Our Team
Shrey is a CERTIFIED FINANCIAL PLANNER. 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, and 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.
Sanjay has over 3 decades of experience in customer service. 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 certifified 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.
SENIOR MANAGER OPERATIONS
Saddam Hussain
Hussain is an alumnus of LNMU, Darbhanga and ICA, Darbhanga. He is presently preparing for an MBA in Finance & Banking. Hussain is the epitome of excellent customer service. His remarkable knack for handling customer queries and problem solving makes him fantastic at his work. Hussain is laureled by each and every SMFS client!
OPERATIONS EXECUTIVE
Amit Kumar
Amit is a BSc. graduate from C. S.J.M Kanpur University. He has a zeal for learning and is preparing for various NISM certifications. Always full of energy, Amit has a go getter attitude in handling all operations related tasks.
EXECUTIVE ASSISTANT
Prerna Jha
Prerna holds a Bachelor's degree in Journalism and Mass Communication from Amity University Mumbai. She has over three years of experience with a leading political consultancy and an early-stage startup, where she excelled in various roles and managerial positions. Currently serving as an Executive Assistant to a Director at SMFS, Prerna is recognized for her exceptional organizational skills and adeptness at managing fast-paced tasks. Her expertise and efficiency make her a valuable addition to our team.
CLIENT SUCCESS MANAGER
Karishma Narvani
Karishma is an M Com. graduate from Rajasthan University. She aims to do an MBA in Finance & Banking.
Having worked with leading financial services companies in Jaipur, Karishma brings with her a rich experience of client servicing and operations. She also has experience in Social Media Marketing.
OPERATIONS EXECUTIVE
Lalit Kanojia
Lalit is an alumnus of Pink City Law College, Jaipur and a Graduate from Delhi University. He has been a part of SMFS for many years, having left to study further, he completed his course and rejoined the team. Lalit handles all operations related tasks in an extremely earnest and attentive manner.
RELATIONSHIP MANAGER
Jayant Sarkar
Jayant is an alumnus of Lloyd Law College, Greater Noida, where he completed his law studies, and he further enhanced his credentials with an MBA in Finance from Amity University, Noida. He has recently joined SMFS as a Relationship Manager. His exceptional academic background and professional affiliations make him a highly valuable asset in his field.
OFFICE ASSISTANT
Imran Khan
Imran is a diligent and extremely committed to his work. He is the newest addition to the SMFS family and is already a hit with clients.
OPERATIONS EXECUTIVE
Shabana Khatoon
Shabana is an alumnus of LNMU Darbhanga with a background in finance. She is a diligent and highly dedicated worker who excels at all her tasks. Renowned for her organization skills, she is a real asset in the team.
OPERATIONS EXECUTIVE
Varun Kaushik
Varun is currently pursuing B.A from CCS University Meerut. He is hardworking and full of energy. Having worked in a top restaurant chain he has a great approach towards our clients. Young and always willing to learn, Varun has a great career ahead of him.
RELATIONSHIP MANAGER
Rupanjali Hazarika
Rupanjali, an alumna of Amity University, Noida, and Dibrugarh University, Assam, holds an MBA in Finance and a B.Sc. in Mathematics. In her current role as a Relationship Manager at SMFS, she utilizes her solid academic foundation in finance and quantitative analysis to excel. Rupanjali’s remarkable dedication and expertise make her a valuable asset to our team.
