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Guiding You Towards A Secure Future


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.




our success story

Happy Clients
1 +
assets under management
1 Cr+
Years of professional experience
1 +

Our Leadership

Guiding You Towards A Secure Future

Sanjay Mehta


With over 3 decades of experience in customer services, Sanjay has a legacy of excellence in customer satisfaction & an in-depth understanding of their needs & expectations in today’s business environment. Sanjay has been featured as a financial expert on live television in The Money Show on ET Now as well as on Radio One 94.3 FM. He has also been awarded a leadership award by BSE Star MF. Sanjay regularly writes financial advice columns and articles related to personal finance for Hindustan Times, Mint and Times of India.

Shrey Mehta


A CERTIFIED FINANCIAL PLANNERCM and an alumnus of IIM, Raipur and VIT, Vellore. He has been featured as a financial expert on Radio One 93.4 FM and in The Hindu. Shrey has worked with leading IT, FMCG and Media Companies as well as a few start-ups allowing him to have in-depth understanding of client needs. His background and professional experience deftly merge technology and business, placing him in prime position to tackle investing and financial planning.

Products & SERVICES

Our Bouquet Of End-To-End Financial Services

Mutual Funds

Corporate FD

Retirement Consultation

Health Insurance

term insurance

Vehicle Insurance

Home & OTHER Loans


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.
Raja Ghosh
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.
Sudhanshu Gupta
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.
Dorothy Tressler
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.
Vaibhav Bhatia

Start Your Journey
Towards A Secure Future

Get A Free Financial Consultation And Embark On Your Road to Financial Freedom