InvestSmart is a proprietary concern started by Mrs. Aarti Kandalkar in the year 2018. We are in the business of mutual fund distribution, life insurance and health insurance advisory. 

As on December 2024 we are catering to 200+ clients and managing and AUM of Rs. 12.5 crores.

Mrs. Aarti Kandalkar has completed her M. Com. From Pune university in the year 1991. We also have a team of chartered accountants who work with us on different avenues like taxation, research and advisory.

InvestSmart is an AMFI certified Mutual Fund Distributor also a qualified Insurance Advisor / Retirement Advisor / Certified Financial Planner. Currently we are handling more than customers in and outside India.

We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.

As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything