Comprehensive Financial Solutions Under One Roof
At SMAD Wealth, we provide institutional-grade wealth management tailored to your unique financial landscape. Our precision-driven approach ensures disciplined growth and legacy preservation.
Our Core Disciplines
Financial Planning
Holistic financial roadmap designed to achieve long-term capital growth and life goals.
Wealth Management
Discretionary and non-discretionary portfolio management for high-net-worth individuals.
Investment Planning
Strategic asset allocation across mutual funds, direct equities, PMS, and fixed income.
Corporate Tax Planning
Tax-efficient treasury cash management and corporate surplus deployment strategies.
Tax-Saving Strategies
Optimizing capital gains tax, ELSS, 10F/DTAA for NRIs, and tax-harvesting techniques.
Demat Services
Seamless demat portfolio integration with primary custodians and depository participants.
NRI Services
Specialized NRE/NRO repatriable investment solutions, FEMA compliance, and DTAA advisory.
IEPF Advisory
Assistance in recovering unclaimed shares, dividends, and demat assets from IEPF authority.
Loan Related Services
Loan against securities, LAS, property loans, and corporate debt structuring.