Let Us Navigate Your Financial Success!
Allow us to be your trusted guides through the complexities of
wealth management.
Our Team
Our Core Team
SMC Global Securities
Our Core Team
Our team comprises seasoned professionals with over a decade of expertise in the field of wealth management. With a wealth of experience, we have successfully navigated the complexities of the financial landscape, providing comprehensive services in investment advisory, financial planning, and portfolio management.
NJ Wealth
SMC Global Securities
Our Core Team
We proudly collaborate with the most prominent mutual fund distributors in India, overseeing an impressive Assets Under Management (AUM) of Rs 1,87,683 Crore. This association positions us at the forefront of the financial landscape, allowing us to leverage the extensive capabilities of our partners for the optimal growth and success of our clients' portfolios.
SMC Global Securities
SMC Global Securities
SMC Global Securities
We are a SEBI registered Sub-brokers, affiliated with one of the largest stockbrokers in India. This registration underscores our commitment to regulatory compliance and adherence to industry standards.This affiliation is a testament to our dedication to providing clients with access to cutting-edge resources and expertise for a seamless and successful investment experience.
Our Services
Investments
We help you Invest in all available market instruments
Equity Investments
Explore the realm of direct share investments with confidence, supported by the unparalleled research capabilities of our core team and our esteemed partnered platforms. Our commitment to delivering top-notch investment solutions is manifested through a synergy of expertise, ensuring that your foray into the world of direct shares is guided by comprehensive and informed decision-making.
Mutual Funds
Embark on your investment journey in mutual funds with assurance, guided by the meticulous research conducted by our proficient core team and our esteemed partnered platforms. We bring you a blend of expertise and data-driven insights, ensuring that your mutual fund investments are grounded in thorough analysis and strategic decision-making. Benefit from the synergy of our experienced team and cutting-edge research tools, as we strive to optimize your investment experience
Other Investments
Diversify your investment portfolio with a range of financial instruments, including debt securities, Gold ETFs, sovereign bonds, and more. Explore the stability and growth potential offered by debt securities, the resilience of Gold ETFs, and the security of sovereign bonds. Our investment options are tailored to meet your diverse financial objectives, providing a strategic and well-rounded approach to wealth accumulation.
Other Services
Apart from Investments we also deal in
Insurance Advisory
Discover a spectrum of insurance solutions tailored to safeguard your well-being and assets. Our offerings span life, health, and vehicle insurance products sourced from reputable providers, including ICICI, HDFC, and other leading names in the industry. With our commitment to providing comprehensive coverage, you can trust us to guide you through a suite of insurance options designed to address your specific needs.
Loan
Unlock the doors to financial possibilities with our diverse loan offerings. From house loans to personal loans and vehicle loans, we cater to your varied financial needs. Our commitment extends to providing accessible and tailored loan solutions that empower you to achieve your aspirations, whether it's securing a home, realizing personal milestones, or acquiring a vehicle.
Portfolio Review
Elevate your financial strategy by availing our portfolio review services. Allow us to assess the health of your portfolio and provide in-depth insights into its dynamics. Through our comprehensive analysis, we aim to unravel potential returns and identify opportunities for optimization. Gain a nuanced understanding of your investments, and let us guide you towards better alternatives to enhance your financial outcomes
Client testimonials
Kanish Middha
Sr. Manager at Indraprastha Gas Limited
I have been associated with Monivesh for the past 3 years, and it has been an incredibly rewarding journey. Throughout this period, I've had the privilege of benefiting from the astute guidance provided by the seasoned experts at Monivesh. Their meticulous approach to curating stock recommendations has not only instilled confidence in my investment decisions but has also consistently yielded favorable outcomes.
Prerit Agrawal
Audit Senior at Deloitte
I Have been investing with Monivesh since 2018, they have transformed my financial outlook with their professionalism, expertise and genuine care. During this time the stock market has seen many ups and down, but my portfolio has always provided good returns. With Monivesh by your side, you can trust that your financial future is in capable hands.
Niyati Agrawal
Development and Public Policy Research
I began my financial journey with Monivesh in March 2020, and it has proven to be a decision that I haven't regretted. Investing in Mutual Funds not only helped instill savings discipline in me but also enabled me to surpass my wealth growth expectations, thanks to the exceptional services provided by the company.
I wholeheartedly endorse Monivesh for their exemplary services.