SmartWealth.ai

SEBI Registration No: INH200008644

Smart investing made simple!

Momentum
Quantitative
+2 more strategies
Asset Allocation
Technical

SmartWealth.ai

SEBI reg. No: INH200008644

Smart investing made simple!

Momentum
Quantitative
+2 more
Asset Allocation
Technical

Managed by

Pankaj Singh

Pankaj Singh

25 year experience

As part of our deeply held philosophy, we are committed to equipping you with the insights to make informed decisions related to your investments, to freedom with confidence. Leveraging data-driven insights, we deliver holistic research across asset types, liquidity choices, and time horizons aligned with your goals.

 

With over 25 years of experience as an active investor and strategist, Pankaj Singh has developed products and strategies across continents. He is an engineer from Bangalore University and has an MBA in finance from the prestigious Indian School of Business (ISB). He deeply understands the industry with depth and provides you with guiding light through the complexities of modern investing.

 

Ready to take the next step? Schedule a meeting with Pankaj [HERE].

As part of our deeply held philosophy, we are committed to equipping you with the insights to make informed decisions related to your investments, to freedom with confidence. Leveraging data-driven insights, we deliver holistic research across asset types, liquidity choices, and time horizons aligned with your goals.

 

With over 25 years of experience as an active investor and strategist, Pankaj Singh has developed products and strategies across continents. He is an engineer from Bangalore University and has an MBA in finance from the prestigious Indian School of Business (ISB). He deeply understands the industry with depth and provides you with guiding light through the complexities of modern investing.

 

Ready to take the next step? Schedule a meeting with Pankaj [HERE].

Popular smallcases by SmartWealth.ai

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Aspire Diversified Stocks Portfolio

Starts from ₹1999 for 3m

Concentrated Momentum Stocks & Dynamic Gold Hedge – SIP Up to ₹10 Lacs

Starts from ₹1999 for 3m
Min. Amount
₹ 4,937
3Y CAGR
36.15%
High Volatility
High

Endurance Paired-Strategy Portfolio

Starts from ₹7499 for 3m

Advanced Momentum Stocks & Assets Portfolio – Invest Up to ₹50 Lacs

Starts from ₹7499 for 3m
Min. Amount
₹ 75,000
2Y CAGR
39.51%
Med. Volatility
Med.

High order failure rate on this smallcase

Sprint Diversified Stocks Portfolio

Starts from ₹14999 for 1y

Broad Momentum Stocks with Dynamic Gold Hedge – SIP Up to ₹25 Lacs

Starts from ₹14999 for 1y
Min. Amount
₹ 45,000
3Y CAGR
30.76%
High Volatility
High

Triumph Multi-Strategy Portfolio

Starts from ₹10999 for 3m

Comprehensive Momentum Stocks, Assets & Factors Portfolio – Invest Up to ₹75 Lacs

Starts from ₹10999 for 3m
Min. Amount
₹ 1,00,000
2Y CAGR
20.57%
Med. Volatility
Med.

Aspire Diversified Assets Portfolio

Starts from ₹1999 for 3m

Dynamic Equity, Gold & Debt ETF Hybrid – SIP Up to ₹10 Lacs

Starts from ₹1999 for 3m
Min. Amount
₹ 16,052
2Y CAGR
14.78%
Med. Volatility
Med.
See all 6 smallcases

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For SmartWealth.ai, you need to subscribe to each fee-based smallcase separately

Benefits of investing in this smallcase

  • Seamlessly place orders in 1 click

  • Get every quarter rebalance updates

  • Easily start SIPs for disciplined investing

Frequently asked questions

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