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Raja Ghosh

Absolutely impeccable service. Their investment advice and recommendations are measured, unbiased and have been the sole factor behind any savings that I have. My portfolio has multiplied manifold under their care – and I am so grateful for that

Sudhanshu Gupta

To me, SMFS has been a blessing. The way they curate investing options according to my fast changing needs, I am extremely impressed. Not only that, SMFS has given me amazing returns and most importantly, I have been able to save regularly which was difficult for me earlier.

Dorothy Tressler

The one stop shop for making the best investments ever. SMFS has handled all my financial needs for almost a decade. They have deftly managed the risk in my portfolio and delivered great returns. SMFS' operations, transparency and overall professionalism has far exceeded my expectations

Vaibhav Bhatia

The go to firm for all sort of investment related options. SMFS builds a strong portfolio catering to your needs and risk appetite. They have been handling my investment portfolio for 3 years and delivered stellar returns. If you need investments which are personalised to the cue, SMFS is the place to go.

Clients
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Guiding You Towards a Secure Future

Sanjay Mehta Financial Services

Our Leadership

Shrey Mehta

Director

Sanjay Mehta

Founder

1,000+

Happy Clients

   250Cr+

Assets Under Management

11+

Years of professional experience

Fianacial Expertise

Client Satisfaction

Personalised Service

About Us

SMFS is a financial consulting company with the mission to lead you Towards a Secure Future. We simplify the art of investing and our vision is to enable everyone to achieve financial independence.

Our focus is to offer tailor made integrated solutions for all your investment, insurance, loan and real estate needs. We assure you a hassle-free and pleasant transaction experience with our bouquet of end to end financial services.

Products and Services

Financial Consultation

It is SMFS’ vision to create financial independence for everyone in India and Financial Planning is the most important step in that direction.

Mutual funds

Mutual fund is a collection of stocks and/or bonds. You can think of a mutual fund as a company that brings together a group of people & invests their money in stocks, bonds, & other securities. 

Corporate FDs

Corporate FDs are investment instruments where-in an investor deposits his/her money for a fixed time period at a fixed rate of interest with a company

Retirement Planning

 We believe retirement planning is possibly the most essential element of financial planning and we make sure that we secure the retirement of all our clients.

Health Insurance

Health insurance is an insurance policy wherein the insurance   company covers medical expenses for an individual in exchange for a premium.

Term Insurance

Term insurance is a life insurance policy wherein the  insurance company provides coverage against life loss of policy holder under the policy Specified period in exchange for a premium

Vehicle Insurance

Vehicle Insurance is used provide financial protection against physical damage or bodily injury resulting from traffic collisions and against liability that could also arise from incidents in a vehicle

Loans

We at SMFS provide end to end help in availing home loans, vehicle loans, personal loans, education loans etc. to meet your financial needs along with integrated financial planning and tax planning.

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