Sanjay Mehta Financial Services

24/12/2025

🔔 Fraud & Impersonation Alert

We have identified a fake Facebook profile impersonating our Founder, Mr. Sanjay Mehta.

Please note:

This profile is NOT associated with Sanjay Mehta or Sanjay Mehta Financial Services (SMFS).

SMFS and Mr. Mehta do not provide investment advice, solicit funds, or request personal/financial details via Facebook or social media DMs.

Any communication from such profiles may constitute impersonation and potential financial fraud.

What you should do
✔️ Ignore the request/message
✔️ Report the profile on Facebook as “Pretending to be someone”

Official SMFS channels

🌐 Website: www.smfs.in
🔵 Facebook: https://www.facebook.com/investsmfs
📸 Instagram: https://www.instagram.com/investsmfs/
✖️ X (Twitter): https://x.com/investsmfs
💼 LinkedIn: https://www.linkedin.com/company/sanjay-mehta-financial-services/
▶️ YouTube: https://www.youtube.com/

Your security and trust are our highest priority.

— Team SMFS

04/07/2025

🚀 Introducing our new podcast series: Compounding Conversations by SMFS

At Sanjay Mehta Financial Services, we believe that while finance can be complex, the people behind the scenes don’t have to be. This series is our attempt to go beyond the numbers and get to know the minds that manage your money.

🎙️ In our first episode, Shrey Mehta sits down with Arun Subrahmanyam, Founder of Ampersand Capital LLP and a veteran with over 35 years of experience in equity research.

From heading research at BofA–Merrill Lynch to launching an award-winning Alternative Investment Fund (AIF), Arun shares his journey, investment philosophy, and what makes AIFs an increasingly relevant asset class for long-term investors.

👉 Watch the full episode here:
https://www.youtube.com/watch?v=d0soLXV0pys

Whether you're an investor, wealth advisor, or just curious about how serious money is managed — this conversation is packed with insights.

🎙️ Welcome to the first episode of Compounding Conversations with SMFS — where we explore the people behind the portfolios.While finance can be complicated,...

06/05/2025

We’re delighted to share that SMFS has been recognized for Best Client Relationship Management and Excellence in High Net Worth Client Advisory at the Inflection Point Ventures Wealth Wise Summit 2025, awarded by a distinguished jury of wealth industry experts - Gautam Gupta (SVP, HSBC), Dr. Deepak Jain (Founder & Director, American Academy of Financial Management) and others.

This recognition is a reflection our clients' trust in us and our continued commitment to delivering personalized, high-quality financial planning.

Thank you for being an integral part of our journey. We look forward to growing and achieving many more milestones together.

Not a part of the SMFS family yet? Get in Touch to experience the excellence for yourself!

16/02/2025

What's up with Mid and Small Caps?

Here's our latest Market Outlook : https://www.smfs.in/post/what-s-up-with-mid-and-small-caps-smfs-actionable-insights-market-outlook-feb-2025

It has been an interesting week. NIFTY Smallcap 100 index went down about 9.4% this week. But before you start panicking, it is important to understand how we got here. Many believe that one fund manager's comments made last weekend about the over valuation and danger in Mid and Small caps has cause...

06/02/2025

Still trying to time the market?

Here's why you don't need to do that : https://www.smfs.in/post/the-risk-of-trying-to-time-the-market

Whenever markets correct sharply (generally unexpectedly), there is always a temptation to try to time the market. The thought is simple - Let me sell my Equity Investments (as markets will go down further) and I will buy them again at lower levels. Simple really. But is it?Not at all. In fact, it c...

05/02/2025

Is the 2025-26 Union Budget the DREAM Budget for Taxpayers?

Find out here :

The Union Budget for 2025-2026 was presented by the Finance Minister on Saturday. After many years, it is a budget that will provide a lot of relief to the middle class. This budget will directly add money in your pocket compared to the previous years, that too without any star marked caveats of exe...

09/01/2025

Happy New Year, Happy New Finances!
Make 2025 the year you finally stick to those money resolutions.

Read our latest blog post for tips on investing smarter, budgeting better, and building the ultimate financial safety net: www.smfs.in/post/happy-2025-financial-resolutions-for-the-new-year

Let’s turn your money goals into realities—together.

Happy New Year to you and your loved ones! May this year be filled with health and wealth and bring you great joy and prosperity.At the beginning of every year, we share with you a list of financial resolutions that you should imbibe and follow. While these resolutions have nothing to do with any sp...

31/12/2024

Here's to new beginnings and endless possibilities! 🌟 Wishing everyone a Happy and Prosperous New Year 2025. May this year bring joy, success, and growth in all areas of life. Let's make it a year to remember! 🎉✨

06/12/2024

Interest rates are likely to go down? FDs are safe? What should senior citizens in India do?

03/12/2024

Will the decline in lending rates have an impact on FDs and other interest rates?

[smfs, investing tips, investment, RBI]

13/11/2024

We at SMFS recently had the pleasure of organizing a tailored Financial Wellness Workshop
for the dedicated team at Orient.

Our session kicked off with a 45-minute intensive workshop on Mapping Your Financial
Journey and Managing Personal Finances. Participant’s engagement brought the session
to life, allowing us to shape discussions around individual needs and address real-world
financial concerns. From setting personal financial goals to learning effective saving and
investment strategies, the workshop aimed to equip each attendee with practical tools for
building a secure financial future.

At SMFS, we firmly believe that financial literacy is a cornerstone of empowerment and
long-term security. Our mission is to foster financial well-being by sharing actionable
insights that empower employees to make confident, well-informed financial decisions.

We are excited to continue partnering with organizations like Orient Bell to champion
financial wellness and look forward to hosting more such interactive and impactful sessions
in the future!