Empower Your Financial Journey with Expert Stock Market & Mutual Fund Insights
Customized trading tips and mutual fund plans to
help you build long-term wealth.
Services We Offer
Expert Financial Services Tailored to Your Goals
From stock tips to mutual fund planning, our services are built to help you achieve consistent and sustainable returns.
Stock Market Trading Tips
Stock Market Trading Tips
Mutual Fund plans
Mutual Fund plans
Risk-Optimized Investment Strategies
Risk-Optimized Investment Strategies
Wealth-Building Guidance
Wealth-Building Guidance
Market Analysis & Reports
Market Analysis & Reports
About Us
Your Trusted Partner in Wealth Creation
SM Financial is a trusted stock market advisory firm dedicated to empowering individuals with expert trading insights tailored to their risk appetite. Our goal is to help clients generate passive wealth through strategic investment recommendations that balance risk and reward effectively. We also provide mutual fund investment options to generate long term wealth.
Our Vision
To be a leading financial advisory service known for integrity, transparency, and customized investment strategies that create sustainable financial growth for our clients.
Our Mission
To provide data-driven, personalized stock trading tips & mutual fund recommendations that enable individuals to make informed financial decisions, maximize returns, and build long-term wealth while managing risk efficiently.
Why Choose SM Financial
Why Smart Investors Trust SM Financial
We offer tailored strategies, ethical advice, and expert market insights to help you grow with confidence.
We align our recommendations with your risk tolerance and investment goals.
Backed by deep market research and analysis for informed trading decisions.
No misleading promises—just practical, wel-researched financial guidance.
Subscription Plans
Flexible Stock Tips Plans for Every Investor
Choose the plan that matches your investing style — from beginner-friendly tips to premium expert insights.
Basic plan (01 Month Free Trial Plan)
₹ 399 / per month
For Low-Risk Investors
Capital : up to ₹2,00,000
Timeline to Profit : 1-3months
Target Returns : 10-20%
Risk to Capital : < 10%
What you will get
- Monthly stock tips (1-2 recommendations on Whatsapp & email)
- Swing trading insights (low volatility stocks)
- Basic risk analysis & risk management tips
- Email support
- User to execute the trades
Advanced Plan
₹ 599 / per month
For Moderate Risk Investors
Capital : ₹2,00,000 – ₹5,00,000
Timeline to Profit : 2-3months
Target Returns : 20-40%
Risk to Capital : 15% to 25%
What you will get
- Monthly stock tips (1-2 recommendations on Whatsapp & email)
- Swing trading insights (low volatility stocks | Medium volatility stocks)
- Medium & long-term investment strategies
- 1-1 discussion with expert ( As needed)
- IPO Tips
- User to execute the trades
Pro Plan
₹ 799 / per month
For High Risk Investors
Capital : ₹5,00,000 – ₹10,00,000
Timeline to Profit : 2-3months & longer
Target Returns : 40% & higher
Risk to Capital : > 25%
What you will get
- Monthly stock tips (1-2 recommendations on Whatsapp & email)
- Swing trading insights (low volatility stocks | Medium volatility stocks | High Volatility Stocks)
- Medium & long-term investment strategies
- 1-1 discussion with expert ( As needed)
- User to execute the trades | team can also handle trading portfolio
Mutual Fund Consultation Plans
Personalized Mutual Fund
Recommendations for Long-Term Wealth
Discover the best SIP and mutual fund options tailored to your financial goals with expert consultation.
₹ 1000 minimum to 10-15% of SIP amount
- Mutual fund selection based on Goals & risk appetite
- Cash flow analysis
- SIP (Systematic Investment Plan) recommendations
- Half yearly portfolio review & rebalancing suggestions
- Direct Mutual fund suggestions
- Information on SIP set up, CAMS, etc.
- Email support
No cost
- Mutual fund selection based on Goals & risk appetite
- Cash flow analysis
- SIP (Systematic Investment Plan) recommendations
- Portfolio review & rebalancing suggestions per your need
- Regular mutual fund suggestions
- Full management support
- Complete SIPs management, Personalized App, Login id, etc.
Testimonials
Hear What Our Clients Say
Real stories from real investors who have transformed their financial journey with SM Financial.
Personalized Plans to Match Your Goals
