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

Sameet Chaudhary

SamSang Financial•Thane,MH
Swastik Plaza, Office No.225 Subhash Nagar, Pokhran Road No.2,
Thane, MH, 400605
Swastik Plaza, Office No.225 Subhash Nagar, Pokhran Road No.2, Thane, MH, 400605
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About

We are Sameet Chaudhary (समीत चौधरी) and Sangeeta Chaudhary (संगीता चौधरी), Personal Finance Professionals with over two decades of experience in guiding individuals and families towards financial stability and long-term wealth creation. At SAMSANG FINANCIAL, we believe every financial journey is unique. Our approach is built on understanding your current financial position – income, expenses, assets, and liabilities – and aligning it with your dreams, responsibilities, and risk appetite. We specialize in designing personalized, goal-oriented financial strategies using a carefully selected mix of Mutual Funds, Life Insurance, Health Insurance, and Fixed Income products. As AMFI Registered Mutual Funds Distributors, 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

23
Years of Experience
300
Families Served
₹400
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, Armed Forces, Government Staff
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

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
AIF

Complimentary Services

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

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
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop