Skip to main content
Page without Watch Demo button

Services

Comprehensive financial solutions tailored to your goals and aspirations.

Mutual Fund

Mutual Fund

Strategic investment in diversified mutual funds for optimal returns and risk management.

  • • Equity & Debt Funds
  • • SIP Planning
  • • Portfolio Rebalancing
Life Insurance

Life Insurance

Comprehensive life coverage to secure your family's financial future.

  • • Term Insurance
  • • ULIP Plans
  • • Child Education Plans
Health Insurance

Health Insurance

Complete health coverage for you and your family at affordable premiums.

  • • Family Floater
  • • Critical Illness
  • • Senior Citizen Plans
FD & Bonds

FD & Bonds

Fixed income investments for stable returns and capital protection.

  • • Bank FDs
  • • Corporate Bonds
  • • Government Securities
Tax Planning

Tax Planning

Optimize your tax liability with smart investment strategies.

  • • 80C Investments
  • • Tax-efficient Funds
  • • Year-end Planning
Retirement Planning

Retirement Planning

Build a substantial retirement corpus for comfortable golden years.

  • • NPS Accounts
  • • Retirement Funds
  • • Pension Plans
Solution

All services backed by AMFI registration and SEBI compliance

Products

Curated investment products for every financial goal and risk appetite.

Financial Planning

Equity Mutual Funds

High growth potential for long-term wealth creation

Min: ₹500 Expected: 12-15%
Payment

Debt Mutual Funds

Stable returns with lower risk for conservative investors

Min: ₹1000 Expected: 7-9%
SIP

Systematic Investment Plan

Disciplined investing through regular monthly contributions

Min: ₹500/month Flexibility: High
Retirement

Retirement Solutions

Build corpus for peaceful and financially secure retirement

Min: ₹1000 Lock-in: 5+ years
Buy MF

Instant Investment

Start investing in 5 minutes with paperless KYC

Tax

Tax Saver Plans

Save up to ₹46,800 under Section 80C

House

Goal-Based Plans

Achieve specific financial goals systematically

About Us

Trusted financial advisory services since 2024, helping families achieve their dreams.

Straight Arrow Finserv is an AMFI registered mutual fund distributor specializing in comprehensive financial planning. With over 15 years of experience, we have helped 300+ clients build wealth through strategic investments.

Partner
SEBI Registered
RIA & Distributor
Support
AMFI Certified
Mutual Fund Expert
Online
IRDA Licensed
Insurance Broker
Solution
Multi-City
7 Locations
15+
Years Serving
1000+
Happy Clients
₹50Cr+
Assets Managed
About Smita Investment
Logo
Certified Professional
AMFI ARN: 12345
Our Day

Our Mission

To empower every Indian household with professional financial guidance, making wealth creation accessible and achievable for all income levels.

Your Day

Personalized

Tailored solutions for every client

Our Day

Transparent

No hidden charges or commissions

Just Dial

Accessible

Available across 7 cities

Testimonials

Real stories from our satisfied clients across India

Partner
Rajesh Kumar
IT Professional, Pune

"Smita Investment helped me plan my retirement corpus systematically. Their SIP recommendations have given me 18% returns consistently over 5 years."

★★★★★
Support
Priya Sharma
Doctor, Mumbai

"The health insurance planning saved my family during a medical emergency. Their claim support was exceptional throughout the process."

★★★★★
Online
Vikram Singh
Business Owner, Aurangabad

"Tax planning strategies suggested by their team saved me over ₹2 lakhs last year. Highly recommend their comprehensive approach."

★★★★★
Solution
Neha Patil
Teacher, Nashik

"Child education planning was seamless. My daughter's college fund is growing steadily thanks to their disciplined investment approach."

★★★★★
Rich
Amit Desai
Engineer, Pune

"Portfolio rebalancing service is excellent. They proactively adjust my investments based on market conditions and my risk profile."

★★★★★
Insurance
Sunita Verma
Homemaker, Ahmednagar

"The online investment platform is user-friendly. I can track all my investments in one place with regular updates."

★★★★★
Solution
Trusted by 1000+ Families
Across Maharashtra

Contact

Ready to secure your financial future? Get in touch today.

Phone
Call Us
+91 9765772229
Online
Email Us
sandipvpatil83@gmail.com
Location
Visit Us
Multiple locations across Maharashtra:
Aurangabad | Pune | Nashik | Ahmednagar | Dhule | Jalgoan | Jalna

Business Hours

Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 9:00 AM - 2:00 PM
Sunday: Closed
Google Play App Store