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SMC Investments and Advisors: Delivering Unique Support in Wealth Management and Investment Sector

CIO Vendor SMC Investments and Advisors Ltd provide wealth management services to the high net worth investors (HNI) on pan India basis, Founded in 2008 by SMC Group, the organisation aims to fulfil the investment and advisory needs of its clients. SMC Investments and Advisors Ltd. is led by its Chairman and Managing Director Mr. DK Aggarwal, who is also recipient of coveted “DISTINGUISHED ENTERPRENEURSHIP AWARD 2015-16” from PHD Chambers Of Commerce.

Headquartered in New Delhi, SMC provides an array of services which includes; Wealth Management, Financial Planning, Real Estate Advisory and Portfolio Management Services. To offer its clients the best range of investment products available in the market, the organisation carries out elaborate risk profiling. SMC creates financial plan based on holistic risk profiling, short-and-long term goals and future need analysis. In addition, it renders exclusive privileges like expert financial advisors, market seminars and knowledge sessions and round-the-clock web access. Under its investment products and services with open architecture platform, SMC accesses both in-house as well as third party investment products according to the requirements of the clients and risk profile. Talking about the distinctiveness of the organisation, D K Aggarwal, Managing Director of SMC quotes, “We are among few in the market who offer Equity Quant Portfolio under Portfolio Management Services registered with SEBI”. With its elaborate services, the clients get the opportunity to choose the best solution which suits them for growth of their wealth and minimising all kinds of financial risk.

With SMC’s elaborate services, the clients get the opportunity to choose the best solution which suits them for growth of their wealth and minimising all kinds of financial risk


Equity Quant Portfolio under Portfolio Management Services is another unparalleled service offered by SMC registered with SEBI. When it comes to customer service experience, the organisation has gained expertise by providing unique investment solutions which focus on the client’s individual requirement and offer them customized and independent investment solutions through sophisticated financial strategies. “We hope to help create wealth for all our clients; to always provide tailor-made plans for every client’s individual needs; to help achieve what they hope for”, Aggarwal elaborates.
By adopting a 360 degree and single window approach towards its Wealth Management and Investment solutions, SMC has gained great popularity and made a mark in the industry. The organisation has been felicitated with various awards like “The Best Wealth Management Company in India” in 2012 by the Business Sphere Magazine and “Investment Management & Advisory Company of the Year” 2015-16 by Brands Academy.

The journey of SMC Group has been impeccable so far and it aims to be a highly admired and respected organisation in terms of its professional workforce, robust services and extensive and innovative product range. SMC Group has 2400 sub-brokers, 65 Pan India Branches (Plus offices in Dubai, New York, Allanta, Orlondo) with 3000 employees serving more than 1 million customers.

with the help of sustainable healthy investment opportunities, SMC is all set to be the leader in Wealth Enhancement & Preservation in India. In the near future, the organisation plans to expand geographically and expand its client base through its superlative advisory solutions.