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Sameet Chaudhary QPFP  | SamSang Financial | ThaneSameet Chaudhary QPFP  | SamSang Financial | Thane

Sameet Chaudhary QPFP

SamSang Financial•Thane,MH
Swastik Plaza, Office No.225 Subhash Nagar, Pokhran Road No.2,
Thane, MH, 400606
Swastik Plaza, Office No.225 Subhash Nagar, Pokhran Road No.2, Thane, MH, 400606
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About

Sameet Chaudhary (समीत चौधरी), Co-founder of SamSang Financial, is a Qualified Personal Finance Professional with over two decades of experience guiding individuals and families toward financial well-being. At SAMSANG FINANCIAL, we believe every financial journey is unique. Our approach is process-driven, built on understanding clients' current financial position – income, expenses, assets, and liabilities – and aligning it with their needs, wants and dreams. We specialise in designing personalised, goal-oriented financial strategies using a carefully selected mix of Mutual Funds, Life Insurance, Health Insurance, and Fixed Income products. As an AMFI Registered Mutual Fund Distributor, our commitment is simple yet profound: • Clients First • Simplicity in Approach • Ethics at Heart • One Profession, One Dream We would be privileged to partner with you in your journey toward financial independence.

Practice at a glance

25
Years of Experience
300
Families Served
₹450
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Sameet Chaudhary QPFP .

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review