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Mission

To help people invest in Mutual Funds wisely.

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Vision

To help our clients grow wealth by investing in responsible, non-speculative investment products.

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Core Values

  • Honesty & Integrity
  • Superior Client Service
  • Building Long - Term Relationships
  • Commitment to our clients & employees
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Company Profile

Samriddhi means Prosperity

An apt metaphor for success. There couldn’t have been a better name for us being in the Financial Services industry

Our roots grew in the year 2006,when Samriddhi was started by our Founder Koonal Jain. This was a periodwhen Mutual Funds demand was seeing an uptakein India. A modest beginning saw us germinate a dream, starting operationswith a small office in Dalhousie area of Kolkata, with just 1 employee

In the first year of our operations we were successful in growing our base to30 clients, garnering an Asset Under Management of 2.75 crores. Today we cater to 1000+ clients with an AUM of 125 crores across the globe, consolidated by the service assurance of 10 dedicated team members,

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Director's Profile

Koonal Jain

Mr. Koonal Jain, the founder of the Company, has more than two decades of experience in the financial services sector. He has worked with associates of Banks, Financial Services Distribution Company & Insurance companies in the past.

Koonal has received various awards for his entrepreneurship. He has been associated with the Company since its inception as promoter. He is responsible for the overall working of the Company and is instrumental in making strategic decisions for the Company. His expertise lies in Relationship Management.

Koonal has been featured in print & electronic media on various occasions.

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Our Services

Our expertise lies in providing end-to-end services in Wealth Management. We believe in designing a customised solution for all our clients. For us, designing the financial strategy of each client, is as unique as his finger print

At Samriddhi, we believe managing your wealth is more than just managing money. It is about managing youraptitude, attitude andbehaviour towards money. We navigate your decisions towards a prosperous pinnacle.

Ease on the crease

We sit with you and understand your cash flow, existing investments, risk appetite, asset allocation and then design a customised Investment plan. Easing out the worry lines that might crease your forehead. Helping you step forward and own your prosperity with the convenience you deserve.

It’s Your Money. Own it.

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Mutual Funds

We have the expertise to guide you and help you invest in the most prudent manner.

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Shares

We have a tie up with Stock Brokers to offer you share trading services in a cost effective manner.

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Life Insurance

We can design customised Life Insurance solutions for your entire family

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Fixed Deposits

We can help you invest in Corporate Fixed Deposits and earn Higher interest rates

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What we can do for you

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Review your existing Investment portfolio.

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Help in identifying the correct asset allocation

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Suggest tailor-made Investment Solutions.

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Suggest & take corrective measures

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Help in setting your financial goals.

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Manage your entire portfolio.

Why Us?

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Unbiased Fund
selection

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Impeccable
service

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Timely execution of
Transactions

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Close Interaction with
the Fund Managers

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Suitable Asset
Allocation

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Preference to consistent
performance

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Risk
Diversification

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Convenience of
Communication

Testimonials

“ SAMRIDDHI….as the name suggests are the partners for the prosperity. The team, I must say is very detailed oriented, methodical and knowledgeable. The key man, Koonal is quite a sorted one and his advice is unbiased. His expertise and attention to detail with which he has handled our financial affairs could not be faulted. He makes me feel secure and his continous advice on financial planning issues has saved us significant amounts of money. I have no hesitation in recommending him for any financial planning and wealth management related activity”

Sanjeev Daruka

– RE-Quest BuildwellPvt. Ltd

“ Why I endorse Kunal and services of his company Samriddhi Investments Services Pvt ltd. • Honest • Reliable • Punctual • Courteous • Informative and well informed of the products • Personalized service I could carry on but I believe the above is enough to make anybody trust their hard earned money with Samriddhi ; and that’s what precisely I have done. Thank you Kunal for meeting me that one day last year which really helped me start planning my finances ; I value your help in streamlining my funds and ofcourse the monthly reports that your office sends makes it so much more easier . Wish you all the best – for that’s what you deserve.”

Alifiya Calcuttawala

– The Wanderers

“ Testimonial for Samriddhi Investment Services Pvt Ltd - Mr Koonal Jain I had some mutual funds in my brother name which was in a really bad state , I contacted Koonal to align the same , Koonal not only assigned a dedicated person to align the same but also monitored the same personally ,my Brother stays in Toronto Canada He personally send all the documents & got it signed. Had it been anybody else in his place this matter would have not been solved with so ease. I am really humbled by his gesture & would definitely recommend him to my network Wishing him & his team all the best for future ”

Avinash Sethi

– Sethi Writing Company

SAMRIDDHI INVESTMENT SERVICES PVT. LTD.

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