ABOUT US



We SKY Fundsmart Pvt Ltd as a firm incorporated in the year 2002 and at present having 800 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%
Capital Market80%
Fixed Income90%
Real Estate95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

Management:
Mr. Suresh Acharya
Mr. Suresh Acharya is the Chief Advisor for SKY Fundsmart Pvt Ltd. One of the oldest in the team, he has over 20 years of rich experience in the financial services industry. A graduate by education, he is known for his deep understanding of the distribution practices and its challenges.
 
Mrs. Soumya Acharya
Mrs. Soumya Acharya - Experienced HR Administrator & General Insurance Expert .Graduate from Mangalore University and 13 Years of Experience at SKY Fundsmart Pvt Ltd. She is Head Administrator of the company and manages Back office ,Online Client Services & Public Relations.
 
Sagar S P 
Started career as a Business Development Associate in International business desk ,Then started working for a Fund House as an Arbitrager, later worked as an Assistant Consultant in a Fintech Firm.Has Experience in Sales, Marketing, Coding and Trading.
 
Chaithra Acharya 
Graduated in Accounting & finance from Mumbai University She is Relationship Manager of SKY, having an experience of over 3 years. She is responsible for solving all queries and providing services to meet client’s requirements.
 
Vishruti Ayare 
Graduated in B.SC from Mumbai University. Having good experience in handling operations. She is responsible for all the operational work of the firm & handling queries.
 
Mr.Anil Beradiya 
 
 

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