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About Us

Sanjay Mehta Financial Services

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.


Sanjay Mehta

CEO & Founder

Sanjay has over 3 decades of experience in customer services. He has a legacy of excellence in customer satisfaction & an in-depth understanding of their needs & expectations in today’s business environment.

He is a certified Associate Financial Planner in Investment Planning, Tax Planning & Estate Planning, Risk Analysis & Insurance Planning, Retirement Planning & Employee Benefits by Financial Planning Standard Board (FPSB) India.

He 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. Last year, he was awarded a leadership award by BSE Star MF . He regularly writes financial advice columns and articles related to personal finance for Hindustan Times, Mint and Times of India.

Shrey Mehta

Associate Director

Shrey is a CERTIFIED FINANCIAL PLANNERCM. 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.

Before joining SMFS, Shrey has worked with Wipro, Dabur, Hindustan Times 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.


  • ‘Best Performing Companies 2020’ – Business Sight Magazine 
  • ‘25 Fastest Growing Financial Consulting Companies in India’ in 2017 – the CEO Magazine
  • Award by BSE Star MF in 2019 for exceptional leadership
  • Invited as a Financial Expert on The Money Show on ET Now and Radio One
  • Featured in various national newspapers such as Hindustan Times, Times of India, Hindustan, Hindu Business Line and Mint as a Financial Guru on various topics like Equity Mutual Funds, Financial Planning for the youth, retirement planning, children education planning, etc.
  • ‘Stellar Performance Regional Club’ at UTI Summit 2015-16
  • ‘Highest Perpetual SIPs in the New Delhi and Rajasthan Cluster’ in 2017 – Franklin Templeton
  • ‘Stellar Performance in Fixed Deposits’ – PNB Housing in 2018

Driving & Shaping The Journey

SMFS is led by Sanjay Mehta (Founder & CEO) and Shrey Mehta (Associate Director) both of whom embody the core value of SMFS – personalized swift customer service.

Sanjay Mehta embarked on his entrepreneurial journey and founded Sanjay Mehta Financial Services in December 2010. Almost a decade later, the company is one of the leading consulting companies in the country offering integrated solutions for all clients’ financial needs. We have been featured in The CEO Magazine’s 25 Fastest Growing Financial Consulting Companies in India.

For the first year, SMFS had mutual fund advisory as its sole business. From this, SMFS expanded into holistic investment solutions and added more financial products like fixed deposits, bonds, shares etc to its portfolio. Keeping up to date with the customer needs, SMFS ventured into providing health, term and car insurance to add additional value to its customers. Recent additions to their portfolio of services include real estate consulting and loan advisory; making it a One Stop Shop for all financial needs. With End to End integrated financial services for every customer’s need, we at SMFS continue to add new and relevant products and services to our bouquet of offerings to keep pace with the changing business environment and cater to new customer requirements.

SMFS’ strength has been to transform their services according to customer needs and an example of this was the digital transformation of all their operations in 2017. This digital operational makeover involved launching a dedicated web portal, mobile apps and a complete overhaul of the operational processes. These technological leaps have made SMFS one of the first few companies to make all transactions completely paperless.

“A customer always remembers the service”, an old adage that has formed the cornerstone of SMFS. The company has a sharp understanding of client needs and a leadership whose distinct set of talents are geared to fulfil all expectations of customers and investors.

Across SMFS’ decade long journey, the AUM has grown from its modest beginnings. With assets exceeding 100 crores and over 800 happy clients, the company is on a fast track path to growth.

SMFS enjoys growth which is entirely organic through word of mouth and referrals from happy clients. It is, indeed, a testament of the trust our clients place in us and of our exceptional customer service.