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.