SmartWealth.ai

Robust investment strategies driven by quantitative research to help investors grow their wealth smartly!

Momentum

Quantitative

SmartWealth.ai

Robust investment strategies driven by quantitative research to help investors grow their wealth smartly!

Momentum

Quantitative

Managed by

Pankaj Singh

20+ years experience

SmartWealth.ai harnesses the power of data and offers investment research covering a range of asset classes, liquidities levels and holding periods. Our goal is to help investors achieve superior performance and create wealth with greater confidence.

Pankaj is an active investor in the securities market and has 20+ years experience in product and strategy development in Bosch, Ernst & Young, Honeywell and Microsoft. He is an engineer from Bangalore University and holds an MBA in finance from Indian School of Business, Hyderabad (ISB).

To meet Pankaj, schedule a meeting through https://calendly.com/pankaj-smartwealth-ai

Popular smallcases by SmartWealth.ai

Aspire Diversified Stocks Portfolio

Starts from ₹3999 for 3m

Portfolio of stocks diversified with sectors and asset classes. Reviewed weekly. Size INR 1-10L.

Starts from ₹3999 for 3m

Endurance Paired-Strategy Portfolio

Starts from ₹8499 for 3m

Pair of strategies (stocks and asset classes). Size INR 5-50L. Reviewed weekly.

Starts from ₹8499 for 3m

Sprint Diversified Stocks Portfolio

Starts from ₹5499 for 3m

Portfolio of stocks diversified with sectors and asset classes. Reviewed weekly. Size INR 3-30L.

Starts from ₹5499 for 3m

Aspire Diversified Assets Portfolio

Starts from ₹2499 for 3m

Portfolio of asset-classes (Equity, Gold, Debt). Size INR 10k-10L. Reviewed weekly.

Starts from ₹2499 for 3m

Triumph Multi-Strategy Portfolio

Starts from ₹12499 for 3m

Portfolio of strategies (stocks, asset classes, sectors, funds). Size INR 35-100L. Reviewed weekly.

Starts from ₹12499 for 3m

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For SmartWealth.ai, you need to subscribe to each fee-based smallcase separately

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For SmartWealth.ai, you need to subscribe to each fee-based smallcase separately

Benefits of investing in this smallcase

Seamlessly place orders in 1 click
Get every quarter rebalance updates
Easily start SIPs for disciplined investing

Frequently asked questions

SmartWealth.ai offers products that serve different risk, return, investment size and effort expectations. They are differentiated based on the universe of securities selection, expected risk and returns as well as the expected effort for managing the investment portfolio.

Currently we cover asset-class rotation strategies, long-term trend following as well as short-term investment opportunities in equities.

All products are non-refundable.

To know more, schedule a meeting with Pankaj through https://calendly.com/pankaj-smartwealth-ai

SmartWealth.ai is committed to help investors build their wealth smartly and live an unlimited life.

Our goal is to provide investors with choices that better fit their risk, return, investment size and effort expectations.

Our strategies are driven by frameworks that combines data analytics and control systems approach to produce superior results with a high statistical confidence.

To know more, schedule a meeting with Pankaj through https://calendly.com/pankaj-smartwealth-ai

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