Sanjay Prajapat | SAMRUDDHI INVESTMENTS

About

Providing tailor made solutions for my clients leveraging my background as an Equity Research Analyst and a deep interest in human psychology.

Practice at a glance

10

Years of Experience

500

Families Served

--

Crores Managed

Practice Details

Min Monthly Investment:₹1,000

Min Lumpsum Investment:₹10,000

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Women Investors, Business & SME Owners, Doctors, Salaried Executives, Founders & Entrepreneurs

Language Spoken:Hindi, Gujarati, Marwadi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors 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.

Financial Goals Analysis

Mutual Fund Portfolio Review

Stocks Portfolio Review

Retirement Readiness Check