Shrey Mehta

Sanjay Mehta Financial Services•Gautam Buddha Nagar,UP

B 1201, ATS Bouquet, Sector 132, NOIDA,

Gautam Buddha Nagar, UP, 201303

B 1201, ATS Bouquet, Sector 132, NOIDA, Gautam Buddha Nagar, UP, 201303

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About

I am an alumnus of IIM and VIT. I am a Certified Financial Planner (CFP) and have been practicing for almost 10 years now. SMFS is a financial consulting company with the mission to lead you Towards a Secure Future. We Simplify the Art of Investing and our vision is to enable everyone to achieve financial independence. We have an experience of more than 15 years and are currently managing about 400 Crores in AUM and serving more than 1500 families. Shrey Mehta has been featured as a financial expert on Radio One 93.4 FM and in The Hindu. His diverse professional background includes roles in leading IT, FMCG, and media companies, as well as several startups, giving him a comprehensive understanding of client needs. Shrey’s unique blend of expertise in technology and business enables him to effectively address investing and financial planning challenges, delivering tailored solutions to his clients.

Practice at a glance

Years of Experience

1500

Families Served

₹400

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-273947

APMI Registered PMS Distributor

APRN-00991

SIF Distributor (AMFI)

ARN-273947

Education

Formal Education

BTech – Bachelor of Technology, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Home Loans

Loan Against Securities

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Shrey Mehta.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review

Loan & EMI Review