SMFS Wealth

SMFS Wealth is Sanjay Mehta Financial Services’ signature app for seamless, comprehensive wealth management.

Consolidate your family’s entire multi-asset portfolio in one place — including Mutual Funds, SIFs, PMS, AIFs, FDs, Bonds, and more. Get clear insights on asset allocation, XIRR, and overall performance with intuitive, powerful reports.

Key Highlights: • Unified Portfolio View across all assets and family members • Goal Tracking with smart allocation and progress insights • Risk Profiling to ensure portfolio–risk alignment • Insurance Tracking with timely renewal reminders • Effortless MF Transactions — SIP, lump sum, STP, SWP, redemptions, and more

SMFS Wealth brings premium, simplified investing to your fingertips — helping you build and manage your wealth with confidence.

Visit www.smfs.in for more details.