SMFS Wealth

SMFS Wealth is Sanjay Mehta Financial Services’ signature wealth-management app — designed to simplify the art of investing for modern, sophisticated HNI, Ultra-HNI investors.

With SMFS Wealth, you can seamlessly consolidate and manage your family’s entire multi-asset portfolio on a single, intuitive platform. Track and organise all your investments across Mutual Funds, SIFs, PMS, AIFs, FDs, Bonds and more — with powerful, comprehensive reporting at your fingertips.

Key Features

Unified Portfolio View: Bring together all your investments — across asset classes and across family members — in one place.

Advanced Analytics: Get in-depth insights on asset allocation, XIRR performance, and portfolio trends to make better decisions.

Goal Planning: Create financial goals, allocate investments, and monitor progress with clarity.

Risk Profiling: The built-in risk assessment ensures your portfolio stays aligned with your true risk appetite.

Insurance Dashboard: Track all your Health & Term Insurance policies with smart renewal reminders so you never miss a deadline.

Mutual Fund Transactions: Execute all MF transactions effortlessly — lump sums, SIPs, STPs, SWPs, redemptions, and more.

Family Consolidation: View, manage, and analyse investments for your entire household with ease.

SMFS Wealth delivers a premium, comprehensive, and intelligent wealth-management experience — crafted to help you build, grow, and secure your wealth with confidence.

Visit www.smfs.in for more details.