About Us

The Smart Investor Financial Services is a wealth management and advisory company providing a unique blend of financial solutions to protect the future of our clients. We offer a wide range of financial, insurance and investment services to help you. But our role is different from others, unlike other organizations, we offer need-based solutions based on the goals and risk profile of our clients.

Why Smart Investor Financial Services?
  • 25 years of Investing Experience: Team Smart Investor Financial Services  is led by K V Srinivasa Rao , who has more than 25 years’ experience in Share Market and Investment Advisory
  • We have developed our proprietary decision making system which helps us to generate superior long term returns and also manage risks better.
  • Relationship based model offering complete range of financial products: Smart Investor Financial Services offers holistic solutions to customers and focuses on developing a long term, mutually beneficial relationships. We offer help in investing in a wide array of assets like Shares, Bonds, Mutual Funds, Insurance and Private Equity.
  • Online Portfolio Tracking: Smart Investor Financial Services offers all its clients the convenience of tracking their investments through the internet and Mobile App.
Our Founder

MBA qualified having experience more than 25 Years in  Financial Industry, MEMBER-FINANCIAL PROFESSIONALS (USA).

We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable.

It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.