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Wealth Management


SMC Global Securities Ltd. brings together a comprehensive knowledge base with over two decades of experience to design customized solutions. Its dedicated Wealth Managers develop personalized wealth management strategies for the clients by listening to them and understanding their financial needs and goals. The investment solutions at SMC cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.


The wealth management services include:

  • Portfolio Management Services
  • Multimanager investment solutions
  • Portfolio advisory
  • Trading in equity, currency, interest rate futures
  • Depository services
  • Mutual funds & IPOs
  • Fixed income products
  • Near risk-free arbitrage products
  • Structured products
  • Real estate funds
  • Private equity funds
  • Financial planning
  • Interest rate futures


  • Understanding and addressing of the client’s financial needs
  • Working with investment experts, financial planners and tax experts to see the big picture
  • A belief that “every client is unique & every plan has to be unique”
  • Dedicated wealth managers
  • Transparency in all its dealings
  • High client focus