To help people invest in Mutual Funds wisely.
To help our clients grow wealth by investing in responsible, non-speculative investment products.
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,
Read MoreMr. 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.
View full ProfileOur 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.
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.
We have the expertise to guide you and help you invest in the most prudent manner.
Read MoreWe have a tie up with Stock Brokers to offer you share trading services in a cost effective manner.
Read MoreWe can help you invest in Corporate Fixed Deposits and earn Higher interest rates
Read MoreReview your existing Investment portfolio.
Help in identifying the correct asset allocation
Suggest tailor-made Investment Solutions.
Suggest & take corrective measures
Help in setting your financial goals.
Manage your entire portfolio.
Unbiased Fund
selection
Impeccable
service
Timely execution of
Transactions
Close Interaction with
the Fund Managers
Suitable Asset
Allocation
Preference to consistent
performance
Risk
Diversification
Convenience of
Communication