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Company Profile

The Samriddhi story

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, who are taking care of various responsibilities in our growing organisation.Samriddhi has become a name to reckon with, in the Investment Advisory domain. Focussing on the miniscule things that matter and deserve attention, to draw the bigger picture for our clients prosperity.

Currently, we manage ₹125 crores of Assets in Mutual Funds. Our clients include:

Samriddhi has been recognised as a preferred distributor by all Mutual Fund companies and has won various awards and accolades

Our next target is to consolidate relations with 2000+ clients and manage 500 Crores of AUM by the year 2025.Our existing customers shall contribute largely to re-affirm and grow this faith and ambition

Automated. Intuitive.Easy Breezy.

Our new app. Comes with an assurance to make your money work hard. Leaving you with hardly any worry. Designed to clearly and easily help you navigate the financial highway on your fingertips.

SAMRIDDHI INVESTMENT SERVICES PVT. LTD.

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