Creating a Better Future for Families and Communities!

Achieve your financial goals with the right advice from trusted insurance and investment professionals.
We help you choose the right insurance policies and make smart investment decisions to build your wealth and fortune, protecting you from unexpected risks.

Health Insurance

Protect your family and yourselves from high and unexpected medical costs with the right health insurance coverage.

Term insurance

A financial protection plan that can protect your family members even during the most unfortunate events.

Motor Insurance

Prolong the life and value of your vehicle with a plethora of benefits offered by motor insurance plans.

Mutual Funds

Get exposure to a range of stocks & get benefitted from professional management, diversification, liquidity, etc.

Trust in us for
Your Peaceful Future!

Retail Customers

Claims Settled

AUM

Corporates

What We Do!

We demystify the complexities to provide the right trajectory for your finances. Smart money helps people in taking sound financial decisions. As an independent agency, we work for our clients, putting their needs first. Representing several insurance carriers and investment companies, we explore multiple options to help our clients get the best coverage and higher returns.

Health Insurance

Protect yourself and your loved ones with proper health insurance coverage. Use our expertise, resources and tools to get maximum coverage for your family with the health insurance premiums you can afford.

Term insurance

Choosing a perfect life insurance policy is not overwhelming when you have a trusted insurance advisor with you. Let us explore the options and choose a plan that protects your loved ones.

Mutual Funds

Get in-depth analysis of market risks and comparison of the products’ performance to choose the right mutual fund schemes. Achieve your financial goals by investing in the best performing mutual funds with professional advice and personal attention. Buy or sell with accurate advice to accumulate your wealth.

Our Partners

Insurance Companies

Mutual Fund Companies

Awards 

Testimonials

Google rating 4.9/5

Sampath Kumar Midivelli
Sampath Kumar Midivelli
2023-11-08
A dependable partner for health and life insurances. Thanks for your support Manoj for the recent and Corona time insurance claims.
Pankaj Kumar
Pankaj Kumar
2023-10-12
Mr Manoj a great person with whom you can instill trust and transparency. Superb service for investment and insurance.
Shailaja K
Shailaja K
2023-10-11
I was referred this Agency by one of my good friend & well wishes and happen to meet up Mr Manoj Gupta Garu to explore more on Policy and get Health Insurance done. He was excellant in sharing options blended with best right policy to be considered. Another God Sent Person to us, as today the first experience of the policy claim approval ( ofcourse value of claim is not very high) gave us the atmost confidence on our health insurance and it got ensured in right golden hands. Thanks a lot Manoj Gupta Garu! Shailaja Subrahmanyam (The Access)
Abinaya Singaravelu
Abinaya Singaravelu
2023-08-25
Very prompt and swift support from vikas. Very happy and satisfied.. thanks for your support.
Akash Ghate
Akash Ghate
2023-08-22
It was a really good experience with care health insurance
Kiran Manjunath
Kiran Manjunath
2023-06-28
Manoj was very helpful and suggested the right option to choose during the renewal process. Thanks to him and his team!
Sudhanshu Srivastav
Sudhanshu Srivastav
2023-05-17
Great experience with excellent inputs and proactive support. Will highly recommend.
Kishore Kumar
Kishore Kumar
2023-05-15
Best advice and good domain knowledge with timely notification for premiums , which continues policy life time with real time support.
anandeshi vishveshwer
anandeshi vishveshwer
2023-01-21
You’re really good at following up with us as to ensure that we are never left in the dark, and really good at focusing on what we need and require. You have a real instinct to understand us. Good work, You have the natural ability to understand and feel what your we are experiencing, and you are able to meet our needs effectively, I really appreciate Manoj bhai and Vikas lal for getting 100% of approval, Heart full thanks to u both for giving me a hassle free discharge from hospital.
hagulduty swapna
hagulduty swapna
2023-01-07
Good and helpful suggestions.