Emerging economic policies of the government like demonetization and GST have created the favorable situation for investors resulting in record inflows into financial products. Investment companies like SMC Investments and Advisors are reaping the fruits of this opportunity by providing an optimal combination of value, growth, and quality investment options to HNI investors.
The Diversified Group
SMC Investments and Advisors is a part of the prestigious SMC Group. Established in 1994, SMC is a well-diversified financial services company based in India and abroad, offering one-stop investment solutions in trading & investments. The group has a highly efficient workforce of around three thousand employees and over twenty thousand registered associates/service providers for distribution segment. It offers advanced brokerage services with cutting edge technology. Services are available across almost all categories of asset classes like equity, derivative, currency, and commodity. It also serves in domains like financial analytics, mortgage advisory, investment banking, real estate advisory, distribution of financial products and financing.
Advisors with Strong Research Backup
SMC Investments & Advisors is a SEBI Registered Portfolio Manager. SMC Portfolio Management Services (PMS) have been designed to cater to the individual investment objectives of different investor classes. There are very few wealth management companies in India who are following research oriented and methodical approach in India. Companies like SMC Investments and Advisors is one of them equipped with a large dedicated team of the best talents in the country for research-based investments. Strong commitment to research empowers the analysts to focus on robust valuation techniques.
Entrepreneurial Leadership
- K. Aggarwal is Chairman & Managing Director of the SMC group of companies a Fellow Member of The Institute of Chartered Accountants of India (ICAI) with over two decades of experience in the securities market & financial services.
He has got the prestigious “Entrepreneur Excellence Award 2016” from PHD Chamber of Commerce. He is the Vice President of “PHD Chamber of Commerce”, around the 113-year-old business chamber. Apart from this, he held the following positions:
- Vice President, PHD Chamber of Commerce and Industry.
- Former National President of CPAI.
- Member, BSE, MSEI, NCDEX & MCX Board Advisory.
- Former Chairman, Capital Market Committee & Chairman of Banking Committee & Commodities Exchange Task Force of PHDCCI.
- Former Chairman, Legal & Technical Guidance Committee of (ANMI-NR).
- Former Co-Chairman, All India Business Development Committee of ANMI.
Wide Range of Products and Services
Being an unbiased advisory to the clients based on the strong research is the unique proposition of the company. SMC always endeavor to enhance and preserve investors’ wealth for the long-term. The company’s product kitty is unique, which differentiate it from competitors. Some of the innovative product and services offered to the clients are given below.
Investment services – These are Broking/Institutional Desk which includes Trading and Clearing member on NSE and BSE in Cash and F&O segment, Commodity Broking on MCX and DGCX & Currency Trading. Portfolio Management Services: (In-House & Third Party) It includes Equity PMS and Quant Based Portfolios. Wealth Management Services include structured products, Private Equity & Real Estate Solutions, Wealth Builder Process, Financial & Investment Planning, and Alternative Investments.
The Financial Services – These are mainly Distribution of IPOs & Mutual Funds, Fund Mobilization through the distribution of Debt Instruments & Corporate Fixed Deposits. The company is facilitating all categories of Alternative Investment Funds (AIFs) to the clients. Insurance Broking is done for both Life & non-life Insurance Products. Financing & Loan Syndication Providing Loans against Securities & Properties, Business Loans to SMEs. It is also facilitating debts by tie-ups with approximately forty banks and NBFCs. Investment Banking Corporate Advisory, Debt Syndication, FCCB, IPO, FPO, and Rights Issue, Providing Investment Banking Services for Private Equity, M&A, Debt Advisory.
Advisory Services – These includes Real Estate Advisory which provides Real Estate Solutions to Investors, Corporate and Developers across the Country. NRI & FPI Services providing Trading facilities in Equity & Derivatives and Investments in IPOs & Mutual Funds to NRIs & FPIs. Depository Services are provided for both Equities and Commodities. It also facilitates opportunities for investors to participate in the Unlisted Equity space. It offers different kinds of Structured Products like Equity linked capital protected or unprotected. The Parent company is one of the POPs for National Pension Scheme and has tied up with different players for Trust & Will Services.
The Future Challenge of Technology Adaptation
Technology plays a major role in term of execution of clients’ investments and reporting the portfolio of the client. Robo advisors are becoming popular as they are automated to execute a financial investment plan and also make instant health checkup of portfolio investment suggestions, manage money, and save taxes. The company is mitigating these by arranging updated software and latest client reporting tools available in the industry. Retention of talented finance experts is another major challenge in the portfolio management industry is facing today. SMC follows best HR practices for its employees to build a strong team for the upcoming future.
Source :-The 10 Most Valuable Portfolio Management Service Providers in 2018
