SMS Finance | Our Story

Know Us

Our Story & Journey

Welcome to SMS Financial Services, where we are dedicated to empowering your financial journey and igniting future possibilities.

Established in 2002 at Mythri Complex, Udupi, within a modest 125 sq. ft. space and led by a dynamic duo, SMS Financial Services embarked on a mission to deliver unparalleled financial services. Initially specializing in loans, insurance, mutual funds, and investments, we proudly initiated our voyage as the exclusive Direct Marketing Associates (DMA) for ICICI until 2009.

The challenges posed by global recessions prompted us to broaden our horizons, establishing partnerships with various banks and NBFC franchises. Today, with an impressive portfolio of over 40 banks/NBFC tie-ups as DMA, we have evolved into a reputable and forward-thinking financial consultancy firm.

At SMS Financial Services, we take pride in our proven track record of offering expert financial advice and customized solutions to a diverse clientele. Our team of seasoned professionals is committed to guiding individuals and businesses in achieving their financial goals.

SMS Financial Services

Vision

At SMS Financial Services, our vision is to be the beacon of financial empowerment, charting the course for a future where every individual and business achieves unparalleled success”.

Mission

At SMS Financial Services, our mission is to be the catalyst for financial empowerment and prosperity, driven by our unwavering commitment to excellence”.

Aim

At SMS Financial Services, we aim to serve as a transformative force in the financial landscape, driven by a steadfast commitment to excellence, ethics, and expertise.

Values

Empowerment

At SMS Financial Services, our vision is to be the beacon of financial empowerment, charting the course for a future where every individual and business achieves unparalleled success.

Excellence

We are dedicated to excellence in service, paving the way for business success by consistently delivering the highest standards of quality and professionalism.

Innovation

We strive to elevate businesses and build assets for limitless growth through innovative and customized financial solutions.

Ethics

Our commitment to ethical business practices is unwavering. We conduct ourselves with integrity, transparency, and honesty in all our interactions.

Expertise

With a team of seasoned professionals, we bring a wealth of expertise to guide individuals and businesses in achieving their financial goals.

Tailor-Made Solutions

Crafting tailor-made solutions is at the core of our approach. We understand and address the unique needs of our clients with personalized financial strategies.

Forward-Thinking

As a forward-thinking financial consultancy firm, we embrace change and continuously adapt to evolving market dynamics to provide cutting-edge solutions.

Partnership

We view our clients as partners on the path to financial success. Our commitment to their prosperity is at the heart of everything we do.

Dedication

Our dedication to the financial well-being of our clients is reflected in our proven track record of delivering expert advice and customized solutions.

Visionary

As we chart the course for the future, we remain visionary, aspiring to be the beacon of financial empowerment for every individual and business.

Testimonials

Raghav

" SMS Financal Services provided exceptional service from start to finish. Their professionalism and attention to detail surpassed my expectations. I wouldn't hesitate to recommend them to anyone seeking top-notch service."

Priya

" Knowledgeable and responsive team delivered results beyond expectations. Transparent and committed to customer satisfaction, they come highly recommended. "

Vivek

" SMS Financal Services dedication to customer satisfaction was impressive. From their friendly staff to efficient service, every aspect was positive. Confidently recommend SMS Financial Seevices Company to others. "

Vinay

" Expertise and professionalism were outstanding. With enthusiasm and skill, they delivered impeccable results. Thoroughly satisfied and would gladly work with them again. "

Our Story