We as Invest Smartly incorporated in the year 2006 and at present having 600 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM
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RACHNA SARAF |
| Rachna Saraf is a professional with over 18 years of experience in Wealth Management, Financial Planning and Mutual Fund Investments.She started her career with ICICI Prudential and worked there for almost a decade. She was one of the top performers at her position and bagged many awards for her outstanding performance. She is now an independent advisor with 600+ plus clients and her expertise lies in financial planning, portfolio management and investment advisory services. | |
