We believe successful relationships are based on trust, unbiased & accurate financial guidance, good investment performance and constant client communication. We stay connected with clients in the financial journey which allows us to understand the financial requirements of each client and to develop a customised offering of products & services to meet those requirements and goals.
In this financial Smartinvestors creation we ensure to monitor your portfolio regularly & educate our client on various investment options with associated risks which will make tax-efficient recommendations suitable with your needs & goals.
Founder
Vilasrao Deshmukh
Founder Has Over 21 Years Of Experience. Financial Planning as an Investment And Insurance Advisor. He has Qualified MDRT for 3 Times -The Premier Association of Financial Professionals.
His Experience & Expertise has helped Shape the Financial Life of over 1,733 Families. We have small firm named Smart Investors with a Team of Five people including 2 RM and 1 telesales and 2 back office staff.
We focus on giving best services to our clients I Am also an AMFI Registered Mutual Fund Advisor. In Todays scenario we deal with Mutual Fund, Health Insurance & LIfe Insurance.
2018
Achievement 1
John is a #1 New York Times bestselling author. With more than 1 million copies collectively in print, his seven books on personal finance have been translated into several languages and educated countless people worldwide. The Truth About Money was recognized with an Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2007), a Gold Medal Axiom Award (March 2008), an Apex Award (June 2007), and was named Book of the Year by Small Press magazine (1997). The Lies About Money was awarded the Axiom Personal Finance Book of the Year (March 2008) and an EIFLE Award (Jan. 2009). John's eighth book, The Truth About Retirement Plans and IRAs, a #1 national best-seller, was published in April 2009.
2018
Achievement 1
John is a #1 New York Times bestselling author. With more than 1 million copies collectively in print, his seven books on personal finance have been translated into several languages and educated countless people worldwide. The Truth About Money was recognized with an Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2007), a Gold Medal Axiom Award (March 2008), an Apex Award (June 2007), and was named Book of the Year by Small Press magazine (1997). The Lies About Money was awarded the Axiom Personal Finance Book of the Year (March 2008) and an EIFLE Award (Jan. 2009). John's eighth book, The Truth About Retirement Plans and IRAs, a #1 national best-seller, was published in April 2009.
2018
Achievement 1
John is a #1 New York Times bestselling author. With more than 1 million copies collectively in print, his seven books on personal finance have been translated into several languages and educated countless people worldwide. The Truth About Money was recognized with an Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2007), a Gold Medal Axiom Award (March 2008), an Apex Award (June 2007), and was named Book of the Year by Small Press magazine (1997). The Lies About Money was awarded the Axiom Personal Finance Book of the Year (March 2008) and an EIFLE Award (Jan. 2009). John's eighth book, The Truth About Retirement Plans and IRAs, a #1 national best-seller, was published in April 2009.
2018
Achievement 1
John is a #1 New York Times bestselling author. With more than 1 million copies collectively in print, his seven books on personal finance have been translated into several languages and educated countless people worldwide. The Truth About Money was recognized with an Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2007), a Gold Medal Axiom Award (March 2008), an Apex Award (June 2007), and was named Book of the Year by Small Press magazine (1997). The Lies About Money was awarded the Axiom Personal Finance Book of the Year (March 2008) and an EIFLE Award (Jan. 2009). John's eighth book, The Truth About Retirement Plans and IRAs, a #1 national best-seller, was published in April 2009.