About Us
- Smart Wealth Partners is a beacon of financial empowerment, built on the conviction that smart decisions shape lives and forge enduring legacies.
- Led by a Chartered Accountant with over seven years of expertise in wealth planning and investment advisory, our team brings a wealth of experience from global financial hubs, including investment banking.
- We fuse global insights with local market savvy to deliver bespoke solutions, ensuring your financial journey is both strategic and seamless.
- Specializing in Alternative Investment Funds (AIF), Portfolio Management Services (PMS), Mutual Funds, and Insurance, we harness advanced technology to craft plans that reflect your unique ambitions.
Our approach is personal and purposeful: we listen intently, design tailored strategies, and stay by your side with consistent support to bring your goals to life.
Our Vision
To redefine wealth management with innovative, transparent solutions that inspire confidence and pave the way for lasting prosperity.
Our Mission
To empower every client with customized financial strategies, blending cutting-edge technology with dedicated partnership to achieve dreams with clarity and ease.
Our Core Values
At Smart Wealth Partners, we’re more than advisors — we’re your allies in building a vibrant financial future, together.
Integrity
We uphold honesty and trust in every interaction, ensuring your interests always come first.
Innovation
We embrace technology and creative thinking to deliver forward-thinking financial solutions.
Client-Centricity
Your goals are our compass, guiding every decision and strategy we craft.
About The Founder
Hello, I’m Akshay, and I’m thrilled to share my journey with you. As the founder of Smart Wealth Partners, I’m dedicated to helping you achieve your financial dreams. Here’s a snapshot of who I am and what inspires me:
My Expertise:
A Chartered Accountant with seven years of experience in wealth planning, equity markets, and investment advisory, crafting personalized financial solutions.
Career Experience:
Built my skills at Bank of New York Mellon in investment banking, working with hedge funds and gaining deep insights into global and local financial strategies.
Why I Founded Smart Wealth Partners:
My passion for finance and technology, coupled with the belief that smart financial decisions change lives, drove me to create a firm that makes wealth management innovative and client-focused for anyone chasing financial success.
My Approach:
I guide you through a clear, step-by-step process using smart tools and tech. We start by understanding your goals and finances, craft a tailored plan with actionable steps, and ensure accountability with regular follow-ups to keep your plan on track.
My Vision:
To empower you with clear, tailored financial plans that give you confidence and match your unique goals.
What Motivates Me:
I love connecting with clients, hearing their dreams, and helping turn those dreams into reality.