Services | Samriddhi: Making your wealth fulfill its purpose

Private Wealth

For families with net worth
₹4Cr - 40Cr*

Goal based investments
Tax optimization
Stock options & Grants
Insurance
Estate Planning (Wills)

Download Details

Family Office

For families with net worth
₹40Cr - 100Cr*

Private Wealth Management +
Net worth in business
Business stake sale
Governance & Succession Plan
Family Trusts
Philanthropy

Download Details

Global Indians

NRIs with net worth
> US$1M*

Private Wealth Management +
Social Security investments
Cross border taxation
Country specific portfolios
Flexi Country retirement planning
Financial impact of international relocation

Download Details

Private Wealth

For families with net worth
₹4Cr - 40Cr*

Goal based investments
Tax optimization
Stock options & Grants
Insurance
Estate Planning (Wills)

Download Details

Family Office

For families with net worth
₹40Cr - 100Cr*

Private Wealth Management +
Net worth in business
Business stake sale
Governance & Succession Plan
Family Trusts
Philanthropy

Download Details

Global Indians

NRIs with net worth
> US$1M*

Private Wealth Management +
Social Security investments
Cross border taxation
Country specific portfolios
Flexi Country retirement planning
Financial impact of international relocation

Download Details

*Net worth includes family's social security account but excludes self owned and occupied home

Fees

Our fees are agreed upfront for a year and are based on the client's unique requirements
We charge flat and transparent fees with no hidden or additional components
It is not linked to the client's net worth or assets under advice by Samriddhi

Our client-first wealth management philosophy

Advisor details:‍

Urvil Bharatkumar Modi

SEBI RIA Registration number: INA000017611

Category: Individual. Validity: Perpetual

K 605 Greenwoods, MV Road, Andheri East, Mumbai, 400093

Regulator details:

Securities and Exchanges Board of India

SEBI Bhavan, C4-A, G Block, Bandra Kurla Complex, Bandra East, Mumbai – 400 051

Status of complaints:

Beginning of the month: Nil

Received this month: Nil

Resolved during the month: Nil

Pending at the end of the month: Nil

Reason for pendency: NA

Principal officer:

This website has been approved by BSEASL with advertisement approval number 15285
Registration granted by SEBI, membership of BSEASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
The securities quoted are for illustration only and are not recommendatory

A. Vision and Mission Statements for investors

B. Details of business transacted by the Investment Adviser with respect to the investors.

C. Details of services provided to investors (No Indicative Timelines)

Sharing of agreement copy
Completing KYC of clients

To provide full disclosure about its business, affiliations, compensation in the agreement.
To not access client’s accounts or holdings for offering advice.
To disclose the risk profile to the client.

D. Details of grievance redressal and how to access it

E. Expectations from the investors (Responsibilities of investors)

Always deal with SEBI registered Investment Advisers.
Check for SEBI registration number. (Please refer to the list of all SEBI registered Investment Advisers which is available on SEBI website in the following link: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=13)
Pay only advisory fees to your Investment Adviser. Make payments of advisory fees through banking channels only and maintain duly signed receipts mentioning the details of your payments.
Always ask for your risk profiling before accepting investment advice. Insist that Investment Adviser provides advisory strictly on the basis of your risk profiling and take into account available investment alternatives.
Ask all relevant questions and clear your doubts with your Investment Adviser before acting on advice.
Assess the risk–return profile of the investment as well as the liquidity and safety aspects before making investments.
Insist on getting the terms and conditions in writing duly signed and stamped. Read these terms and conditions carefully particularly regarding advisory fees, advisory plans, category of recommendations etc. before dealing with any Investment Adviser.
Be vigilant in your transactions.
Approach the appropriate authorities for redressal of your doubts / grievances.
Inform SEBI about Investment Advisers offering assured or guaranteed returns.

Don’t fall for stock tips offered under the pretext of investment advice.
Do not provide funds for investment to the Investment Adviser.
Don’t fall for the promise of indicative or exorbitant or assured returns by the Investment Advisers. Don’t let greed overcome rational investment decisions.
Don’t fall prey to luring advertisements or market rumours.
Avoid doing transactions only on the basis of phone calls or messages from any Investment adviser or its representatives.
Don’t take decisions just because of repeated messages and calls by Investment Advisers.
Do not fall prey to limited period discount or other incentive, gifts, etc. offered by Investment advisers.
Don’t rush into making investments that do not match your risk taking appetite and investment goals.
Do not share login credential and password of your trading and demat accounts with the Investment Adviser.