🎯 Working professionals want accelerated financial independence.

⚠️ But they’re stuck with fragmented solutions — often high-risk, poorly diversified, and missing out on alpha.

🏆 That’s why we built a complete, strategic framework—to help them reach their goals faster.

⚙️

Introducing the Diversified Momentum Investing (DMI) framework — rooted in global best practices and powered by a programmatic, rules-based engine. At its core, DMI drives returns through Momentum while managing risk across market cycles using a layered approach of Risk Management, Diversification, and Hedging.

🛠️

DMI is built to serve every kind of investor through:

• 5 layers of diversification: across sectors, market caps, themes, asset classes and strategies.
• 4 investor personas: Aspire, Sprint, Endurance, and Triumph — tailored to different life stages and goals.
• 3 strategic portfolios: Stocks, Assets, and Factors— and their 2-in-1 and 3-in-1 combinations.

🔭

This vision is led by Pankaj Singh, an engineer from Bangalore University and a finance MBA from ISB, with over 25 years of experience building products and strategies across global markets. His expertise powers our mission — helping you with accelerated financial independence.

🗣

See Client Testimonials and Disclaimers

✉️📞

Got questions? We’re more accessible than ever:

• Sumit (Partner): sumit@smartwealth.ai, Google Meet Call
• Pankaj (Founder): pankaj@smartwealth.ai, Google Meet Call
• Market Insights on LinkedIn: Pankaj | SmartWealth.ai