SMFS’ Financial Planning for Challenging Times


SMFS’ Financial Planning for Challenging Times

Recent economic and financial volatility have challenged financial companies to provide investors with superior services while at the same time reducing the cost of the finance function. In such circumstances, expert advice from an experienced financial planner can be of great value. Sanjay Mehta Financial Services provides individuals and SMEs throughout the country with a range of financial consulting services, that helps them take the right steps on the long journey of investing, to reach their goal of wealth creation.

SMFS is a leading financial consulting firm with expertise in benchmarking and implementing best practices towards transforming individual wealth. They offer customized financial plans taking into account every individual’s needs and goals.  The company works with a mission to make your future secure. Their focus is to offer integrated solutions for all your investment, insurance, loan and financial planning needs. The company assures a hassle-free and pleasant transaction experience.

A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life. SMFS works with you to assess and service your financial goals and recommends steps to take, to help make them a reality.

During a chat with The CEO Magazine about his vision, Mr. Sanjay Mehta – Founder of SMFS said: “Investing is not about putting all your money into the ‘Next Infosys,’ hoping to make a killing. Investing is not a roller coaster ride either where you plunge in an out of hot-tips; if you want financial security and eventually seek to grow your wealth, keep it simple. Always remember timing the market is not essential but time in the market is. The longer you stay invested the lesser the risk is. The first step in the long journey of investing is the willingness to save. Keep in mind that all those who save do not necessarily achieve financial independence.  Only those who invest and make their money work for them, achieve true financial freedom.  Promise yourself, you will start saving today, no matter how small the amount and make the power of compounding work for you.”    

“WE diligently utilise all our resources to help you in your journey to invest smartly, regularly and patiently. We provide end to end financial solutions in a simple yet holistic manner to manage your finances.” Sanjay asserted.

Implementing financial solutions for various clients is a challenge on account of various factors, which SMFS has successfully mastered by adopting a customer centric approach rather than the traditional product centric approach. The company works with tailored customer attention and service. It has an exclusive integrated website along with software and web portals for financial planning, risk profiling, CRM and portfolio reporting. The company is based out of Noida but services clients pan India and even has some clients spread across the globe. Their USP is providing the client with all types of financial products, anything that the client needs.

SMFS delivers comprehensive services to five hundred plus clients. For their financial solution operations in India, SMFS has strategic collaborations with many companies, including ICICI Direct, Karvy and SMC Global; they offer complete investment services including equity, mutual funds, company fixed deposits, bonds, etc. The company offers a wide array of insurance plans to cover your home, car and other needs. SMFS also provides Risk coverage – good options for health and term insurances and facilitates Home and Car loans.

Clients love SMFS for its transparent, efficient and flexible world class services that are personalized to create effective financial solutions that meet present as well as future needs irrespective of whether the investor is an HNI, retail or institutional client.

Future Plans

Keeping in mind the shift towards digital, they are integrating their software with the best mutual funds software available (BSE STAR MF, NSE NMF & MF Utility). They are also working on an app for clients that will allow them to have instant access to all their financial plans and portfolios with the facility to transact on the go.

Awards & Recognitions 

  • Seminars – Sanjay Mehta has conducted multiple seminars with the aim of educating investors and guiding them towards a secure future.
  • Periodical Columns written by the CEO of the firm, Sanjay Mehta, offering financial advice and investment tips have been featured in HT, TOI, Mint, and Hindustan.
  • Stellar Performance Regional Club (UTI Summit 2015-16), Delhi Region (2015-2016)

The Spirit behind the Success 

Sanjay Mehta – Founder & CEO

With over two decades of experience in customer services Sanjay Mehta started his entrepreneurial journey in 2010. He brings with him a rich experience of excellence in customer satisfaction and an in-depth understanding of their needs & expectations in today’s business environment.

A certified Associate Financial Planner in Investment Planning, Tax Planning & Estate PlanningRisk Analysis & Insurance Planning, Retirement Planning & Employee Benefits by Financial Planning Standard Board (FPSB) India, he realizes the need of financial planning for each individual in the society. His goal is to work towards a secure future for all Investors, Associates as well as Employees with a vision to create financial independence.

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