Empowering Financial Literacy
Customized Wealth Solutions
AMFI Registered
Our Vision
Our vision is to manage an AUM of $1 billion and establish presence across the globe, providing world-class financial services to every segment of the population in India and abroad with focus on risk management and financial security.
Our mission is to unlock the growth potential of hard-earned money for our investors through strategic risk management, offering customized financial solutions that create wealth and security.
Smarth Suji
Armed with a strong engineering background and a deep understanding of financial principles, Smarth brings a unique perspective to the world of personal finance. His analytical mindset, attention to detail and problem-solving skills make him a valuable asset to help clients take informed decisions and navigate through major financial goals.
Smarth is a highly skilled engineer with a decade of experience in power & infrastructure industry. Despite his success in this field, finance has always been his true passion. After years of contemplation, he made the bold decision to follow his heart and transition into Wealth Management.
His approach to Wealth Management is rooted in trust, integrity and offering personalized financial solutions. Whether it is retirement planning, investment strategies for children or wealth preservation, he works closely with clients to develop tailor-made plans that align with their goals and aspirations.
With a commitment to continuous learning and staying abreast of market trends, he ensures that his clients receive the most up-to-date and relevant financial advice. His dedication to excellence and passion for empowering others to achieve financial success sets him apart in the field of Wealth Management.
Join us on this journey towards financial freedom and peace of mind. Let’s turn your financial goals into a reality, one step at a time.
Sakshi Suji
Sakshi Suji is a seasoned Chartered Accountant with a passion for empowering people especially women through financial literacy. With over 11 years of rich experience at Barclays and Bank of America, she brings a wealth of knowledge and expertise to the table.
Throughout her career, Sakshi has been a strong advocate for financial empowerment. She firmly believes that every woman should have the knowledge and tools to take control of her financial future. With this vision in mind, she has dedicated herself to spreading awareness and education about financial management.
Her approach is holistic and inclusive. She understands the unique challenges that women often face in managing their finances and tailors her advice to address these specific needs. Whether it’s investment strategies, retirement planning, or building a financial safety net, all the practical guidance and actionable insights are provided.
Through her speaking engagements, workshops, and online resources, Sakshi has touched the lives of countless people, helping them gain confidence and take proactive steps towards financial security. Her dedication, expertise, and passion make her a trusted ally in the journey towards financial well-being.
Join us on this transformative journey towards financial empowerment. Let’s build a future where every woman is empowered to take charge of her financial destiny.
SIP Calculator
An SIP (Systematic Investment Plan) calculator is your go-to gadget for estimating the future value of your SIP investments. It makes it super easy to figure out the returns on those regular, fixed contributions you make over time. Just plug in the numbers and see how your investments could grow at different intervals, or find out how much you need to invest to hit your financial targets. It’s like having a crystal ball for your money! Have fun playing with the numbers.
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Lumpsum Calculator
A lumpsum calculator is like your financial fortune teller! It helps you figure out how much a one-time investment could grow over a specific period. Just pop in your investment amount, the expected rate of return, and the time frame, and voila! You’ll see the magic of compounding unfold right before your eyes. Whether you’re curious about the future value of a windfall or planning a big investment, this nifty tool gives you a sneak peek into your financial future.
Step up SIP Calculator
A step-up SIP calculator is your secret weapon for turbocharging your investments! This cool tool helps you see how increasing your SIP contributions over time can supercharge your returns. Start with a base amount, then plan gradual increases, and watch the numbers grow. It’s like adding a booster to your regular SIP, showing you how small increments can lead to big gains. Perfect for anyone who wants to start small but dream big!
what we’re offering
One Stop Solution for all your Financial Needs
Non-Convertible Debentures
For stable and fixed income options, we offer Non-convertible debentures (NCDs) which are a type of debt instrument issued by companies to raise capital for a fixed coupon rate at regular intervals till maturity. They come with a fixed lock-in period and interest earned is taxable at Marginal tax rate.
Market Linked Debentures
Market-linked debentures are a type of debt instrument where the returns are tied to the performance of a specific market index or benchmark. They have a fixed lock-in period and tax treatement may vary according to the specific terms of MLDs.
Corporate Fixed Deposits
As an alternative to traditional bank fixed deposits, we are offering Corporate Fixed Deposits which are debt instruments issued by companies that offer fixed returns at potentially higher interest rates over a specified period. Interest earned is taxable at Marginal tax rate.
Capital Gain Bonds
Capital Gain Bonds are government-issued instruments allowing investors to defer or exempt capital gains tax u/s 54EC of Income Tax Act, 1961. Capital gains generated from sale of assets like property or stocks can be invested in these bonds to claim the exemption.
Sovereign Gold Bonds
Sovereign Gold Bonds are government-backed financial instruments that allow investors to invest in gold without physical ownership, while earning interest thereon. Capital Gains are tax free.
REITS/INViTs
Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) are investment vehicles that allow investors to invest in real estate and infrastructure assets respectively, providing income through dividends and potential capital appreciation.
Mutual Funds
Discover a comprehensive suite of tailor-made MF portfolios for all life goals such as retirement planning, children oriented solutions, wealth creation, dream car, dream vacation etc.
NRI and FPI Portfolios
Unlock the potential of India’s booming economy by investing through GIFT City (IFSC). Designed for NRIs and foreign nationals, GIFT City offers world-class financial services, tax benefits, and seamless access to the Indian market. Minimum investment commitment is $150k.
PMS and AIF
Portfolio Management Services (PMS) and Alternate Investment Funds (AIFs) are specialized investment vehicle catering to HNIs and UHNIs. It offers tailored approach to investors’ specific financial needs, targeting high-growth opportunities with accompanying high risk. The minimum ticket size for PMS is ₹ 50 Lacs and for AIF is ₹ 1 Crore.
Life and Health Insurance
We provide a range of life insurance options to safeguard your loved ones, encompassing term insurance coverage, endowment life insurance plans and more.
Motor Insurance
We offer all sorts of Motor Insurances tailored to meet the specific needs of both individuals and corporate entities.
Other Insurances
We offer a wide range of insurance products for individuals and corporations at competitive rates, including fire and burglary insurance, marine and cargo insurance, workmen compensation insurance and travel insurance, all professionally tailored to meet your needs.
Forex
Seamlessly convert dreams into journeys with our Forex Currency services, ensuring your travel experiences are enriched with financial ease.
Loans
Experience financial ease with our seamless loan solutions, designed to support your goals effortlessly. From application to approval, we ensure a smooth process for all your loan requirements. We also offer loans against all your mutual fund investments (excluding ELSS) at competitive rates, ensuring the safety of your investments while meeting your fund requirements.
Crypto Currencies
Dive into the future of finance with cryptocurrency investments through the Bloomberg Index. Experience the security and legitimacy of a structured, revolutionary investment without the risks of gambling. Embrace the digital revolution and grow your wealth in the new financial frontier.
Non-Convertible Debentures
For stable and fixed income options, we offer Non-convertible debentures (NCDs) which are a type of debt instrument issued by companies to raise capital for a fixed coupon rate at regular intervals till maturity. They come with a fixed lock-in period and interest earned is taxable at Marginal tax rate.
Market Linked Debentures
Market-linked debentures are a type of debt instrument where the returns are tied to the performance of a specific market index or benchmark. They have a fixed lock-in period and tax treatement may vary according to the specific terms of MLDs.
Corporate Fixed Deposits
As an alternative to traditional bank fixed deposits, we are offering Corporate Fixed Deposits which are debt instruments issued by companies that offer fixed returns at potentially higher interest rates over a specified period. Interest earned is taxable at Marginal tax rate.
Capital Gain Bonds
Capital Gain Bonds are government-issued instruments allowing investors to defer or exempt capital gains tax u/s 54EC of Income Tax Act, 1961. Capital gains generated from sale of assets like property or stocks can be invested in these bonds to claim the exemption.
Sovereign Gold Bonds
Sovereign Gold Bonds are government-backed financial instruments that allow investors to invest in gold without physical ownership, while earning interest thereon. Capital Gains are tax free.
REITS/INViTs
Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) are investment vehicles that allow investors to invest in real estate and infrastructure assets respectively, providing income through dividends and potential capital appreciation.
Mutual Funds
Discover a comprehensive suite of tailor-made MF portfolios for all life goals such as retirement planning, children oriented solutions, wealth creation, dream car, dream vacation etc.
NRI and FPI Portfolios
Unlock the potential of India’s booming economy by investing through GIFT City (IFSC). Designed for NRIs and foreign nationals, GIFT City offers world-class financial services, tax benefits, and seamless access to the Indian market. Minimum investment commitment is $150k.
PMS and AIF
Portfolio Management Services (PMS) and Alternate Investment Funds (AIFs) are specialized investment vehicle catering to HNIs and UHNIs. It offers tailored approach to investors’ specific financial needs, targeting high-growth opportunities with accompanying high risk. The minimum ticket size for PMS is ₹ 50 Lacs and for AIF is ₹ 1 Crore.
Life and Health Insurance
We provide a range of life insurance options to safeguard your loved ones, encompassing term insurance coverage, endowment life insurance plans and more.
Motor Insurance
We offer all sorts of Motor Insurances tailored to meet the specific needs of both individuals and corporate entities.
Other Insurances
We offer a wide range of insurance products for individuals and corporations at competitive rates, including fire and burglary insurance, marine and cargo insurance, workmen compensation insurance and travel insurance, all professionally tailored to meet your needs.
Forex
Seamlessly convert dreams into journeys with our Forex Currency services, ensuring your travel experiences are enriched with financial ease.
Loans
Experience financial ease with our seamless loan solutions, designed to support your goals effortlessly. From application to approval, we ensure a smooth process for all your loan requirements. We also offer loans against all your mutual fund investments (excluding ELSS) at competitive rates, ensuring the safety of your investments while meeting your fund requirements.
Crypto Currencies
Dive into the future of finance with cryptocurrency investments through the Bloomberg Index. Experience the security and legitimacy of a structured, revolutionary investment without the risks of gambling. Embrace the digital revolution and grow your wealth in the new financial frontier.
We are proudly serving 300+ families in India and abroad
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Welcome to Money Wise Kids, your go-to platform where children embark on exciting storytelling adventures to learn essential financial lessons!
Instilling financial awareness in kids is crucial, and that’s why we’ve launched a YouTube channel dedicated to spreading financial literacy among young learners. Our animated videos are carefully crafted to introduce children to the basics of saving, spending, budgeting, and making wise money choices. Through engaging characters and imaginative stories, we make financial concepts accessible, fun, and easy to grasp.
From learning how to save up for a favorite toy to understanding the value of smart money decisions, each episode is designed to help children build a strong financial foundation from an early age. Join us on Money Wise Kids and inspire a new generation to be financially savvy!
Season1_Ep2_History of Money_English_MoneyWiseKids
What is Money_Money Wise Kids #financialliteracyforkids #kidseducation #kidsfinance
Fun Money Management lesson for kids in English_MoneyWiseKids
Money Wise Kids_Ziva and Sophie plan their birthday parties #financialliteracyforkids #moneywisdom
What is Credit Card in English_MoneyWiseKids
Birthday Budgeting with Ziva and Sophie in English_MoneyWiseKids
Money Wise Kids_Mia and Coiny_Shorts
Viraj learns What is a Bank in English_MoneyWiseKids
S2_Ep6_How to handle money received as gifts
S2_Ep6_How to handle money received as gifts?
S2_Ep5_What are Needs and Wants?
S2_Ep5_What are Needs and Wants?
S2_Ep4_How can we afford anything mindset
S2_Ep4_Tara Learns the Secret to Buying Her Dream Game! | Smart Money Tips for Kids
S2_Ep3_Tara's first shopping trip
How are Coins and notes made? Money Minting process #moneywisekids #kidseducation #financialliteracy
S2_Ep2_Money Minting_Money Wise Kids
Visit office
69/6A, Ground Floor, Rama Road, Najafgarh Road Industrial Area, New Delhi 110015
Write email
ss@firstsource.pro
Call experts
+91-9818015122, +91-8130141718
Season1 Ep3_Future of Money with Mia's dreamy world_MoneyWiseKids