"Comprehensive Solutions for Your Financial Security and Growth"
Welcome to
SM Financial Advisory!
With over 20 years of expertise, we are dedicated to delivering exceptional financial services and personalized investment solutions to our valued clients. Our mission is to empower you to achieve your financial goals by combining in-depth industry knowledge with a tailored approach.
As certified mutual fund distributors and insurance consultants, we specialize in offering comprehensive financial advisory services. Our experienced team provides fast-track solutions to ensure financial security and a comfortable retirement, guiding you confidently through your financial journey.
Your success is our priority, and we are here to help you every step of the way!
Services We are Offered
Life Insurance
Life insurance provides financial protection for your family in case of unforeseen events. Ensure peace of mind knowing your loved ones are financially secure. Choose from a variety of policies tailored to meet your specific needs.
Health Insurance
Health insurance covers medical expenses, ensuring you receive the best care without financial strain. Protect yourself and your family from unexpected medical costs with comprehensive health plans. Access a wide network of hospitals and healthcare providers for cashless treatment options.
General Insurance
General insurance offers protection for your home, travel, and other valuables. Choose from a range of policies designed to cover various aspects of your life. Stay secure with reliable and comprehensive general insurance plans.
Vehicle Insurance
Protect your vehicle with comprehensive insurance coverage tailored to your needs. Ensure peace of mind on the road with reliable coverage against accidents, theft, and damage.
Mutual Fund
Mutual funds allow you to invest in a diversified portfolio managed by experts. Enjoy potential growth and income through professional fund management. Start with small investments and watch your wealth grow over time.
Commercial & Corporate Insurance
Commercial and corporate insurance protects businesses from financial losses due to unexpected events. It includes coverage for property, liability, workers' compensation, and business interruptions.
20 Year
Since
45,000+
Happy Clients
10000+
Successful Insurance
Why Choose Us ?
Expertise
Our team of experienced financial advisors has a deep understanding of retirement planning strategies and market trends.
Personalized Approach
We prioritize your unique needs and goals, crafting a customized retirement plan that reflects your individual circumstances.
Transparency
We believe in clear communication and transparency every step of the way, so you can make informed decisions with confidence.
Ongoing Support
Your journey doesn't end once you retire. We're here to provide ongoing guidance and support to help you navigate life's transitions with ease.
Our Advisory Team
Sanjay Madhavi
Sanjay Madhavi is a professional advisor with 20 years of experience in the insurance and financial planning industry. His extensive expertise and personalized approach help clients secure their assets and achieve long-term financial goals. Sanjay is a trusted professional committed to delivering exceptional service.
Nitin Patil
Nitin Patil brings over seven years of expertise in the insurance industry, specializing in health, life, and motor insurance settlements, as well as mutual fund investments. A key member of our team, he has been instrumental in managing various office responsibilities and ensuring smooth operations.
Saurabh Jaiswar
Saurabh Jaiswar is an insurance professional with two years of industry experience. His expertise in health, commercial, general, and motor insurance, as well as mutual fund investments, makes him a vital asset to our team. Saurabh is committed to delivering exceptional service and tailored solutions to meet client needs efficiently.
