertise to the organization. Working closely with the Founder, he is responsible for scaling operations, mentoring the next generation of talent, and shaping Smart Paisa’s growth journey into a robust, future-ready organization.

As a key contributor to our growth, she focuses on helping clients build and manage wealth effectively. Her strategic approach and client-centric mindset play a crucial role in enhancing financial outcomes and expanding our advisory services

She collaborates closely with Mr. Pankaj to explore new products that enhance client experience and works alongside Mr. Manish to keep him informed about regulatory changes and product developments in the insurance sector. Her expertise and insight are integral to our growth and innovation.

From addressing complex issues to providing tailored support, she excels in fostering trust and maintaining strong relationships with a diverse clientele, including HNIs and NRIs, by delivering exceptional service and attention to detail.

His dedication ensures timely completion of all tasks, guaranteeing top-notch service for our clients. Not only does he efficiently manage staff and resources, but Suraj also actively engages with clients, contributing significantly to enhancing our service delivery. Acting as the backbone of our team, his versatile expertise bridges the back-office operations and client-facing responsibilities, underscoring his indispensable role in our overall success.

ensuring top-notch service from the ground up. A proactive problem-solver, Alok's expertise plays a vital role in nurturing client relationships and ensuring smooth operations. His friendly approach and experience shine, making every client interaction exceptional

Her dedication supports smooth operations across retail, HNI, and NRI segments. By handling administrative details meticulously, she allows the team to focus on client relationships and delivering high-quality service, ensuring seamless operations and consistent client satisfaction.