Smartreturnz™

Education inflation in India has risen over the last few years and is expected to rise further

One of the most important responsibilities of being a parent is to provide quality education to your children.
Planning for it in advance will ensure you can keep that commitment.

Plan your child education
When the silver is in your hair, ensure a silver lining is backing your expenses

Planning for your retirement years should start way in advance, as the corpus you collect should
finance your expenses while beating inflation

Start planning your retirement today
The marathon of wealth creation is won with disciplined steps

Throughout your life you will face a lot of financial goals, which can be met by planning for a large corpus
which will also be your gift you leave for your dependents after you.

Create wealth
What you choose to do with your resources and the gifts you receive determines your net worth

Choose well by investing smartly and growing your wealth as per your risk appetite and investment horizon.
Great legacies can be built with measured steps in the right direction.

Consult us to plan your investments

WELCOME TO Smartreturnz^TM

Introducing Smartreturnz^TM, a fintech startup built on the foundation of 20 years of banking expertise, loyalty, and a passion for helping individuals and businesses unlock their financial potential. Smartreturnz is not just another financial platform-it represents a new era of intelligent, tailored financial solutions designed to empower our clients to achieve their financial goals.

At the heart of our services are mutual fund investors, who form the core of our business. We recognize the importance of mutual funds as a versatile...

Services We Offer

View All Services

Holistic financial planning

We create customized financial roadmaps to chart out client's paths to financial success. This includes goal setting, asset allocation, portfolio rebalancing, retirement planning, children's education planning, tax management and estate planning.

Investment products distribution

We offer access to a wide range of investment products including mutual funds, bonds, insurance, alternatives, structured products, PMS and AIFs. Our rigorous due diligence helps select optimal products aligned to client goals.

Ongoing advice and reviews

We continually guide clients on financial planning and investments through regular reviews. This helps detect early warning signs and keeps clients on track to achieve their financial life goals

How Smartreturnz^TM Works in Your Best Interest

Monthly Investment

र

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Bank

र

@3% Return

Fixed Deposit

र

@6% Return

Gold

र

@9% Return

Sensex

र

@11% Return

Mutual Funds

र

@15% Return

Your goals will determine how you deal with all important financial events in your life

Being able to meet your financial commitments starts at the planning stage and requires foresight and dedicated investment discipline. We help you create a roadmap to achieve your financial goals.

Child's Education

Wealth Creation

Child's Wedding

Dream Home

Retirement

Emergency

Are you still doing a Regular SIP. What about a Step up SIP to reach your goals faster

Step up the SIP annually

As your income increases annually you should increase your SIPs too. This not only helps you create a bigger corpus, it also helps you reach your goals earlier.

Difference is huge

Your SIP corpus can be 36% more in 20 years period. Example - 10% SIP Top up on Rs 10,000 monthly SIP in NIFTY 50 for 20 years period

Reach goals faster

Yes, through Top up SIP you can reach your goals earlier. Example - to reach a goal of Rs 1 Crore it takes 17 year through 10% SIP top up while it takes 20 years through regular SIP (assuming 12% return)

SIP of Rs 10,000 in NIFTY 50 Index with annual top up of 10%

Request A Call Back

Thanks for visiting our website, If you have any query or suggestions, do write back to us and any one expert from our team we will promptly respond to you and help.

Mutual Fund Research - Some of the most advanced tools in your hands

Category: Equity: Large Cap	1 Year Ret(%)	3 Year Ret(%)	5 Year Ret(%)
Nippon India Large Cap Fund- ...	7.29	21.09	27.81
DSP Large Cap Fund - Regular P...	14.53	20.55	22.59
ICICI Prudential Bluechip Fund...	9.57	19.4	25.36
HDFC Large Cap Fund - Growth O...	6.74	18.08	24.89
BARODA BNP PARIBAS LARGE CAP F...	4.89	17.47	21.46

Category: Equity Funds Mid Cap	1 Year Ret(%)	3 Year Ret(%)	5 Year Ret(%)
Motilal Oswal Midcap Fund-Regu...	16.72	29.29	37.75
HDFC Mid-Cap Opportunities Fun...	9.06	26.2	33.43
Invesco India Midcap Fund - Gr...	16.11	24.84	30.12
Nippon India Growth Fund-Growt...	8.93	24.84	33.56
Edelweiss Mid Cap Fund - Regul...	15.43	24.65	32.95

Category: Equity: Multi Cap	1 Year Ret(%)	3 Year Ret(%)	5 Year Ret(%)
Nippon India Multi Cap Fund-Gr...	5.99	23.92	33.3
Kotak Multicap Fund-Regular Pl...	3.79	23.32	-
HDFC Multi Cap Fund - Growth O...	4.62	22.73	-
Axis Multicap Fund - Regular P...	11.59	21.82	-
ICICI Prudential Multicap Fund...	7.85	21.44	27.7

Our Client Testimonial

Exceptional help was delivered to complete all our investments as per our requirements. The website is a joy to use.

Team from Smartreturnz^TM are just great ! They were aware of all our needs and helped us monitor all our investments at one place. Their APP is simply super cool and probably the best investment app I have come across.

I got to know about Smartreturnz^TM from one of my friends and could complete the Sign up Process in just 5 mins. I could invest in 3 different funds of my choice on just a few clicks, Super App, Super Support.

admin@smartreturnz.com

+ 91 9345450274