ABOUT US
Start a Smart journey to your financial goals.
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Start Smart is an investment consultancy catering to enterprises and individuals aspiring to boost their portfolio income. Our range of consultancy services includes smart solutions in building portfolios, financial planning and portfolio management.
Since it's inception, in 2019, Start Smart has been enhancing it's proprietary tools using artificial intelligence and making our investment process highly efficient. Our focus has been on bringing unique services that prioritize the long term capital appreciation of our clients. . Our customizable, user-friendly, and effective solutions enable enterprises and individuals in optimizing their portfolios that bring them closer to their financial goals.
Our Journey began in 2019 in New Delhi
​ Started business consulting, Nov'19.
First fundraiser for Smart Deposits, Feb'20
Consulting Business - 50+ Crore, Dec'20.
Started Research Services (Jan’21)
300+ Clients, Mar'21
Introduced Portfolio Builder (Aug’21)
OUR VISION
Start Smart's vision is to fill the void in the financial markets with unbiased financial advice. Our vision is to bring unseen investment products that are mutually beneficial for our clients, partners and employees. What drives us is:
Inspiring our people, celebrating their success, helping them achieve their goals and assisting them in improving their lives.
People
Portfolio
Inspiring our people, celebrating their success, helping them achieve their goals and assisting them in improving their lives.
Partners
Cultivating valuable relationships with our clients and partners based on mutual trust, loyalty as well as respect.
OUR MISSION
Start Smart entered the financial services industry to optimize investment portfolios. Our range of consultancy services have been fruitful to clients belonging to diverse sectors including but not limited to retail, logistics, hospitality and automotive. Our portfolio building services have been beneficial to employees and self employed professionals belonging to different life stages.
We have a four pronged mission-
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Spreading the need for real financial education.
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Guiding our clients to financial independence.
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Innovating with our products to enhance profitability.
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To enable seamless delivery of our services.
Start Smart
WHAT MAKES US UNIQUE?
When the financial services industry is already filled with Relationship managers from banks, Mutual Fund advisors, Insurance agents, Portfolio Management services, etc., why do you need a financial intermediary like SSIS? (Or, what gap in the industry is SSIS trying to fill?)
SSIS | Personal Bankers | Agents/Advisors | Portfolio Managers | |
|---|---|---|---|---|
Tailored Financial Solutions
At SSIS, we understand that every client has unique financial goals, risk appetites, and investment timelines. Unlike generic financial services, we offer customized investment strategies that align with your specific needs, whether you're an individual investor, an NRI, or an MSME. Our approach ensures that your portfolio is not just another set of investments, but a well-crafted plan designed to meet your aspirations.
Comprehensive Service Offering
SSIS is a one-stop shop for all your financial needs. We are experts at building portfolios with all forms of financial assets. We offer a wide range of services catering to different aspects of wealth management, like protection, accumulation, and abundance. Our holistic approach ensures that every aspect of your financial journey is covered, from planning and investment to monitoring and rebalancing.
Client-Controlled Investments
Unlike many fund managers who pool client funds into a collective investment account, we take a client-controlled approach to managing your portfolio. All investments are made directly from your account, ensuring you maintain full control and transparency over your assets. This method provides you with a higher level of security and direct oversight of your investments, giving you peace of mind knowing that your funds are always in your hands.
Strategic Partnerships
Our strategic alliances with over 15 leading banking, financial services, and insurance organizations provide us with unparalleled access to a wide range of investment products and exclusive opportunities. These partnerships enable us to offer diverse and tailored solutions that are aligned with the best industry practices and ensure that our clients benefit from the most competitive offerings in the market.