SMFS Wealth
Finance
Free · Designed for iPad. Not verified for macOS.
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.
Ratings & Reviews
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Security enhancement
The developer, Advantage Fintech Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Advantage Fintech Private Limited
- Size
- 32 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2024 Advantage Fintech