About SMS Financial Services
SMS Financial Services is a Technology company based in Mumbai (India) founded in 2000. It offers stock trading, mutual funds, IPO news, and financial market tools. It operates on a B2C and B2B model. Its Indian entity Sms Financial Services Private Limited reported revenue of ₹4.60 Cr. SMS Financial Services offers products and services including Equity Trading Platform, Mutual Fund Schemes, and IPO News Service. Its focus areas include FinTech, Investment Tech, Mutual Funds and Financial Databases. Its competitors include Prudent, Reliance Capital, Synechron, Equentis Wealth Advisory Services and Auctus Advisors and 2 more; 2 of its 7 listed competitors have raised funding.
Company details
SMS Financial Services Pvt. Ltd is a financial services company operating in India, providing platforms for equity trading, mutual funds, IPO information, and market analysis. It facilitates access to stock quotes, news updates, and investment tools through its website. The company serves individual investors and corporate clients, adhering to SEBI regulations for secure transactions and data management, while focusing on real-time market trends and regulatory compliance.
- Headquarters Mumbai, India
- SectorsTechnology
- Website smsfinancial.com
- Legal Name Sms Financial Services Private Limited
- Date of Incorporation 24 May, 2000
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹4.60 Cr
FY 2025 · -52% YoY
- Net Profit₹93.1 Lakh
FY 2025 · 20% margin
- EBITDA₹1.29 Cr
FY 2025 · 28% margin
Associated legal entities of SMS Financial Services
SMS Financial Services operates through Sms Financial Services Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Sms Financial Services Private Limited CIN U65990MH2000PTC126730 | Active | 24 May 2000 | Mumbai, Maharashtra | ₹4.6 Cr | – | 4 | View details |
Products & Services of SMS Financial Services
SMS Financial Services offers a comprehensive portfolio of products and services, including Equity Trading Platform, Mutual Fund Schemes, and IPO News Service.
Platform for real-time buying and selling of stocks.
Tools for managing and investing in mutual fund options.
Service providing updates on initial public offerings.
Board of directors of Sms Financial Services Private Limited (SMS Financial Services)
Sms Financial Services Private Limited is the primary company behind SMS Financial Services. The board of Sms Financial Services Private Limited currently have 4 directors; the longest-serving is Suchitra Ganesh Shanbhag, appointed in 2000. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Suchitra Ganesh Shanbhag DIN 00523006 | Director | 24 May 2000 | 26 yrs 4 mo | Sms Financial Services Private Limited |
| Shivani Ganesh Shanbhag DIN 09007557 | Director | 24 Dec 2020 | 5 yrs 9 mo | Sms Financial Services Private Limited |
| Ganesh Shridhar Shanbhag DIN 00522952 | Managing Director | 25 Jun 2021 | 5 yrs 3 mo | Sms Financial Services Private Limited |
| Rishabh Ganesh Shanbhag DIN 11251248 | Director | 21 Aug 2025 | 1 yr 1 mo | Sms Financial Services Private Limited |
Financials of SMS Financial Services
Figures of Sms Financial Services Private Limited, the primary company behind SMS Financial Services, for FY 2025. Revenue was ₹4.60 Cr (-52% year on year). Net profit was ₹93.1 Lakh (20% margin). EBITDA was ₹1.29 Cr (28% margin). Revenue has grown at a compounded annual rate of -45% over three years and -4% over five years.
- ₹4.60 CrRevenue · FY 2025 · -52% YoY
- ₹93.1 LakhNet profit · 20% margin
- ₹1.29 CrEBITDA · 28% margin
- ₹50 LakhPaid-up capital
- -45%Revenue CAGR, 3 years
- -4%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Sms Financial Services Private Limited are on its company page.
Detailed financial statements for SMS Financial Services
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Competitors of SMS Financial Services
SMS Financial Services has 7 listed competitors in our database, 2 of them funded. They include Prudent, Reliance Capital, Synechron, Equentis Wealth Advisory Services and Auctus Advisors, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| prudentcorporate.com | 2000 | Ahmedabad, India | $138,131 | 677 | Provider of financial products and investment services | |
| reliancecapital.co.in | 1986 | Mumbai, India | – | 18,360 | Financial services including loans, insurance, and asset management are provided. | |
| synechron.com | 2001 | New York, United States | – | – | Synechron is recognized as a global technology and AI consulting firm. | |
| equentis.com | 2015 | Mumbai, India | $10.59M | 1,602 | Investment advisory and research platform | |
| auctusadvisors.in | 2010 | Mumbai, India | – | 155 | Strategic consulting and advisory services for management decisions are provided. | |
| kotakmf.com | 1985 | Mumbai, India | – | 715 | Financial advisory services are offered by Kotak Mutual Fund. | |
| thedigitalfifth.com | 2017 | Mumbai, India | – | 22 | Provides strategy consulting, digital advisory, and training for banking and financial services industry. |
Detailed competitors of SMS Financial Services
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of SMS Financial Services
The website of SMS Financial Services (smsfinancial.com) receives about 1.9K visits a month.
- Monthly visits1.9K
▲ 51.7% vs previous month
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as SMS Financial Services (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about SMS Financial Services
SMS Financial Services was founded in 2000.
SMS Financial Services is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind SMS Financial Services, Sms Financial Services Private Limited, reported revenue of ₹4.60 Cr for FY 2025, down 52% year on year.
SMS Financial Services Pvt. Ltd is a financial services company operating in India, providing platforms for equity trading, mutual funds, IPO information, and market analysis. It facilitates access to stock quotes, news updates, and investment tools through its website. The company serves individual investors and corporate clients, adhering to SEBI regulations for secure transactions and data management, while focusing on real-time market trends and regulatory compliance.
SMS Financial Services's top competitors include Prudent, Reliance Capital and Equentis Wealth Advisory Services.
SMS Financial Services offers Equity Trading Platform, Mutual Fund Schemes, and IPO News Service.
SMS Financial Services operates through Sms Financial Services Private Limited.
The legal entities of SMS Financial Services currently have 4 directors, including Shivani Ganesh Shanbhag, Suchitra Ganesh Shanbhag, Ganesh Shridhar Shanbhag and others.