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Our 
Services

01

Financial Planning

Financial planning is a step by step process to meet your life goals. It is the most important building block on your journey towards a secure future. SMFS’ vision is to create financial independence for everyone in India and Financial Planning is the most important step in that direction.

02

Education Planning

We at SMFS, have successfully guided a lot of our clients to their goal of providing the best education for their children. We can help make an education plan that suits your family’s so that you will be ready for the next stage of your child’s life. It is important to begin investing early to reduce the funds required by taking advantage of the power of compounding over time.

03

Estate planning

Estate planning is the process of planning the transfer of one’s asset’s after their demise.

Estate planning includes the ownership succession plan for all your assets – mutual funds, stocks, bond and other financial instruments, property, gold, jewellery and other valuables.

04

Tax Planning

We at SMFS can help you in understanding your income and your taxes. We help you take advantage of all available tax exemptions so that you reduce your taxable income. We even have tie-ups with the best CAs who can help you file your Income Tax Returns. We make sure that all your investments are made in the most tax efficient financial instruments that are suited for your goals.

05

Retirement Planning

Towards a Secure Future is the SMFS motto for a reason. We believe retirement planning is possibly the most essential element of financial planning and we make sure that we secure the retirement of all our clients.

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