SMFS is a financial consulting company with a vision to lead individuals towards a Secure Future. They simplify investing and offer integrated solutions for investment, insurance, loan, and real estate needs, ensuring a hassle-free transaction experience.

 

Sanjay Mehta Financial Services, founded in 2010, is a leading Indian consulting firm providing integrated financial solutions, featured in The CEO Magazine's 25 Fastest Growing Financial Consulting Companies.

 

SMFS, initially focusing on mutual fund advisory, has since expanded into holistic investment solutions, offering financial products like fixed deposits, bonds, and shares. It also provides health, term, and car insurance, real estate consulting, and loan advisory, making it a One Stop Shop for all financial needs. SMFS continues to add new products and services to cater to changing business environments and customer requirements.

 

SMFS has successfully transformed its services to meet customer needs, exemplified by its digital transformation in 2017. This included launching a dedicated web portal, mobile apps, and overhauling operational processes, making SMFS one of the first few companies to make all transactions paperless.

 

SMFS, a company known for its exceptional customer service, is known for its leadership and ability to meet the expectations of both customers and investors.

 

Across SMFS’ decade long journey, the AUM has grown from its modest beginnings. With assets exceeding 300 crores and over 1500 happy clients, the company is on a fast track path to growth.

 

SMFS, a leading financial institution, has experienced organic growth through word of mouth and referrals, demonstrating the trust and exceptional customer service of its clients.