Shrey Mehta (Sanjay Mehta Financial Services) – BS Best Performing Companies 2020

Leading The Way Towards a Secure Future

Who can deny the perennial need for financial planning? Everyone requires a blueprint for their future to achieve their goals and lead a life free of financial struggles. Financial planning is the process of identifying your financial goals and achieving them with a clear, focused and customized game plan.

To help you with the financial planning process and systematically guide you through your investment journey, Sanjay Mehta Financial Services (SMFS) offers tailor-made solutions and services for all your needs.

SMFS is a financial consulting company with the mission to make your future secure. The company simplifies the art of investing and its vision is to enable everyone to achieve financial independence. Their focus is to offer integrated solutions for all your investment, insurance, loan and real estate needs.

Driving & Shaping the Journey

Founded in 2010, Sanjay Mehta Financial Services is led by Sanjay Mehta (Founder & CEO) and Shrey Mehta (Associate Director) both of whom embody the core value of SMFS – personalized swift customer service.

Almost a decade later, the company is one of the leading consulting companies in the country offering integrated solutions for all clients’ financial needs.

SMFS started with mutual fund advisory as its sole business. From this, SMFS expanded into holistic investment solutions and added more financial products like fixed deposits, bonds, shares etc. Keeping up to date with customer needs and further adding value, SMFS ventured into providing health, term and car insurance. Recent additions include real estate consulting and loan advisory; making it a One Stop Shop for all financial needs. With End to End integrated financial services , SMFS continues to add new and relevant products and services to its bouquet of offerings to keep pace with the changing business environment.

SMFS’ strength has been to transform their services according to customer needs and an example of this was the digital transformation of all their operations in 2017. This digital makeover involved launching a dedicated web portal, mobile apps and a complete overhaul of the operational processes. These technological leaps have made SMFS one of the first few companies to make all transactions completely paperless.

Across SMFS’ decade long journey, the AUM has grown from its modest beginnings to over 100 Cr at present. The company enjoys growth which is entirely organic through word of mouth and referrals from happy clients. It is, indeed, a testament to their exceptional customer service and the trust clients place in them.

Leadership behind Unparalleled Success

Mr. Sanjay Mehta has experience of more than two decades in customer services. He is a certified Associate Financial Planner in Investment Planning, Tax and Estate Planning, Risk Analysis and Insurance Planning, Retirement Planning and Employee Benefits by Financial Planning Standard Board, India.

Mr. Shrey Mehta is an alumnus of IIM Raipur and VIT, Vellore and a certified Associate Financial Planner. In the past, he has worked with Wipro on multiple technology projects in the domain of cloud computing. With Dabur he worked on improving their distribution network. He handled media marketing at Hindustan Times. He has also worked with multiple start-ups, helping them with their financial and go-to-market strategies. His background and professional experience deftly merge technology and business, placing him in prime position to tackle investing and financial planning.

Stellar Recognition

  • ‘25 Fastest Growing Financial Consulting Companies in India’ in 2017 – the CEO Magazine
  • Exceptional Leadership Award by BSE Star MF in 2019
  • Featured as a Financial Expert on The Money Show on ET Now and Radio One
  • Featured in various national newspapers such as Hindustan Times, Times of India, Hindustan and Mint as a Financial Guru on various topics like Mutual Funds, Financial Planning, Retirement Planning, etc.
  • ‘Stellar Performance Regional Club’ at UTI Summit 2015-16
  • ‘Highest Perpetual SIPs in the New Delhi and Rajasthan Cluster’ in 2017 – Franklin Templeton
  • ‘Stellar Performance in Fixed Deposits’ – PNB Housing in 2018

Future Landscape

With assets exceeding 100 crores and over 750 happy clients, the company is heading towards the next milestone of increasing their client base as well as their AUM to 200 Cr over the next 3 years.

SMFS has already started working towards another goal – conducting educational workshops for corporations across the country. These workshops cover the basics of financial planning and asset allocation and focus on the importance of health and term insurance. With these workshops SMFS aims to educate investors and bust some common myths associated with investing.

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