Welcome to Samriddhi Capitals
Empowering your financial future through well informed decisions
About Us
Our Vision.
Becoming a catalyst for clients’ long-term prosperity by providing innovative strategies and personalized advice
Our Services.
Financial planning
- Comprehensive Financial Planning
- Retirement planning
- Insurance planning
- Asset allocation planning
- Debt counselling
- Budget and spent analysis
Advisory services
- Model investment portfolio – Smallcase
- Equity
- Derivatives
- Commodities
- Forex
- Investment portfolio review
- Investment strategy optimization
Our Approach.
Financial planning
Our customized approach towards financial planning includes assessing clients requirement, identifying and prioritizing financial goals, estimating financial goals, conducting risk profiling, aligning resources and optimizing outcome
Advisory Services
We believes in sustainably creating wealth for clients with continued focus on high conviction investment strategies including momentum investing and growth investing, which are always managed in the best interest of our clients.
SEBI registered
We are SEBI Registered Investment Advisor
Registration No. INA000015002
Key Features
- Financial plans drawn with close interaction with clients by understanding their needs and priorities
- Handhold client during their financial journey
- Advisory services aligned to your risk profile and objectives
- Capital preservation is always our top priority while making best use of it
- No execution services. Clients retain full control over their money and assets
Services Snapshot
Financial Planning
Financial planning encompasses a comprehensive approach to managing one’s finances and achieving specific financial goals. Our offering includes Comprehensive financial planning, Retirement planning, Insurance planning, Asset allocation planning and Debt counselling services.
We take pride in our ability to customize our approach to suit your specific requirements. We closely with you, offering tailored solutions that address your unique circumstances and aspirations.
Advisory Services
As a SEBI registered investment advisor, we offer advisory services only after assessing clients’ risk profile and ensuring suitability of advisory to client on various financial instruments.
We believe in a disciplined approach in trading as well as investing by adhering proper risk management principles.
Our offering includes model portfolio services using Smallcase, advisory on equity, derivatives, commodities and forex. We conduct portfolio review for optimizing returns on investment and aligning with financial objectives.
