Welcome To The Fund Smith

Welcome to The Fund Smith

We are AMFI-registered Mutual Fund Distributors

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Mutual Funds

Your dreams, come true with us!

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Life Insurance

Start early, invest systematically and regularly

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Retirement Planning

Wondering How Much do you Need to Retire ?

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Tax Planning

A Tax Advisor Helps Manage Your Tax-Saving Investment

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Welcome to The Fund Smith

The Road To Financial Freedom Starts Here. Your Trust, Our Financial Expertise.

Naresh Kumar Verma is the pioneer behind the existing organization, The Fund Smith which beliefs in the philosophy of dreaming big and making those dreams come true.

It is defined as financial objectives, analysis of ownership structures, portfolio construction, and review, debt restructuring, advice on the technicalities of the super nation, management of risk, and protection of your assets to the smooth and tax-efficient transfer of wealth between your family members.

Strategic Planning Process

We can be your ideal investment partner on your path to become rich.

Create Wealth

Accumulation of assets over a long period of time. A major example of wealth creation is a retirement plan.

Meet Goals

To help you get started on your financial goals through budgeting, saving and building your credit.

Save Tax

Learn more about Different Tax Saving schemes and Investments to reduce the Taxable Income in India.

Be Rich

The key to growing your wealth is to start early and make regular investments and be rich

Services & Products

Financial Distribution

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home.

Mutual Funds

We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. You can choose from various categories as per your requirements.

Life Insurance

Insurance planning is a critical component of a financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.

Retirement Planning

Retirement plans are a definitive way of ensuring that your current lifestyle is maintained years after you stop working. Average life spans are steadily increasing.

Tax Planning

The term income tax refers to a type of tax that governments impose on income generated by businesses and individuals within their jurisdiction.

Fixed Deposit

Fixed deposits describe an investment vehicle, usually some kind of debt instrument, that has a fixed time period of investment.

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.