You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
Who We Are
Your Trusted Partner in Financial Planning
At SM Money Care, we believe in creating personalized financial strategies that aling with your goals and values
With over 15 years of industry experience, SM Money Care has helped more than 600 clients achieve their financial goals through personalized planning and strategic investment choices. We believe that financial planning should be accessible and understandable for everyone.
Our approach combines technical expertise with clear communication, ensuring you always feel informed and confident about your financial decisions. Our mission is to empower individuals and businesses with the knowledge and tools to achieve financial security and growth. Lets work together to make your goals a wonderful reality.
Our Impact
Creating Financial Success Stories
Numbers that reflect our commitment to exceilence and client saticfaction in financial advisory services
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Happy Clients
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Successful Claims Settled
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Years of Experience
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AMC Partners
Our Partners
How We Work
Our Three-Step Approach
We follow a simple yet effective process to help you achieve your financial goals with clarity and confidence
Ready to begin your journey towards financial stability and growth?
Start Your PlanWhat We Offer
Comprehensive Financial Services
As your dedicated insurance advisor, we provide a wide range of financial services tailored to meet your unique needs and goals
General Insurance
General insurance provides coverage for risks other than life, including property, motor, travel, and liability insurance. It ensures financial protection against unforeseen events, giving you peace of mind.
Health Insurance
Health insurance ensures financial security during medical emergencies by covering hospitalization costs, treatments, and other healthcare expenses. It helps you access quality medical care without worrying about financial strain.
Life Insurance
Life insurance provides financial protection to your family in the event of your untimely demise. It ensures that your loved ones can maintain their lifestyle and meet essential expenses in your absence.
Personal Accident
Personal accident insurance provides financial coverage in case of accidental injuries, disabilities, or death. It ensures that you and your family are protected from unexpected financial burdens arising from accidents.
Mutual Funds
Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management.
Corporate Bonds
Corporate bonds are debt instruments issued by companies to raise capital for business operations, expansion, or other financial needs. Investors who purchase these bonds are essentially lending money to the company in exchange for periodic interest payments and the repayment of the principal amount at the bond's maturity date.
Retirement Planning
Retirement planning is the process of setting financial goals and creating a strategy to ensure you have sufficient funds to maintain your lifestyle and meet expenses during your retirement years. It involves saving, investing, and managing finances to ensure financial security when you stop earning actively.
Portfolio Management Services
Portfolio Management Services (PMS) offer personalized investment strategies designed to meet your financial goals. With expert guidance and tailored portfolios, PMS helps investors navigate market fluctuations and achieve sustainable growth.
Pre-IPO Shares
Pre-IPO shares are shares of a company that are offered for investment before the company goes public through an Initial Public Offering (IPO). These shares are sold to private investors, institutional investors, and high-net-worth individuals during the early stages of growth to raise capital for expansion and operations.
Not sure which service fits your needs? Contact us for a personalized consultation
Plan With UsFinancial Tools
Power Of SIP Calculator
Discover how small, regular investments can grow over time the power of compound interest
Invested
1,20,000
Returns
1,20,000
Total
1,20,000
Want to learn more about how systematic investments can help you achieve your financial goals?
Get Expert AdvicePower of SIP
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Get Started with SM Money Care
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Portfolio Analysis
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Invest Online
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
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Goal Tracker
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
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Research
Invest in well researched cherry-picked perfectly balanced portfolio.
Stay Informed
Market Updates
Keep up with the latest financial news, market trends, and insights to make informed decisions
Client Stories
What Our Clients Say
Hear from individuals and businesses who have transformed their financial journey with our guidance
Amit Badaya
Last year, I met with a road accident that resulted in high medical bills. Thankfully, I had an accidental policy recommended by SM Money Care. Sanjay Modi's team was quick to step in, guiding me through the claim process and ensuring I didn't face any additional stress. The claim was approved faster than I expected, and I received the full settlement without any hurdles. Their proactive and empathetic approach is something I'll always appreciate.
Harsh khandelwal
As a business owner, I needed someone trustworthy to handle my insurance needs. SM Money Care provided me with a comprehensive business insurance plan that covered all my risks. Their attention to detail and thorough explanations gave me confidence that my company is well-protected. Sanjay and his team are approachable and always ready to help. Working with them has been one of my best decisions.
Pradeep Agarwal
I had investments scattered across multiple funds and policies, which was difficult to track and manage. That's when I approached SM Money Care. Sanjay Modi and his team reviewed my entire portfolio and created a clear, goal-oriented plan. They explained complex terms in simple language and consolidated my investments to maximize returns. Today, I feel in control of my finances and confident about my financial future. Their personalized service and dedication have made all the difference. I trust SM Money Care completely for their expertise and client-centric approach.
Ashok Koolwal
As parents, our biggest concern was securing our daughter's future, especially her education. SM Money Care introduced us to the concept of Systematic Investment Plans (SIP) and helped us choose the right one based on our goals and budget. Over the years, the disciplined investment has grown significantly, giving us peace of mind that her education is financially secure. Sanjay Modi and his team have always been approachable and proactive, ensuring we stay on track with our plans. I highly recommend SM Money Care for anyone looking to create a stable financial future for their loved ones.
Manish Jindal
SM Money Care has been instrumental in guiding me towards sound investment decisions. Their expert advice and personalized approach have helped me achieve my financial goals with confidence. Highly recommended!
Sharad Jhalan
The team at SM Money Care is professional, knowledgeable, and always ready to assist. Their financial insights and strategic planning have significantly improved my portfolio performance. A trustworthy partner in wealth management!
Want to learn more about how systematic investments can help you achieve your financial goals?
Get Expert AdviceAmit Badaya
website developer
Last year, I met with a road accident that resulted in high medical bills. Thankfully, I had an accidental policy recommended by SM Money Care. Sanjay Modi's team was quick to step in, guiding me through the claim process and ensuring I didn't face any additional stress. The claim was approved faster than I expected, and I received the full settlement without any hurdles. Their proactive and empathetic approach is something I'll always appreciate.
Harsh khandelwal
project manager
As a business owner, I needed someone trustworthy to handle my insurance needs. SM Money Care provided me with a comprehensive business insurance plan that covered all my risks. Their attention to detail and thorough explanations gave me confidence that my company is well-protected. Sanjay and his team are approachable and always ready to help. Working with them has been one of my best decisions.
Pradeep Agarwal
sales manager
I had investments scattered across multiple funds and policies, which was difficult to track and manage. That's when I approached SM Money Care. Sanjay Modi and his team reviewed my entire portfolio and created a clear, goal-oriented plan. They explained complex terms in simple language and consolidated my investments to maximize returns. Today, I feel in control of my finances and confident about my financial future. Their personalized service and dedication have made all the difference. I trust SM Money Care completely for their expertise and client-centric approach.
Ashok Koolwal
sales manager
As parents, our biggest concern was securing our daughter's future, especially her education. SM Money Care introduced us to the concept of Systematic Investment Plans (SIP) and helped us choose the right one based on our goals and budget. Over the years, the disciplined investment has grown significantly, giving us peace of mind that her education is financially secure. Sanjay Modi and his team have always been approachable and proactive, ensuring we stay on track with our plans. I highly recommend SM Money Care for anyone looking to create a stable financial future for their loved ones.
Manish Jindal
SM Money Care has been instrumental in guiding me towards sound investment decisions. Their expert advice and personalized approach have helped me achieve my financial goals with confidence. Highly recommended!
Sharad Jhalan
The team at SM Money Care is professional, knowledgeable, and always ready to assist. Their financial insights and strategic planning have significantly improved my portfolio performance. A trustworthy partner in wealth management!
