FinFix® vs SMFS Wealth

FinFix® Research and Analytics Private Limited, a SEBI-registered Investment Advisor, brings a transparent, client-centric, and rigorously research-driven approach to investment management—ensuring every decision is aligned with your financial goals.

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.