Making your wealth
fulfill its purpose

Fee-only wealth management: 100% focus on you, zero product selling

What is your wealth's purpose?


Of your family's goals
and ambitions


To do what you want,
when you want


Sustained for rest
of your life


For your future


Navigation of global
career and life

Private Wealth Management

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

Family Office Management

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

Global Indian

For NRIs with net worth > US$1M*

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

Making money is easier than managing it

You work hard to create wealth for your family. You can trust us to make that wealth work harder.


Select clients, DEEPER™ engagement.

Fee only

Flat fee. Zero product sales. Zero conflict.


Driven by financial planning, not by FOMO.

We value our clients' confidentiality — To help you decide if Samriddhi is the right choice for you, we can connect you with consenting clients for references.