SmartWealth.ai
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SmartWealth.ai

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Pankaj Singh

🎯 Working professionals want accelerated financial independence.

⚠️ But they’re stuck with fragmented solutions — often high-risk, poorly diversified, and missing out on alpha.

🏆 That’s why we built a complete, strategic framework—to help them reach their goals faster.

⚙️

Introducing the Diversified Momentum Investing (DMI) framework — rooted in global best practices and powered by a programmatic, rules-based engine. At its core, DMI drives returns through Momentum while managing risk across market cycles using a layered approach of Risk Management, Diversification, and Hedging.

🛠️

DMI is built to serve every kind of investor through:

  • 5 layers of diversification: across sectors, market caps, themes, asset classes and strategies.
  • 4 investor personas: Aspire, Sprint, Endurance, and Triumph — tailored to different life stages and goals.
  • 3 strategic portfolios: Stocks, Assets, and Factors— and their 2-in-1 and 3-in-1 combinations.

🔭

This vision is led by Pankaj Singh, an engineer from Bangalore University and a finance MBA from ISB, with over 25 years of experience building products and strategies across global markets. His expertise powers our mission — helping you with accelerated financial independence.

🗣

See Client Testimonials and Disclaimers

✉️📞

Got questions? We’re more accessible than ever:

🎯 Working professionals want accelerated financial independence.

⚠️ But they’re stuck with fragmented solutions — often high-risk, poorly diversified, and missing out on alpha.

🏆 That’s why we built a complete, strategic framework—to help them reach their goals faster.

⚙️

Introducing the Diversified Momentum Investing (DMI) framework — rooted in global best practices and powered by a programmatic, rules-based engine. At its core, DMI drives returns through Momentum while managing risk across market cycles using a layered approach of Risk Management, Diversification, and Hedging.

🛠️

DMI is built to serve every kind of investor through:

  • 5 layers of diversification: across sectors, market caps, themes, asset classes and strategies.
  • 4 investor personas: Aspire, Sprint, Endurance, and Triumph — tailored to different life stages and goals.
  • 3 strategic portfolios: Stocks, Assets, and Factors— and their 2-in-1 and 3-in-1 combinations.

🔭

This vision is led by Pankaj Singh, an engineer from Bangalore University and a finance MBA from ISB, with over 25 years of experience building products and strategies across global markets. His expertise powers our mission — helping you with accelerated financial independence.

🗣

See Client Testimonials and Disclaimers

✉️📞

Got questions? We’re more accessible than ever:

Read More

Latest from SmartWealth.ai's desk

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Years of experience

25 year

SEBI Registered

INH200008644

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Get started in
3 easy steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

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All your questions answered

Frequently asked questions

What are the products offered?
SmartWealth.ai offers a data-driven approach to investing, empowering investors at every stage:, 1. Aspire stage: New to investing? We'll lay a strong foundation, 2. Sprint stage: Early-stage investors? We'll help accelerate growth., 3. Endurance stage: Mid-stage investors? We'll help consolidate portfolio., 4. Triumph stage: Financially independent? We'll help you boost growth., All products are non-refundable., Read about our philosophy and offerings HERE., To meet Pankaj, request a meeting HERE.
What is their investment philosophy?
SmartWealth.ai Equips You for Long-term Wealth-creation In Dynamic Markets:, 1. Adaptation: Algorithmic portfolios adjust to evolving trends., 2. Diversification: Built-in diversification defends your investments., 3. Hedging: Dynamic gold hedging helps manage market shifts., Read about our philosophy and offerings HERE., To meet Pankaj, request a meeting HERE.
What is a smallcase ?
A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
Who can subscribe to these smallcases?
The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section