SmartWallet Investments

Services

Welcome to SmartWallet Investments, your all-in-one destination for Risk, Financial, and Investment Management.
Our mission is simple : to create a tailored investment portfolio that's as unique as you are.
We understand that financial success is built on more than numbers – it's about the right mindset, knowledge, and skills. money grow whether you're busy in your business/job, on vacation, or pursuing your passion. From wealth creation to retirement planning, we've got you covered.
Let's connect and build your Smart-Wallet for a future of financial freedom.

Investment Type	Investment Categories	Lock in period (in yrs)	Tax benefit section	Tax Status
Liquid	Mutual funds (Equity)	0		ETT
Liquid	Mutual funds (Debt)	0		ETT
Non-Liquid	ELSS Mutual funds	3	80C	EEE/EET
Non-Liquid	PPF	15	80C	EEE
Non-Liquid	EPF	5	80C	EEE
Non-Liquid	SUKANYA SAMRIDDHI YOJANA	21	80C	EEE
Non-Liquid	National Savings Certificate (NSC)	5	80C	ETE
Non-Liquid	National Pension Scheme (NPS)	Till retirement (60 years)	80CCD	ETE
Non-Liquid	Bank FD	5	80C	ETT
Non-Liquid	Corporate FD	1-5 years		TTT
Non-Liquid	Senior Citizens' Savings Scheme (SCSS)	5	80C	EEE*
Non-Liquid	Kisan Vikas Patra	9 years and 7 months		TTT
Non-Liquid	Post office monthly income scheme	5		TTT
Non-Liquid	Post office term deposits	1 to 5	80C	ETT
Non-Liquid	Pradhan Mantri Vaya Vandana Yojana	10	80C	ETT
Non-Liquid	Sovereign Gold Bond	5		EEE

Services

FIXED DEPOSITS

STOCK MARKET INVESTMENTS

MUTUAL FUNDS

WORKSHOPS

NATIONAL PENSION SCHEME (NPS)

Insurance

Below is a quick snapshot of different investment options, and their tax status. Study more on respective topics before investing.