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SANJAY MEHTA FINANCIAL SERVICES

Guiding You Towards A Secure Future

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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.

CLIENT SATISFACTION

FINANCIAL EXPERTISE

PERSONALISED SERVICE

our success story

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

Our Leadership

Guiding You Towards A Secure Future

Sanjay Mehta

FOUNDER & CEO

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.

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Shrey Mehta

ASSOCIATE DIRECTOR

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.

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Products & SERVICES

Our Bouquet Of End-To-End Financial Services

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Financial Consultation

Mutual Funds

Corporate FD

Retirement Consultation

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Health Insurance

term insurance

Vehicle Insurance

Home & OTHER Loans

CLIENTS SPEAK

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

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Recent Blog Posts

SMFS PMS Webinar – The Stallion Way of Investing | Creating Alpha in Your Portfolio

SMFS PMS Webinar – PMS Basics & Showcasing First Global India Super 50

Shrey Mehta featured in ICICI Tarakki Times – Success Story

Shrey Mehta Featured on Radio One 94.3

SMFS turns 10 as we bid farewell to 2020!

Financial Advice for Difficult Times

SMFS’ Market Outlook Synopsis & The Path Forward – August 2020

SMFS’ Detailed Market Overview August 2020

Schneider Electric Webinar

SMFS Featured in BS Best Performing Companies 2020