Services
Financial Planning
Investment Planning
Portfolio Evaluation
Loan Advisory
Goal Based Planning
Health Insurance
General Insurance
Life Insurance
Sanjay Mehta Financial Services
SMFS is a financial consulting company with the mission to make your future secure. We assure you a hassle-free and pleasant transaction experience. Our focus is to offer integrated solutions for your investment needs.
Our Team
Sanjay Mehta
Shrey Mehta
Saddam Hussain
LATEST FROM OUR BLOG
Bear Market 101 – What Should Investors Do? | Covid-19 Investing
As you are all aware, we are currently going through a great bear phase due to Covid-19. We sent emails to our clients on 6th, 12th & 19th March suggesting measures that need to be taken. Please go through those emails if you missed them. Now, let us look at where we are today. Read more about Bear Market 101 – What Should Investors Do? | Covid-19 Investing[…]
SMFS’ Market Outlook Synopsis & The Path Forward – January 2020
SMFS’ Market Outlook Synopsis & The Path Forward – January 2020 Since our last review in September 2019, the market scenario has improved even though the economy is still struggling. Last year, the majority of gains in the Equity indices were only from 8-10 companies that were performing well. But finally, over the last one Read more about SMFS’ Market Outlook Synopsis & The Path Forward – January 2020[…]
Detailed Market Overview January 2020
It has been a very interesting journey over the past 6 months as the economic growth has decreased but the markets have rallied and touched all time highs. Read our Detailed Market Overview from September 2019 to see where we were 6 months ago and read on to figure out where we are today. EQUITY MARKETS Read more about Detailed Market Overview January 2020[…]
The Road to Financial Freedom for ITDC Women
Dear Friends, Here are some glimpses from our first financial education workshop this year, “The Road to Financial Freedom” for the Women Employees of India Tourism Development Corporation Limited that we conducted on 9th January, 2020. Over the half day session, we covered topics like – Health Insurance, Term Insurance, Inflation, Why do we need to Invest, Read more about The Road to Financial Freedom for ITDC Women[…]
SMFS’ Market Outlook Synopsis & The Path Forward – September 2019
SMFS’ Market Outlook Synopsis & The Path Forward – September 2019 Since our last review in February 2019, even though the elections are behind us, the market scenario has not improved at all and has in fact deteriorated. The markets are not likely to recover fast and would probably take another 6-9 months to improve. Read more about SMFS’ Market Outlook Synopsis & The Path Forward – September 2019[…]
Detailed Market Overview September 2019
Market Sentiment Summary In debt markets, in the last 12 months, there has been an unexpected down grading of certain securities of IL&FS, Zee, DHFL, YES BANK etc. and the mutual fund AMCs had to mark the entire holding in these funds to zero in their portfolios. This is the reason that suddenly some of Read more about Detailed Market Overview September 2019[…]
SMFS featured in The Hindu Business Line
SMFS was featured in today’s (11/06/2019) edition of The Hindu BusinessLine under the Expert Speak initiative by UTI Swatantra, answering a reader’s question – “My daughter is 5 years old. Where should I invest to create a sufficient corpus for her college education?”
Is Equity the Right Fit For YOU
When your friends or colleagues talk about the amazing returns, they or someone they knew made in the equity market, it is very easy to start experiencing FOMO (fear of missing out). But please remember that it’s human nature to talk about the gains and not about the losses someone might have suffered in the Read more about Is Equity the Right Fit For YOU[…]
Sanjay Mehta wins Leadership Award from BSE Star MF
We are proud to share with you that our Founder & CEO, Sanjay Mehta won a leadership award from BSE Star MF. The award was presented by Mr. Ganesh Ram, Head BSE Star MF at an event held on the 7th of March, 2019. Sanjay Mehta was the best performer in the individual category of Read more about Sanjay Mehta wins Leadership Award from BSE Star MF[…]
SMFS’ Market Outlook Synopsis & The Path Forward – February 2019
Market Outlook Synopsis & The Path Forward – February 2019 Since our last review in September 2018, the outlook going forward remains the same. With the budget now behind us, the equity markets will probably remain volatile till the Lok Sabha elections which will be in April-May 2019. Read more about SMFS’ Market Outlook Synopsis & The Path Forward – February 2019[…]