Expert-Led
Wealth Growth.
Samarth Wealth manages over 1200 Crore for 3000+ families. We help you to navigate market volatility so you can enjoy financial freedom.
₹ 5.80 Cr
My Mutual Fund Wealth
₹ 5,80,12,600
Current Value
**The images are purely illustrative and not a reflective of past or future performances.
About Samarth
Able. Capable.
Competent.
Since 2011, our purpose has been clear: providing honest, research-backed advice that puts Clients First.
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Years Experience
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Families Served
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Crore AUM
"Our only award is the satisfaction of our clients."
Our Core Values
The pillars of our service excellence
Client First
We focus on fulfilling client needs, not selling products. Your financial well-being is our sole priority.
Integrity
Honesty in advice and execution. We ensure every action strictly benefits you and your goals.
Competency
Backed by rigorous research, deep market knowledge, and robust risk management strategies.
Transparency
Open communication inspires confidence. You are kept fully aware of your portfolio's performance.
Why Choose Samarth?
Our philosophy separates us from the rest. We prioritize your interest above everything else.
What We Do
What We Don't
Wealth Preservation & Growth
We strictly focus on the preservation and consistent growth of your wealth over time.
No Compromise on Values
"We never compromise on our core values of Commitment, Transparency, Passion, and Integrity."
Lifelong Relationships
We grow only when you grow. We believe in creating and nurturing lifelong relationships.
No Product Driven Approach
"We do not sell products. We provide customized, solution-driven advice unique to your needs."
Curated Selection
We select offerings by interacting directly with CEOs & CIOs, suggesting them only if you require them.
No Mindless Recommendations
"We do not believe in recommending the 'in thing' or trends if they don't match your risk profile."
Long Term Patience
We understand that wealth building requires patience, hand-holding, and sound advice.
No Sell & Forget
"We do not have a sell-and-forget approach. We conduct regular follow-ups and portfolio reviews."
Our Expertise
Holistic Wealth Solutions.
Comprehensive financial strategies tailored for High Net Worth Individuals.
Investment Planning
Secure your legacy. We assist with Will drafting, Trust creation, and efficient wealth transfer.
Risk Management
Comprehensive Life, Health, and General Insurance solutions to protect your assets.
Corporate Advisory
Treasury management to generate returns on idle cash and corporate protection counseling.
Custom Plan
Have unique requirements? We craft bespoke investment strategies for Individuals & Corporates.
Investment Avenue
Our Product Suite.
A wide array of financial instruments curated to build a robust and diversified portfolio.
Mutual Funds
Professionally managed investment schemes for diverse goals.
PMS
Portfolio Management Services for focused wealth creation.
AIF
Alternative Investment Funds for sophisticated investors.
SIF
SIFs were introduced to bridge the gap between mass-market mutual …
Debt / Fixed Income
Secured instruments for regular income generation.
Offshore Funds/ GIFT City
International diversification for currency hedging.
Life Insurance
Term and endowment plans for family security.
Health Insurance
Comprehensive health cover for medical emergencies
Built on Trust.
Founded in 2011, Samarth Wealth is led by professionals with decades of experience at top financial institutions.
Pranjal Wagh
Co-Founder
"A Financial Planning Professional with over 15 years of experience. His knack of understanding the exact requirements of clients and …"
Abhinandan Honale
CO- Founder
"A Finance fanatic who loves to study debt and equity markets. His strength lies in combining Business Development with Financial …"
Team Leaders
Kishor Bhande
Manager
"The analytical foundation of my career, providing the quantitative skills necessary for advanced financial modeling …"
Tushar Chalke
Manager
"As Vice President at Samarth Wealth Private Limited, he spearheads strategic growth and leads a …"
Dipalee Chinderkar
Manager
"Mutual Fund & Insurance - Operations Team Leader. Manages the daily operational activities and supervises …"
Let's Discuss Your Wealth.
Schedule a discovery call or visit us.
Office Address
G-75/76, Eternity Commercial Premises, Teen Hath Naka Flyover, off Lal Bahadur Shastri Marg, Kashish Park, Dharamveer Nagar, Thane, Maharashtra 400604
Call Us
+91 97690 99956 / +91 9819586940
Disclaimer: Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing.
Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved.
All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision.
We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Funds Distributor | ARN-286847
Initial Reg: 02/02/2024 | Validity: 01/02/2027
AMFI Registered SIF Distributor | ARN-286847
Initial Reg: 23/10/2025 | Validity: 16/10/2028
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