SMFS Wealth
10+
Downloads
Everyone
info
About this app
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.
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.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
Data can’t be deleted
Committed to follow the Play Families Policy
What’s new
SMFS Wealth brings premium, simplified investing to your fingertips — helping you build and manage your wealth with confidence.
App support
About the developer
SANJAY MEHTA FINANCIAL SERVICES PRIVATE LIMITED
operations@smfs.in
B 1201, Ats Bouquet, Sector-132, Maharishi Nagar, Gautam Buddha Nagar
Noida, Uttar Pradesh 201304
India
+91 70241 20099