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
Speak
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
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.