SmartWealth.ai: Smart, Automated Investing for Every Stage of Life

SmartWealth.ai is a sophisticated AI-powered investment platform that delivers DIY model portfolios tailored to different investor personas—Aspire for beginners, Sprint for growth-focused investors, Endurance for mid-career professionals, and Triumph for those seeking financial freedom. Leveraging a proprietary Diversified Momentum Investing framework powered by advanced AI/ML and control systems engineering, the platform offers four proven diversified strategies: Stocks, Assets, Factors, and Combos. With weekly or bi-weekly automated rebalancing optimized for execution between 10:00 AM and 2:00 PM on Thursdays, and intelligent recommendations for SIP timing, SmartWealth.ai helps investors reduce drawdowns through dynamic gold hedging, ETF-based models, and robust risk management filters. Designed for efficiency, it requires less than 5 minutes of weekly effort while supporting investment capital from ₹10K to ₹2Cr—some portfolios even available by invite only for larger sums. Backed by SEBI registration and over three years of consistent performance with more than 200 satisfied investors, it stands as a reliable, research-driven solution for disciplined, long-term wealth building.

Key Features:

• Proprietary Diversified Momentum Investing framework
• Four algorithmic strategies: Stocks, Assets, Factors, and Combos
• 6 model portfolios tailored to investor personas: Aspire, Sprint, Endurance, Triumph
• Weekly or bi-weekly automated portfolio rebalancing
• Optimal execution timing: 10:00 AM – 2:00 PM on Thursdays
• SIP investment recommendations with ideal timing (first week of month, Thursday post-rebalance)
• Dynamic gold hedging to reduce risk
• ETF-based investment strategies
• Risk management filters to minimize drawdowns
• Performance tracking with sample rebalance reports and factsheets (available for free)
• SEBI-registered Research Analyst (Registration No: INH200008644)
• Over 3 years of consistent performance
• 200+ satisfied investors

Pricing: SmartWealth.ai offers a freemium model with free access to sample rebalance reports and factsheets, and paid plans available for full portfolio access. An annual plan discount of 15% is available using the code VALUE15.

Conclusion: SmartWealth.ai is an intelligent, disciplined, and research-backed investment platform that empowers investors of all levels to achieve long-term growth with minimal effort and maximum strategy clarity.