Sanjay Mehta Financial Services

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.

Customer Satisfaction

Financial Expertise

Personalised Services

Our Products

Financial Consultation

Mutual Funds

Corporate FD

Health Insurance

Term Insurance

Retirement Consultation

Vehicle Insurance

Home & Other Loans

Real Estate

Our Team

Sanjay Mehta

Founder & CEO

With over 3 decades of experience in customer services, Sanjay has a legacy of excellence in customer satisfaction & an in-depth understanding of their needs & expectations in today’s business environment. Sanjay 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. He has also been awarded a leadership award by BSE Star MF. Sanjay regularly writes financial advice columns and articles related to personal finance for Hindustan Times, Mint and Times of India.

Shrey Mehta

Associate Director

A CERTIFIED FINANCIAL PLANNERCM and 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. Shrey has worked with leading IT, FMCG and Medi Companies 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.

Testimonials

Absolutely impeccable service. Their investment advice and recommendations are measured, unbiased and have been the sole factor behind any savings that I have. My portfolio has multiplied manifold under their care – and I am so grateful for that.

Raja Ghosh

To me, SMFS has been a blessing. The way they curate investing options according to my fast changing needs, I am extremely impressed. Not only that, SMFS has given me amazing returns and most importantly, I have been able to save regularly which was difficult for me earlier.

Sudhanshu Gupta

The one stop shop for making the best investments ever.

Dorothy Tressler

SMFS is a go to financial services firm for all sort of investment related options. They build a strong portfolio catering to your needs and risk appetite. SMFS has been handling my portfolio for investments for 2 years & their back end work, transparency in work and overall professionalism has far exceeded my expectations.
If you need investments which are personalised to the cue, SMFS is the place to go.

Vaibhav Bhatia

Reliable, trustworthiness,very helpful, farsighted, very clear and transparent. Very lucky to be associated with SMFS for last four years.