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Sanjay Prajapat | SAMRUDDHI INVESTMENTS | SuratSanjay Prajapat | SAMRUDDHI INVESTMENTS | Surat

Sanjay Prajapat

SAMRUDDHI INVESTMENTS•Surat,GJ
LG-2, WESTFIELD SHOPPING CENTRE, GHOD DOD ROAD,
Surat, GJ, 395007
LG-2, WESTFIELD SHOPPING CENTRE, GHOD DOD ROAD, Surat, GJ, 395007
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About

With a deep focus on unbiased research and customised solutions, we at Samruddhi Investments™, craft flexible strategies, tailored to individual's goals and needs - be it retirement security, child's education, or simply long term wealth creation. Whether one is at ₹5LPA or ₹50LPA, right financial planning "connects your money with a purpose". It is not about having more, but about having "meaningful wealth". By delivering clutter-free investment solutions, we transform financial uncertainty into lasting peace of mind. This is done by creating space for open conversations about dreams, fears and aspirations. Through structured reviews, we ensure you're in control, sleeping soundly with every milestone secured and a clear path to confident choices.

Practice at a glance

10
Years of Experience
500
Families Served
₹25
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Business & SME Owners, Salaried Executives
Language Spoken:Hindi, Gujarati, Marwadi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-243628

NSE/BSE Authorized Person (AP)

AP0397173282

APMI Registered PMS Distributor

APRN05764

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification

Can help you to

Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Loan Against Securities
SIF

Complimentary Services

Get any of the free services to experience working with Sanjay Prajapat.

Financial Goals Analysis
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check