m1finserv brings mutual funds, insurance and wealth advisory together under one roof — the same people you've trusted for years, under a name built for what's next.
From your first SIP to your family's protection to planning for retirement — pick one service or let us build the full picture together.
SIP and lump-sum investing across equity, debt and hybrid funds, matched to your goals and time horizon.
Learn more →Whole-life and endowment plans that build a safety net and a savings corpus at the same time.
Learn more →Pure, high-cover protection for your family at the lowest possible premium — no frills, just cover.
Learn more →Individual and family floater plans that keep hospital bills from becoming financial emergencies.
Learn more →Motor, home and asset protection cover, sorted and renewed without you having to chase anyone.
Learn more →One advisor, one plan — portfolio, tax, retirement and estate planning reviewed together, not in silos.
Learn more →We started as SM Investments India, a small advisory desk built on one idea: give people straight financial advice, not sales pitches. Everything we learned in those years — the relationships, the discipline, the licences — carried straight into m1finserv.
Read our full history →"We didn't rename the company to look modern. We renamed it because our clients had outgrown a single desk of investment advice — they needed insurance and wealth planning from the same people they already trusted."
— Sunil Mehta Founder & Pushp Mehta Managing Director
A free, no-obligation conversation — bring your questions, we'll bring the plan.
Book a free consultationJump to any service below, or read top to bottom — everything is designed to work together.
SIP and lump-sum investing across equity, debt, hybrid and index funds — picked and reviewed against your actual goals, not last quarter's top performer.
Whole-life, endowment and ULIP plans that combine protection with disciplined, long-term savings — for goals that are decades away.
Pure protection — the highest cover for the lowest premium, with no investment component. If something happens to you, your family isn't left figuring out money on top of everything else.
Individual and family floater health plans, plus top-up and critical illness cover — chosen so a hospital bill never becomes a financial crisis.
Motor, home and other asset insurance — policy selection, comparison and renewal handled for you, so nothing lapses by accident.
A single advisor looking across your investments, insurance, taxes, retirement and estate plan together — instead of five people who never talk to each other.
m1finserv is not a startup. It's what SM Investments India became once we grew from one service into six — same licences, same team, same promise, new name.
[EDIT: This timeline is a template with placeholder years and stories. Replace every entry below with your firm's real milestones — founding year, first office, key licences, client milestones, the rebrand, and where you are today.]
Founded as a small investment advisory desk, offering straightforward guidance on savings and the first wave of Indian mutual funds to local families and small businesses.
Added life insurance to our offering, becoming a licensed intermediary and giving existing investment clients a way to protect their families under the same roof.
Expanded into health and general insurance as client families asked for one place to handle every policy renewal, not five different agents.
Crossed a milestone in the number of families we serve, and opened [EDIT: a second office / new city].
As the business grew well beyond investments alone — into insurance and full wealth management — the name SM Investments India no longer described what we did. We renamed the firm m1finserv to reflect who we'd become, while keeping every licence, relationship and promise from the years before.
m1finserv now offers mutual funds, life, term, health and general insurance, and full wealth management advisory — built for clients who want one trusted team instead of five separate agents.
We recommend what fits your goal first, and figure out which fund or policy fits that — never the other way round.
The advisor who set up your SIP is the same person who reviews your insurance cover next year.
AMFI-registered mutual fund distributor, IRDAI-licensed insurance intermediary — every recommendation is traceable and compliant.
Three decades in, we're still measured by client renewals, not new-client acquisition.
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AMFI-registered Mutual Fund Distributor — ARN:339562
IRDAI Certified