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.
Client Services
OUR TEAM
| Management: | |
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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. | |
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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. | |
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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. | |
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Ashwal N S Senior Relationship Manager | Client Service Expert Shimoga Branch, Karnataka |
| With 4 years of experience in sales and the insurance industry, Ashwal is skilled in client handling and building strong relationships. His previous roles include Creative Associate at Colors Channel, Executive at Alliance University, Senior Academic Counselor at Vedantu Education, and Managing Partner at Reliance Nippon Life Insurance. His diverse experience across different sectors enhances his ability to drive business growth and deliver excellent client service. | |
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Bhuvana Shivamurthy Relationship Manager | Client Service Expert Shimoga Branch, Karnataka |
| BBA Graduate with expertise in client handling, effective communication, and relationship building. Bhuvana has honed her skills while working at Explore the World Visa Services, where she managed client interactions and provided exceptional service. Her strong communication skills and ability to build lasting relationships make her a valuable asset in any client-focused role. | |
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Chirag Waghela Relationship Manager | Client Service Expert |
| A dynamic Relationship Manager with diverse experience in financial services, Chirag has worked with leading firms like Motilal Oswal Financial Services Pvt. Ltd. and currently serves at Sky Fundsmart Pvt. Ltd. With expertise in client servicing, lead conversion, demat processing, and investment guidance, Chirag excels in building lasting client relationships and providing insightful market updates. He is also experienced in managing financial and non-financial transactions, reviewing investments, and collaborating with teams to ensure clients’ financial goals are met. Previously, Chirag also contributed to the real estate sector as an admin at Balaji Enterprises Pvt. Ltd. | |
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Shama Ansari Expert Relationship Manager | Client Service Expert |
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A dynamic and results-driven Relationship Manager with a diverse background in financial services, Shama Ansari brings extensive experience from leading organizations such as HDFC Securities Pvt. Ltd., Max Life Insurance Pvt. Ltd., and currently, Sky Fundsmart Pvt. Ltd. Shama excels in client servicing, lead conversion, demat processing, and providing tailored investment guidance. With a strong track record of building lasting client relationships, Shama ensures that clients receive insightful market updates and expert financial advice. His expertise also extends to reviewing investment portfolios, managing both financial and non-financial transactions, and collaborating with teams to ensure clients’ financial goals are met. In addition to wealth management, Shama is dedicated to addressing clients' general and life insurance needs, ensuring holistic financial solutions. |
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