Mr. 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.

Mr. Shrey Mehta

Associate Director

Shrey is an alumnus of IIM, Raipur and VIT, Vellore. He is a certified Associate Financial Planner and has been featured as a financial expert 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.

Mr. Saddam Hussain

Manager Operations

Saddam is an alumnus of LNMU, Darbhanga and ICA, Darbhanga. At present, he has enrolled for MBA in Finance & Banking.He is certified industrial accountant with more than 7 years of experience in investment banking operations, financial analysis and advisory services in Investment banking and finance domain.

He has remarkable financial consulting background combined with abilities in simplifying and communicating complex financial scenarios in accordance with company’s internal policies and procedures.He is skilled at consulting with clients to delineate and analyze financial situations while developing strategic solutions that strengthen investment goals.



Business Development Executive

Atiksh is an alumnus of UPES Dehradun. He is NISM V A certified. He has previosuly worked with Geojit financial services.He is very passionate about his work. He strives to working continuously towards providing best financial advise to clients and solve there problems.

Shabana Khatoon

Operations Executive

Shabana is an alumnus of LNMU Darbhanga with finance background.She has rich experience of  providing quality service to clients related to financial standard operating procedure and policies. She is know for solving customer queries related to operational issues.


Amit Kumar

Operations Executive

Amit is  bsc graduate from C. S.J.M Kanpur universiy. He has a zeal for learning and aspires to complete NISM course. Amit is very energetic and has a go getter attitude in handling all the operations related issue.


Ranjeet Rav

Office Assistant

 Ranjeet is very hardworking, dedicated and capable task master.He handles a wide variety of work, ranging from field work to managing the office. A great team player who excels in executing all the tasks assigned to him.