7006501925

Our Financial Services

Tailored wealth strategies, primary stock execution, private pre-IPO equities, and holistic asset protection frameworks designed for your long-term success.

Comprehensive Advisory Offerings

We deliver six core strategic options to construct a highly diversified and protected investment portfolio.

Listed Shares

Invest in mainboard listed companies with access to research updates, market valuations, and execution systems from SMC Global.

Unlisted Shares

Gain access to pre-IPO businesses and high-growth start-ups before public offerings, diversifying your investments.

Futures & Options (F&O)

Execute short-term strategies and hedge equity values using derivatives under risk control parameters.

Fixed Deposits

Anchor your capital in stable, guaranteed corporate and bank deposits with fixed interest payouts.

Insurance Solutions

Protect your family and assets through customized General and Life Insurance coverage options as an authorized POS channel partner.

Personalized Financial Planning

Develop a comprehensive path aligning income patterns, tax structures, and growth plans into a custom roadmap.

Services in Detail

Explore how each service is structured to serve your individual financial allocations.

Listed Shares Execution

Public stock investments form the growth core of most modern portfolios. Operating as an authorized Sub-Broker with SMC Global Limited, we equip you with advanced terminal systems, instant margin execution, and clear order routing.

Our advisory focuses on choosing equities backed by solid fundamentals, avoiding speculative day-trading traps, and holding assets matching your target wealth generation timeframes.

Pre-IPO Unlisted Equities

Investing early in private companies before their mainboard Initial Public Offerings (IPOs) allows you to target significant capital multiplication. We offer clients researched entries into unlisted shares of emerging giants.

We assist in assessing corporate valuations, analyzing grey market price structures, and helping you navigate the lock-in guidelines and liquidity parameters of private equity.

Futures & Options Trading

Derivatives are active toolsets for short-term position management and hedging portfolios against downside market spikes. Our F&O support ensures you access algorithmic charts, options chains, and margin management indicators.

We advise on structured options strategies (such as covered calls and spreads) to generate cash flows, always maintaining absolute stop-loss disciplines to safeguard capital.

Secured Fixed Deposits

Capital preservation forms the baseline of financial safety. We offer high-quality corporate fixed deposits and bank yields that provide steady interest payouts and absolute principal safety.

By blending FD structures with aggressive equity buckets, we insulate your portfolio from sudden liquidity squeezes and provide fixed returns that act as a cushion.

Life & General Insurance

Wealth preservation is incomplete without risk protection. Through our Point of Sales (POS) channel partnership, we offer access to leading insurance plans to safeguard health, life, motor vehicles, and business assets.

We conduct policy reviews to ensure your term coverage offsets outstanding liabilities, and provide hands-on assistance during claim settlements.

Unified Wealth Planning

True success requires integrating diverse asset categories into a single, cohesive plan. We coordinate your tax profiles, cash flow requirements, and legacy goals into a structured roadmap.

We work to ensure your portfolio segments—from unlisted shares to insurance coverage—are aligned and optimized for long-term consistency.

Why Partner With Us?

We offer institutional-grade technology paired with dedicated, face-to-face support.

Institutional Tech

SMC Global's execution infrastructure, market reports, and daily analytical updates back every strategy.

Advisory Tailored to You

We construct customized asset weights mapped to your target milestones, risk thresholds, and liquidity requirements.

Direct POS Support

Get direct support for insurance claims processing, systematic renewal tracking, and portfolio reviews.

Our Advisory Process

Our structured, 5-stage framework takes you from discovery to optimized execution.

Consultation

An initial review meeting to map out your general financial situation and timelines.

Goal Analysis

Auditing tax exposures, outstanding liabilities, and targeted cash flow goals.

Strategy Design

Building custom allocations leveraging research analysis from SMC Global desks.

Execution

Setting up your trading gateways, corporate deposits, and insurance coverages.

Ongoing Support

Conducting periodic portfolio reviews, processing renewals, and resolving claims.

1,200+

Clients Guided

₹350 Cr+

Assets Advisory

10+ Years

Experience

98.6%

Client Retention

Frequently Asked Questions

Have questions about unlisted shares, insurance setups, or SMC Global services? Find answers below.

What are the benefits of investing in unlisted shares?

Unlisted shares offer entry into high-growth businesses before they execute their public IPO listings. This pre-IPO entry provides opportunities to capture value growth at early-stage valuations, helping diversify your portfolio outside public index assets.

How does the SMC Global partnership support my investments?

Operating as an authorized Sub-Broker with SMC Global Limited allows us to deliver institutional-grade trading portals, fast order execution, and depth analytics, backed by our personalized, face-to-face portfolio support.

What type of insurance coverages are managed through the POS setup?

As a Point of Sales (POS) channel partner, we coordinate General Insurance (covering health, private/commercial vehicles, and fire/liability assets) alongside Life Insurance (Term insurance policies, pension setups) from top-tier carriers.

How often are strategy reviews conducted?

We recommend systematic reviews at least once every six months. However, we coordinate meetings whenever major life milestones occur or during periods of elevated volatility, keeping your allocations fully aligned.

Compliance Note: Apurav Gupta is an authorized Sub-Broker of SMC Global Limited. All financial investments, stock transactions, and derivative placements carry risks. Performance yields shown in metrics represent past indicators. Please review relevant offer, risk, and scheme terms thoroughly before investing.