Our Team
Sanjay Mehta
Founder
Sanjay has over 3 decades of experience in customer service. He has a legacy of excellence in customer satisfaction & an in-depth understanding of their needs & expectations in today’s business environment.
He is a certified Associate Financial Planner in Investment Planning, Tax Planning & Estate Planning, Risk Analysis & Insurance Planning, Retirement Planning & Employee Benefits by Financial Planning Standard Board (FPSB) India.
He has been featured as a financial expert on live television in The Money Show on ET Now as well as on Radio One 94.3 FM. Last year, he was awarded a leadership award by BSE Star MF. He regularly writes financial advice columns and articles related to personal finance for Hindustan Times, Mint and Times of India.
Shrey is a CERTIFIED FINANCIAL PLANNERCM. An alumnus of IIM, Raipur and VIT, Vellore, he has been featured as a financial expert on Radio One 93.4 FM and in The Hindu.
Before joining SMFS, Shrey has worked with Wipro, Dabur, and Hindustan Times as well as a few start-ups allowing him to have in-depth understanding of client needs. His background and professional experience deftly merge technology and business, placing him in prime position to tackle investing and financial planning.
Shrey Mehta
Director
Manager Operations
Saddam Hussain
Hussain is an alumnus of LNMU, Darbhanga and ICA, Darbhanga. He is presently preparing for an MBA in Finance & Banking. Hussain is the epitome of excellent customer service. His remarkable knack for handling customer queries and problem solving makes him fantastic at his work. Hussain is laureled by each and every SMFS client!
Client Success Manager
Karishma Narvani
Karishma is an M Com. graduate from Rajasthan University. She aims to do an MBA in Finance & Banking.
Having worked with leading financial services companies in Jaipur, Karishma brings with her a rich experience of client servicing and operations. She also has experience in Social Media Marketing.
Operations Executive
Shabana Khatoon
Shabana is an alumnus of LNMU Darbhanga with a background in finance. She is a diligent and highly dedicated worker who excels at all her tasks. Renowned for her organization skills, she is a real asset in the team.
Operations Executive
Amit Kumar
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Amit is a BSc. graduate from C. S.J.M Kanpur University. He has a zeal for learning and is preparing for various NISM certifications. Always full of energy, Amit has a go getter attitude in handling all operations related tasks.
Operations Executive
Lalit Kanojia
Lalit is an alumnus of Pink City Law College, Jaipur and a Graduate from Delhi University. He has been a part of SMFS for many years, having left to study further, he completed his course and rejoined the team. Lalit handles all operations related tasks in an extremely earnest and attentive manner.
Operations Executive
Varun Kaushik
Varun is currently pursuing B.A from CCS University Meerut. He is hardworking and full of energy. Having worked in a top restaurant chain he has a great approach towards our clients. Young and always willing to learn, Varun has a great career ahead of him.
Office Assistant
Ranjeet Rav
Ranjeet is a hardworking, dedicated and capable task master. He handles a wide variety of work, ranging from field work to managing the office. A great team player who excels in executing all the tasks assigned to him.
Office Assistant
Imran Khan
Imran is a diligent and extremely committed to his work. He is the newest addition to the SMFS family and is already a hit with clients.