SMFS Pro vs SMFS Wealth

SMFS Pro is the client app of Sanjay Mehta Financial Services Private Limited, an AMFI-registered Mutual Fund Distributor. SMFS is a boutique investment services firm based in Noida. Founded in 2010, we look after than 1,500 families. Your goals and your time horizon come first, then asset allocation. That, not fund or stock picking, is what shapes investment outcomes over twenty years. The rest of the work is behavioural, helping you ignore the noise and stay with a decision long enough for it to do its job. WHAT THE APP DOES View your consolidated portfolio in one place, across the mutual funds and other holdings you have invested in through us. Track valuations, transactions and returns. Place mutual fund transactions, routed through the BSE StAR MF platform. Access your statements and reports. WHO IT IS FOR SMFS Pro is for existing SMFS clients. If you are not a client and would like to speak to us, write to invest@smfs.in SUPPORT invest@smfs.in www.smfs.in Simplifying the Art of Investing. Sanjay Mehta Financial Services Private Limited ARN-273947 | AMFI-registered Mutual Fund Distributor APMI-registered PMS Distributor | APRN-00991 All registrations: https://www.smfs.in/disclosure Investments made through SMFS are in the Regular Plan, which involves payment of commission to us by the Asset Management Company. Commission rates are disclosed at https://www.smfs.in/disclosure Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.

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.