Why Choose Us ?

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We all are NISM, NCFM and IRDA Certified. So you can count on unbiased recommendations and impartial guidance.

Planning Futures

Smartvest started in 2018, since then we have created multiple programs and portfolios to meet short/long-term financial goals of our clients. Have questions about stock investments, taxes, retirement, SIP's and/or estate planning? One of our credentialed professionals would be glad to help.

A Proven Approach

We start by analyzing your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.


Our Product


We are the technology firm , we provide bridge between the trading decision and trade execution. A) Trading Decision : buy /Sell logic , based on statistical and mathematical calculated formulas, are designed as a first step. B) Once timely tested logic is converted into a code this is forwarded to NSE for execution We Provide the bridge and undertake the execution responsibility.



We at wealth bridge technologies apply our trading algorithms strategies directly in your own demat account. That means customer is permanently in control of the funds that he has invested. Unlike mutual funds there is no exit load or entry load with us. Customer grants access to the robot to executive trades in the Demat/ Trading account on his behalf. Since the trading part is done by robot this is 100% automated. There is no manual intervention required by the customer. Hence you can continue wih your own day activites while the robot is working in the markets for you.

Open trading account

A New Trading Account will be opened for you with Algo Trading compatible Broker.Once the account is opened it will be mapped with our system.

Transfer funds

As per SEBI guidelines you will have to transfer funds from your mapped bank account to your own trading account. Thus your money at any given point.

Grant Trading access to the robot

Here you give Wealth Bridge Technologies proprietary robot the authority to trade in your account.

Sit back and relax

No manual intervention required form your side. You can just relax or get back to your routine while the robot will work for you in the markets.









Management Team