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 @ipventures_in Wealth Wise Summit 2025, awarded by a distinguished jury of wealth industry experts
🔔 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).
Just wanted to share some good news — we were quoted in Mint, the leading financial newspaper as experts on Specialized Investment Funds (SIFs).
We are among the very few (0.5%) who are certified to deal in SIFs and recognized as experts as well.
https://t.co/CMHU9kjFfT
🚀 Introducing our new podcast series: Compounding Conversations by SMFS
🎥 Watch here: https://t.co/lGOmHlkq8W
At SMFS, we believe that while finance can be complex, the people behind the scenes don’t have to be.
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.
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.
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 @ipventures_in Wealth Wise Summit 2025, awarded by a distinguished jury of wealth industry experts
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! 🎉✨
#SMFS#HappyNewYear#NewBeginnings#2025Goals#Prosperity
Markets may fluctuate, but one thing remains true: they always revert to the mean over time. 📉📈 Stay informed, stay calm, and invest wisely.
#SMFS#MoneyMatters#MarketTrends#InvestmentTips
Merry and Prosperous Christmas from all of us at SMFS! 🎄✨ May this season bring joy to your hearts and growth to your investments. 🌟 Let's make 2025 a year of financial success together! 🎁
#SMFS#MerryChristmas#Prosperity#FestiveSeason