Sanjay Mehta Financial Services
Towards a secure future

Sanjay Mehta Financial Services

Towards A Secure Future

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.

Customer satisafaction

Finacial expertise

personalised service

our success story

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

the Team

Meet the people who are by your side, throughout your journey Towards a Secure Future

Sanjay Mehta

Founder & CEO

Shrey Mehta

Associate Director

Saddam Hussain

Manager Operations

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


Hear what our clients have to say about us

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.

Dorothy Tressler

SMFS is a go to financial services firm for all sort of investment related options. They build a strong portfolio catering to your needs and risk appetite. SMFS has been handling my portfolio for investments for 2 years & their back end work, transparency in work and overall professionalism has far exceeded my expectations.
If you need investments which are personalised to the cue, SMFS is the place to go.

Vaibhav Bhatia

Reliable, trustworthiness,very helpful, farsighted, very clear and transparent. Very lucky to be associated with SMFS for last four years.

Virender Mittal