Company Information

Get to know Smart Niveshak

Smart Niveshak is a fee-only financial advisory firm registered with the Securities and Exchange Board of India (SEBI). The company focuses on providing unbiased and personalized financial advice to help individuals achieve their financial goals, such as retirement, education funding, and wealth creation. Their services include comprehensive financial planning, goal-based investment advisory, mutual fund selection, and insurance planning, operating on a client-first model without earning commissions from product sales to ensure conflict-free recommendations.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Smart Niveshak

India

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(327 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.