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SANJAY MEHTA
FINANCIAL SERVICES

Guiding You Towards a Secure Future

ABOUT US

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.

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CLIENT SATISFACTION

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FINANCIAL EXPERTISE

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PERSONALIZED SERVICE

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OUR SUCCESS STORY

Assets Under Management

+

Happy Clients

Years Of Professional Experience

275

+

₹        Cr

1490

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OUR LEADERSHIP

With over three decades of experience in customer service, Sanjay Mehta has established a legacy of excellence in customer satisfaction and a deep understanding of client needs and expectations in today’s business environment. Sanjay has been featured as a financial expert on live television on The Money Show on ET Now and on Radio One 94.3 FM. He has also been honored with a leadership award by BSE Star MF. In addition to his media presence, Sanjay regularly contributes financial advice columns and articles on personal finance for Hindustan Times, Mint, and Times of India.

Shrey, is a Certified Financial Planner (CFP) with over seven years of experience in the financial industry. 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. His diverse professional background includes roles in leading IT, FMCG, and media companies, as well as several startups, giving him a comprehensive understanding of client needs. Shrey’s unique blend of expertise in technology and business enables him to effectively address investing and financial planning challenges, delivering tailored solutions to his clients.

SERVICES

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