WELCOME TO SM Financial Services
A reputed name for comprehensive financial and product distribution services.
We as SM Financial Services incorporated in the year 2009 and at present having over 700 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Assisting clients in fulfilling their needs.
Our Team
| Management: | |
 |
Mr. Sayan Mukherjee |
| Mr. Sayan Mukherjee is the Chief Advisor for the Firm. He has over 18 years of rich experience in the financial services industry. He is known for his deep understanding of the distribution practices and its challenges. | |
 |
Mr. Debraj Saha |
| Mr. Debraj Saha is the Relationship Manager, having an experience over 8 years in the financial services industry. He is responsible for investment advisory and portfolio management. | |
 |
Mr. Surojit Chatterjee |
| Mr. Surojit Chatterjee is the Sales Executive, having over 6 years in the financial services industry. He is responsible for investment advisory and services. | |
