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 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.