SMFS Wealth

By Advantage Fintech Private Limited on AppTrack Ninja.

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…

Categories: Finance

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