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 94.3 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!
SENIOR OPERATIONS EXECUTIVE
Varun Kaushik
Varun has been a dependable Client Support Executive at SMFS for over two years. A B.A. graduate from CCS University, Meerut, he brings strong interpersonal skills from his hospitality background and a service-first approach to client support. Energetic and eager to learn, Varun effectively bridges client needs and internal teams, making him a valuable contributor to the organization.
SENIOR MANAGER CLIENT SUCCESS
Karishma Narvani
Karishma holds an M.Com from Rajasthan University and brings experience in client servicing, back-office operations, and admin support from leading financial firms in Jaipur. She also contributes creatively through social media marketing initiatives. With a strong foundation in finance and operations, Karishma is driven, detail-oriented, and committed to continuous growth—she plans to pursue an MBA in Finance & Banking soon.
OPERATIONS EXECUTIVE
Jasmine Kaur
Jasmine holds a B.Com from Sage University, Indore, and is currently pursuing an MBA in Finance to strengthen her understanding of financial systems and analysis. With experience as a Customer Care Executive at Flipkart, she brings a strong sense of responsibility and a client-focused approach. Known for her dedication and attention to detail, Jasmine is a valuable part of the operations team, driven by a passion for learning and excellence.
SENIOR 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.
CLIENT SUCCESS MANAGER
Pallab Nag
Pallab brings over 20 years of leadership in Operations and Customer Service, with a track record of driving efficiency and customer satisfaction. He holds a PG Diploma in HR Management from RIMS, Sambalpur University, adding depth to his people-centric approach. Known for strategic thinking and continuous learning, Pallab plays a key role in strengthening processes and contributing to the growth of SMFS.
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.
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.
RELATIONSHIP MANAGER
Kshitij Goyal
Kshitij holds an integrated B.Tech in Computer Science and MBA in Finance from Amity University. A Birla International School alumnus, he combines analytical thinking with practical insight in his role as Relationship Manager at SMFS. His strong academic foundation, proactive mindset, and collaborative approach make him a valuable and promising member of the team.
OPERATIONS EXECUTIVE
Vikesh Thakur
Vikesh is an integral part of the SMFS team, handling back-end operations tasks. He is a valued addition to the team and makes sure that the entire organization is running at peak efficiency.
OFFICE ASSISTANT
Imran Khan
Imran is diligent and extremely committed to his work. He supports the team with varied tasks ensures that operations run smoothly. His quiet dedication and steady presence make him a key member of the SMFS team.
FIELD OPERATIONS EXECUTIVE
Himanshu Gaur
Himanshu is a dependable part of the SMFS team, handling day-to-day field tasks with sincerity and a calm approach. He supports the team with essential on-ground coordination and ensures that operations run smoothly. He is the newest addition to the SMFS family and is already a hit with clients.
