AMFI-Registered Mutual Fund Distributor

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About Naresh Kumar Verma

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.

Say if you are not well and your dad took to a doctor instead of a chemist shop. Why? Because he trusted a doctor as the doctor could understand the disease and give you the right medicine.

Today you will do the same for anyone you love and care for.

Everyone has some kind of goal and dreams in his life. But the goals and dreams would remain just a dream if one doesn’t effectively plan to achieve them. With careful financial planning and better management of assets, one could easily achieve their dream.

At The Fund Smith, we follow a stringent process of planning lifetime finance. We strongly believe that each must be able to create enough wealth for the next 3 generations to come. To ensure your hard-earned money continuous to earn for you; we have a range of services and products that are best in market

Core Strength & Skills

  • Portfolio Management
  • Strategic Relationship
  • Financial Analysis’
  • Risk Assessment

Our Mission & Vision

"To become world’s most preferred real wealth creation company & create one million real wealth stories by 2028"

Professional History

  • 2003-2007 –Worked in ABN AMRO BANK as Van Gogh Preferred Relationship Manager , a service for the mass affluent segment.

    Worked with its core philosophy is "to listen and understand its clients' needs, provide unbiased, objective and professional advice and design wealth management solutions to help them meet their financial objectives."

  • 2007-2012 –Worked in HDFC BANK Ltd , as Preferred Relationship Manager.
    • Meeting clients face to face and conducting in-depth reviews of their financial circumstances and future goals.
    • Advising clients on how to get the best return for their investment portfolios
    • Monitoring the economy and assessing economic trends.
    • Identifying customer’s needs .
    • Highly organized with the ability to prioritize workloads according to urgency.

Present Scenario

  • 2012- till date —Naresh Kumar Verma is the pioneer behind the exciting organization “THE FUND SMITH” which believes in the philosophy of dreaming big and making those dreams come true and constantly endeavoured and succeeded in creating a meaningful transformation in all the people whose lives he has touched by creating REAL WEALTH.

  • He is an ardent reader and enjoys conversations with intellectuals. He believes in constantly upgrading himself - by reading, listening to audios, viewing videos, attending training programs, etc. – so that he can create more and more value for the people who are associated with him. He has attended hundreds of training programs and workshops nationally & internationally. Spirituality fascinates him and he is an active contributor to religious discourses and discussions.

  • THE FUND SMITH is composite Broker licensed by the insurance regulatory & development authority of India (IRDA), handling portfolios in terms of individual Capacity as well as corporate for their needs such as Life and General Insurance requirements.

Professional Development

  • Having more than 700 customers including big Corporate /HNI customers including Business owners, lawyers, Pilots, CA, Doctors & Celebrities.

  • Handling 80 Crores of AUM (Asset under management)

  • Chairman Club member of UTI Mutual fund.

  • Given various interviews As Personal Finance Expert in TV & and very much active in sharing his Expert Advice by writing Articles in HINDUSTAN TIMES, THE TIMES OF INDIA and MINT.

Rewards & Recognition

  • Honoured and qualified MDRT for Birla Sun Life Insurance Co. Ltd and Bajaj Allianz Life Insurance Co. Ltd..

  • Qualified as chairman club member with UTI Mutual Fund.

  • I am lucky that department of postage & telegram Govt of India has released my postage stamp as honouring initiated by LIC of India .