Company Profile

SAMRUDDHI FINANCIAL & INVESTMENT SERVICES is a professionally managed firm spearheaded by Paresh R. Tapiawala, Chartered Accountant by profession having a rich experience in equity research & capital markets, investment banking, corporate finance & personal finance.

We provide entire spectrum of financial services viz.

1) Financial Planning for long term wealth creations,

2) Wealth Management through Investment Solutions like Fixed Deposits, Mutual Funds, NCD / Bonds, Real Estate Properties

3) Risk Management Services through Insurance Solutions like Life, Health, Personal Accident and Property/Vehicle Insurance,

4) Loans /Liability Management through Housing/mortgage loan

The Financial Planning process revolves around client’s needs to manage their current finances in such a way that it helps to create a unique financial plan for wealth creation to help them meet their life goals

The firm monitors the progress of the financial plan through regular periodic review of portfolio thereby ensuring proper asset allocation being maintained throughout till achievement of Financial goals

MISSION/VISION STATEMENT

To become the most respected financial & Investment services firm by providing competent & qualitative financial planning services to assist every investor to gain control over their current finances and empower them with Financial Freedom by redefining Financial Future with the help of goal based wealth creation

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