Description
SMFS Wealth is Sanjay Mehta Financial Services’ signature app for seamless, comprehensive wealth management.
Consolidate your family’s entire multi-asset portfolio in one place — including Mutual Funds, SIFs, PMS, AIFs, FDs, Bonds, and more. Get clear insights on asset allocation, XIRR, and overall performance with intuitive, powerful reports.
Key Highlights:
• Unified Portfolio View across all assets and family members
• Goal Tracking with smart allocation and progress insights
• Risk Profiling to ensure portfolio–risk alignment
• Insurance Tracking with timely renewal reminders
• Effortless MF Transactions — SIP, lump sum, STP, SWP, redemptions, and more
SMFS Wealth brings premium, simplified investing to your fingertips — helping you build and manage your wealth with confidence.
Visit www.smfs.in for more details.