Achieve your financial goals with expert advice from Smart Wealth Financial Advisory, led by certified investment consultant Rohit Verma.

We specialize in crafting personalized financial strategies designed to match your goals, risk profile, and life stage — whether you're just starting your career, planning for retirement, or scaling your business.

🧾 Our Services Include:

📈 Investment Planning

Diversified portfolio creation
Mutual Funds, SIPs, Bonds, and ETFs
Periodic portfolio reviews and rebalancing
Goal-based investing for education, property, and travel

💸 Tax Planning & Retirement Solutions

Tax-saving investments under Section 80C
NPS, PPF, ELSS, and pension plans
Early retirement planning & post-retirement income strategies

🏥 Insurance Advisory

Health insurance (individual & family floater plans)
Life insurance & term policies
Guidance on ideal coverage based on age and lifestyle

📊 Budgeting & Debt Management

Monthly budgeting tools & coaching
Debt restructuring and loan repayment planning
Credit score improvement tips and monitoring support

🏢 Business Finance Consulting (for MSMEs & Startups)

Cash flow forecasting
Business loans & funding guidance
Investment structuring for founders

🎓 Financial Literacy & Training

One-on-one educational sessions for students and young professionals
Family wealth planning workshops
Quarterly webinars on market trends and tax hacks

🔒 Why Choose Smart Wealth?

✅ Over 10 years of experience in financial planning

✅ Transparent, no-commission-based advice

✅ Flexible scheduling with online consultations

✅ Dedicated client support and periodic check-ins

✅ Data privacy and ethical advisory practices

💼 First consultation is absolutely free – No obligations.

📍 Available fully online via Zoom or Google Meet, making expert advice accessible anywhere, anytime.

📞 Book a session today and take the first confident step toward financial freedom and security.

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