Founded in 2011, Samarth Wealth Management is a fast growing solution provider specializing in Goal Based Financial Planning, Wealth Management, Corporate Treasury Management and Corporate Protection Counseling. A Winner of many Awards & Accolades, Samarth Wealth Management has today become one of the Top 5 Financial Advisors in Thane region in a short span. We are the dedicated One Point of Contact for more than 1400 Clients across the Globe who prefer our Client-centric solutions related to all Financial Products. Our clientele is diverse and includes CXOs, Presidents and Directors as well as many Listed Companies along with Individuals. Currently, we offer various products and solutions in Mutual Funds, Insurance, Direct Equity, PMS, Corporate Fixed Deposits and Loans, managing assets of more than Rs.300 Crore.
Specialists in Goal Based Financial Planning solutions, we cater to the needs of Retail & HNI Clients across the Globe. Our solution driven process backed by strong market research and analysis has always delivered the best solutions to our clients based on their risk profile and generated exceptional value for them.
Our Wealth Management solutions are a unique combination of Financial Planning, Investment Advisory coupled with key solutions like Estate Planning, Retirement Planning, and Tax Planning. Since 2011, our Wealth Management Solutions have turned out be game changers for our Clients Investment Portfolios.
We provide Corporate Treasury Management Solutions & Corporate Protection Counseling Solutions to help corporates Manage their Liquidity, Grow their Wealth and at the same time Navigate and Mitigate Risks involved in business. We provide these services to a host of listed and private companies across India.
Since 2011, we have conducted more than 200 workshops across various cities in India and have spread awareness about Investments and Financial Planning for more than 3000 people. We also specialize in conducting workshops for Fundamental Analysis and Technical Analysis for Individuals as well as Corporates.
Our in-house research makes sure that we offer the Best Funds across all Mutual Fund Houses to our clientele to ensure they get the best in class returns. With a Focused Solution based approach we have made sure we create Wealth through Mutual Funds for our Clients.
We are an official franchise of Sharekhan Limited and have been offering the Expertise & Support in Stock Trading and Investing to our clients in order to make good profit on their money.
With multiple MDRTs under our belt and a strong association with leading brands in Life Insurance space like Aditya Birla Capital and ICICI Prudential Life Insurance, we make sure our clients get the best advice in Individual and Keyman Solutions.
We make sure our clients get the best suited online and offline Health Insurance products and also make sure there is continuous and full support in times of Claim Settlement. Bajaj Allianz, Aditya Birla Health Insurance and Religare Health are some of the leading brands we are partnered with.
We cater to our client’s needs for all kinds of General Insurance requirements which includes Office, Home, Vehicle among others. We associate ourselves with Bajaj Allianz exclusively for General Insurance Solutions.
Our tie-up with majority of leading Banks like ICICI Bank, HDFC Bank, SBI and NBFCs like DHFL, GIC and LIC Housing which makes us the first choice for our clients when it comes to Home, Personal and Education Loans.
We associate ourselves with the leading players in PMS like Aditya Birla Capital, Kotak, ICICI Prudential to name a few. We carefully select the portfolios as per the risk profile of the Investor and track the performance regularly to ensure we make good returns through PMS.