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Years of Trust
0 +Smart Wealth is a modern financial services company dedicated to helping clients achieve financial clarity and long-term prosperity through disciplined planning and informed decision-making.
We focus on delivering personalized wealth strategies that align with individual financial goals, risk appetite, and future aspirations. Our approach combines professional expertise, transparency, and a commitment to long-term value creation.
The firm is led by Shalini Jain, Founder of Smart Wealth. With a strong academic background in B.Com and LLB, she brings a disciplined approach to financial management, supported by legal understanding and a commitment to ethical practices. She focuses on building client relationships based on trust, transparency, compliance, and long-term financial discipline.
The strategic direction of the firm is driven by Prateek Jain, Co-Creator & Financial Strategist – Smart Wealth, a qualified Chartered Accountant (CA) with certifications in CWM (Chartered Wealth Manager) and DISA (Information Systems Audit). With extensive experience in financial planning, taxation, and investment-related strategies, he works closely on simplifying complex financial concepts and supporting informed financial decision-making.
Together, they bring a balanced combination of technical expertise, legal awareness, and practical insight—ensuring a professional, transparent, and process-driven approach focused on long-term financial well-being.
Committed to helping clients achieve long-term financial growth.
Years of Experience
Happy Investors
Client Retention Rate
Discover what drives us forward — our mission to empower, our vision for the future, and the values that define every step we take.
Our mission is to empower individuals and businesses with smart financial strategies, transparent advice, and modern investment tools that ensure long-term financial growth and stability.
We envision a financially literate world where every investor can make confident, well-informed decisions that lead to sustainable wealth creation and financial independence.
Integrity, trust, and excellence are at the core of everything we do. We build lasting relationships by prioritizing transparency, innovation, and client success above all else.
We collaborate with reputed and reliable financial partners to provide our clients with the best investment solutions and long-term value.
