Investments made easy

Manish smart wealth

Grow Wealth with Expert Guidance

Our Mission

Provide honest, transparent financial guidance that helps clients make smart and confident decisions.

Embrace innovation and knowledge to deliver modern, efficient, and client-focused financial services.

Offer tailored investment and insurance solutions that match every client’s goals, needs, and risk profile

Ensure financial protection with reliable life, health, and general insurance solutions.

Start early, Invest smartly.

Manish SmartWealth – Smart Planning for a Wealthy Future

At Manish SmartWealth, we help you grow and secure your money through Mutual Funds, Insurance, and Equity Market solutions.
Our goal-focused approach and transparent guidance make wealth creation simple, smart, and stress-free.

Your wealth, our expertise — building a better financial future together.

Assets Under Management

Rs 0 cr.

Office locations in

2021 Year founded company

Clients represented through our firm

What We Do

At Manish SmartWealth, we help individuals and families build, protect, and grow their wealth with smart and transparent financial solutions.
We offer expert guidance in Mutual Funds, Life Insurance, Health Insurance, and Equity Investments, helping you plan for every life goal — from wealth creation and protection to retirement and long-term financial stability.

Our mission is simple:
To provide trusted advice, personalized planning, and smart investment strategies that lead you toward financial freedom.

Financial Planning

Our services include smart Financial Planning tailored to your goals

Retirement Planning

we craft personalised retirement strategies that balance growth, safety, and regular income—so you can enjoy the lifestyle you deserve after retirement.

Life Insurance

we help you choose the right life cover that fits your needs, giving you peace of mind and lifelong protection.

Investment Management

we analyse your goals, risk profile, and time horizon to create a balanced and diversified portfolio

Health insurance

we help you choose the right health plan with adequate coverage, cashless facilities, and comprehensive benefits.

Equity Investment

we help you invest smartly in quality stocks and equity-based products based on your goals and risk profile

What we say our customers

Our Testimonials

Manish has an organised and mature approach towards work and professional relationships. No wonder he is one of the few successful “Fee-Only” personal finance advisors in India, and has acquired large no of direct clientele and indirect ones through sharing the knowledge in personal finance

Rajesh joshi Chartered accountant

They truly listen to the needs of their clients, always keeping them informed and adjusting their own practices and offerings to suit the clients’ needs. Supreme attention is paid to all systems and processes, striving for accuracy and efficiency. Constant improvement and ‘small changes every day’ is key to the company’s success and its high level of client satisfaction and referrals.” AND IT SEEMS TO BE WORKING…

Dr Lalit mohan rathi MBBS,MD,DM

Friendly, efficient and patient advice. Particularly important as we have a limited understanding of financial matters. Always able to get an appointment to suit the times we have available. We have confidence in the advice given. Yearly one to one updates which never seem rushed and manish is good at listening and explaining. All our questions, however ‘silly’, get answered.

Shatrughan Bhoval CA