Our Services

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.

Mutual Funds

Be it Lump sum investments, systematic investments, short term investments, long term investments, or Tax Saving investments, we have the expertise to guide you and help you invest in the most prudent manner.

Shares

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

Life Insurance

We can design customised Life Insurance solutions for your entire family.

General Insurance

To cover your assets or, yourself against unforeseen incidents, we help you take the right General Insurance for your business and self.

Bonds

We help you invest in buying bonds from Primary as well as Secondary markets at the best available rates.

Fixed Deposits

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

Gold

We can help you invest in the most desired asset class of our country by way of Bonds, ETF & Funds.

Real Estate

We can help you buy / sell / rent Real Estate across the country.