Offerings from SMARTMF:
√ End to End process execution for investment in Mutual Fund
√ Thorough and unbiased research on funds based on investors’ goals, objectives and risk appetite
√ Paperless On-Boarding of Investors
√ Buy, Sell, Switch, SIP and perform all other transactions online
√ Portfolio Tracking and Report Generation
√ Consolidated View of all Mutual Fund folios at single place
√ Quarterly review of all funds by our analysts' team and advise to the investors in case any amendments are required
√ Help customer reaping the tax benefit through mutual fund investments
√ Help customer to initiate and manage SIP and how make the most benefit out of it
√ Financial Planning and strategies to meet different goals/objectives