ABOUT US
SMFS is a boutique investment services firm based in Noida. Founded in 2010, we look after over ₹400 crore for more than 1,500 families. Some have been with us long enough that we are now working with their third generation.
Your goals and your time horizon come first, then asset allocation. That, not fund or stock picking, is what shapes investment outcomes over twenty years. The rest of the work is behavioural, helping you ignore the noise and stay with a decision long enough for it to do its job. Getting those two things right is where we spend our time, and it is why no conversation here begins with a product.
Simplifying the Art of Investing.
CLIENT SATISFACTION
FINANCIAL EXPERTISE
PERSONALIZED SERVICE
OUR SUCCESS STORY
Assets Under Management
+
Happy Clients
Years Of Professional Experience
375
+
₹ Cr
1485
5
OUR LEADERSHIP
Sanjay has over three decades of experience in client facing roles, built on a record of client satisfaction and a close understanding of investor needs and expectations. He has appeared as a subject expert on The Money Show on ET Now and on Radio One 94.3 FM, and contributes personal finance columns and articles to Hindustan Times, Mint and The Times of India. He was recognised as Best Performer, Individual Category, Delhi NCR, at the BSE StAR MF Leadership Awards for FY 2018-19.
Shrey holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification awarded by FPSB India. An alumnus of IIM Raipur and VIT Vellore, he has over a decade of professional experience and has been featured on Radio One 94.3 FM and in The Hindu. Before joining SMFS he worked with Wipro, Dabur and Hindustan Times, as well as with early stage companies. His background sits at the intersection of technology and business, which shapes how he works with families on long term investing.
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