Fundsmart - Your Trusted Growth Partners for Financial Freedom

Balance your portfolio

with customized investment solutions.
Leaders don't
create followers;

they create more Leaders.
Your growth partner

Your Sarathi to the journey of Financial Freedom
Your Growth Partner

to find the road to financial freedom

WELCOME TO FUNDSMART

Fundsmart is a boutique financial services firm by group of experts in the financial field with more than two decades of combined experience creating success stories for client’s acro & various industries.

We are committed & Dedicated to provide the financial framework and one-on-one guidance you need to navigate the road towards your idea financial freedom.

Fundsmart focused on to become, “Your Growth Partners for financial freedom”. With top class customized investment solutions for the retail, HNI and ultra – HNI clients, organizations, & institutions, Fundsmart has been instrumental in creating a positive impact in their financial freedom journey & lifestyle.

HOW IS OUR PROCESS ?

Step 1

Book A Free Session with us.

Step 2

Discuss your need, goals & time horizon with us.

Step 3

We will identify the gaps & scope for improvements.

Step 4

Suggest the suitable product as per requirement & risk profiling.

Step 5

Regular monitoring of the portfolio.

Step 6

Repeat steps 1 – step 5.

Make your Investment easy with our mobile app with latest features.

Paperless onboarding.
Get a piece of free advice on your portfolio.
Video KYC.
Online ATM.
MF Transactions.
Productive Dashboard.
Financial report with a family view.

Why FUNDSMART?

One Platform for an investment & financial

Businessman trading online stock market on teblet screen, digital investment concept

Mutual Fund
Insurance
Loans
NPS
FD, Tax Bonds

Lifetime support & guidance

Business Finance, accounting, contract, advisor investment consulting marketing plan for the company with using tablet and computer technology in analysis.

Dedicated customer relationship manager.
Portfolio review on regular intervals.

Customized investment portfolio solutions

Businessman hugs indian rupee money bags. Granting financing business project or education. Trade, economics. Corruption. Provision financial loan credit. Bank deposit. Budget, tax collection.

As per need board or goal-based approach.

Complete control over investment

Coin stacks sitting on blue financial graph background. Horizontal composition with selective focus and copy space. Finance concept.

Online transaction
World-class technology with top-notch security features of BSE MF Star / NSE MF.
Platform Mobile Application

If you have any query for related investment... We are available!

Awards & Investor Awareness Programme

OUR FOUNDERS

Amol is qualified mechanical engineering, MBA (Finance & Marketing) and a certified financial planner, a Veteran Banker (HDFC & Axis Banks) with more than 15 years of experience in the field of wealth management, investment strategies, Branch Management, process, a sets client relationship management etc. He is passionate about investment awareness amount the clients.

A go getter and dynamic leader who drives the overall vision of the organization.

Designation: Founder & CEO

Amita is the Chief Technology Officer; has done her engineering in computers. A backbone & Technology face of the company who’s expertise have created strong business processes to give a smooth & streamline investment experience to our clients.

She is investment in relationship building not only with our beloved clients but also with our team members. A strong believer of technology and robust business processes which plays a big role for the company’s overall growth & customer’s satisfaction.

Designation: Technical Officer

Happy Customers

At fundsmart; our priority is customer and their needs. We take their feedback seriously and do the needful accordingly.

After Amol took over our family portfolio, we have gone from strength to strength. We get good, objective advice and in-depth explanations about the various financial products on offer. He is easily accessible, very responsive, and will always go the extra mile to help in any situation. Thanks a lot, Amol and FundsMart. Wish you all the very best in your future endeavours.

Deepika Sidhwani(Teacher, Pune)

I have been investing with Amol/ Fundsmart from over 3yrs, and I am very satisfied with the growth on my investment and the outstanding professional assistance from Amol/Team. They deliver more then they promised & The kind of work they have been doing is one of the Best in industry. Every request is dealt with promptly and most impressive is that whatever concerns I have regarding the economic environment or the relevance of my investment mix, they are just a phone call away. I can confidently refer any sophisticated investor to them. Good luck and keep growing

Navin Yadav(Senior Software Engineer, Melbourne, Australia)

View All

After Amol took over our family portfolio, we have gone from strength to strength. We get good, objective advice and in-depth explanations about the various financial products on offer. He is easily accessible, very responsive, and will always go the extra mile to help in any situation. Thanks a lot, Amol and FundsMart. Wish you all the very best in your future endeavours.
Deepika Sidhwani(Teacher, Pune)
I have been investing with Amol/ Fundsmart from over 3yrs, and I am very satisfied with the growth on my investment and the outstanding professional assistance from Amol/Team. They deliver more then they promised & The kind of work they have been doing is one of the Best in industry. Every request is dealt with promptly and most impressive is that whatever concerns I have regarding the economic environment or the relevance of my investment mix, they are just a phone call away. I can confidently refer any sophisticated investor to them. Good luck and keep growing
Navin Yadav(Senior Software Engineer, Melbourne, Australia)

Our Partners

Request a Call Back

An astounding majority of the people have little to no idea about managing money. The word money brings many emotions to mind – fear, greed, need, security but never confidence.

No need to worry about it; we are here and happy to help you.

Balance your portfolio

Leaders don't create followers;

Your growth partner

Your Growth Partner