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Smita Tari – Financial Planner & Wealth Manager

Smita Tari - Financial Planner in Mumbai
Smita Tari - Financial Planner in Mumbai

About Business

Smita Sanjay Tari is a highly experienced Financial Planner and Wealth Manager with over 25+ years of expertise in financial services, dedicated to helping individuals and families achieve financial security and long-term wealth creation.

With a strong academic background (B.Sc Graduate) and deep industry knowledge, she provides personalized financial solutions tailored to each client’s goals, risk profile, and life stage.

Her approach focuses on ethical, transparent, and long-term advisory, ensuring clients build sustainable wealth while securing their future.

💡 Why Choose Smita Tari?

✔ 25+ years of financial industry experience
✔ Personalized and goal-based financial planning
✔ Ethical and transparent advisory approach
✔ Long-term relationship-focused service
✔ Complete financial solutions under one roof

🎯 Who Can Benefit?

  • Salaried Individuals
  • Business Owners
  • Families planning future security
  • Individuals planning retirement or wealth growth

Products or Services

Products or Services
💼 Expertise & Services:
📊 Investment & Wealth Creation
Mutual Fund Investments (SIP)
Long-Term Wealth Planning

🛡️ Insurance Planning
Life Insurance
Health Insurance

🏦 Financial Planning
Retirement Planning
Tax-Saving Strategies
Child Education & Marriage Planning
Trust & Estate Planning

Location

Shop No 11, Shubhsarita CHS., Shrikrishna Nagar, Beside Dhobi ghat, Borivali East, Mumbai

Contact

Contact Person
Smita Sanjay Tari
Phone
Address
Shop No 11, Shubhsarita CHS., Shrikrishna Nagar, Beside Dhobi ghat, Borivali East, Mumbai
Pin Code
400066

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