ABOUT US

Welcome to Shree Swami Samarth Investment Services, a premier name in the financial investment landscape with a distinguished history spanning over 23 years. Our reputation as one of the industry's leading and most successful financial investment product distributors is a testament to our unwavering commitment to excellence and client satisfaction. Currently, we take pride in serving over 700 satisfied clients, ranging from esteemed corporates to high-profile celebrities, a clear reflection of our versatility and expertise in catering to a diverse clientele.

In collaboration with NJ India Invest Pvt Ltd, India's leading mutual fund distributor, we boast of managing assets exceeding 1.5 billion. Our mission is to empower our clients, guiding them towards achieving their financial goals through a blend of smart and effective investment strategies. Leveraging our exhaustive knowledge of insurance, tax laws, and mutual fund investments, we meticulously craft solutions tailored to meet both the long-term and short-term objectives of our clients.

At the heart of Shree Swami Samarth Investment Services is our core purpose: to offer fast track solutions that not only secure a prosperous future for our clients but also ensure they enjoy a healthy and wealthy retirement life. With a client base that spans from corporates to celebrities, we are dedicated to providing the highest level of personalized and efficient investment services. Join us on this journey to financial freedom and experience the pinnacle of personalized investment services.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

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