About Samruddhi Wealth

Numbers speak for themselves

1300+

Families Secured

20+

Years of Experience

Yogesh Jaiswal

Founder

A Freedom Wealth Coach, dedicatedly managing Portfolio’s for Clients Since 20 years. Yogesh is qualified Post Graduate & PG Diploma In Marketing. Yogesh is Expertise to manage Client’s Short Term, Medium Term And Long Term Goals; as Per Their Requirements.

Samruddhi Means Prosperity. Samruddhi Wealth is a Wealth Management Services. we are Freedom Wealth Coach Providing Various Financial Services Since 1999.

We Serve 1300+ Secured & Satisfied Families 20+ Year's of Experience

Why Us

  • we always update Latest Technology for become easy to our Clients to achieve their Financials Goals
  • We offer a single Log in ID & Password to view all our Investments MF, Stocks, LI & GI, FD & Bonds, Real Estate, Taxation Services Online.
  • We use Online Platform for Open D-Mat Account, Start Mutual Fund Investment, Purchase FD & Bonds, Term Service, Health & Vehicle Insurance for Convenience of our Clients. This will help us to Serve our Client better.
  • We have a Dedicated Team for Each Financial Segment.
  • We Follow all Professional Ethics with Full Integrity.

Our Mission

  • We are on a Mission to Educate & Empower 5000 Families about Financial & Health literacy & to create enough true wealth to help them,to get the right Value of Money & Services at the right time to Live a Financially Confident & Stress Free Life.
  • To Provide Wide Range of Products Services in the Field of Financial Services Segment with a motto to invest Your money in various Investment Asset Class Carefully & Safely. Just like our own Investment.
  • Meeting the General & Sophisticated Financial Goals of our Clients.
  • Developing, Encouraging & Rewarding superior Performance of our Employees.

Our vision

  • To Build Samruddhi Wealth as a most Trusted Brand in Financial Services.
  • We have a clear Intention to create Wealth & Abundance not only for Ourselves, but also for Our Clients.
  • We are a Magnetic Financial Services & We Always Attract Lot of Clients because we Add Value to peoples life.
  • We Earn enough Passive Income to live the desired lifestyle & We are Financially Free.
  • We Achieve all our Life Goals by Helping our Clients to Achieve their Life Goals.

We are in the World's Best & Nobel Profession Because We Prosper, when Our Clients Prosper.