P S VIJAYA | Smart Wealth Services

About

We provide comprehensive financial advisory services covering mutual funds, insurance, health planning, retirement planning, children’s education planning, financial planning, NPS, and more.

Practice at a glance

15

Years of Experience

750

Families Served

₹85

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Virtual

Specialises working with:Young Professionals, Senior Management, Women Investors, HNI Families, Doctors

Language Spoken:Telugu, Tamil, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN - 171570

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Plan Retirement

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with P S VIJAYA.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check