Private Wealth
Family Office
NRIs

Private Wealth

For families with net worth
₹8Cr - 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
₹8Cr - 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

Speak to Us

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
SEBI Investor Charter
Grievance Redressal Process
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
Monthly/Annual Trend of Complaints
Principal officer:
Urvil Bharatkumar Modi
urvil@samriddhi.life
+91 9892-800-524
Annual Compliance Audit Status
  • 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

Grievance Redressal Process

In case of any grievance / complaint:
  • Please contact Principal Officer at contact details mentioned here
Urvil Bharatkumar Modi
urvil@samriddhi.life
+91 9892-800-524
  • If not satisfied with the response of the intermediary you can lodge your grievances with SEBI at https://scores.gov.in or you may also write to any of the offices of SEBI.
  • Or undertake online conciliation and/or online arbitration by participating in the ODR Portal (https://smartodr.in/login) and/or undertaking dispute resolution in the manner specified in SEBI Circular No. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131
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SEBI Investor Charter

A. Vision and Mission Statements for investors
  • Vision: Invest with knowledge & safety.
  • Mission: Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
B. Details of business transacted by the Investment Adviser with respect to the investors.
  • To enter into an agreement with the client providing all details including fee details, aspect of Conflict of interest disclosure and maintaining confidentiality of information.
  • To do a proper and unbiased risk – profiling and suitability assessment of the client.
  • To obtain registration with Know Your Client Registration Agency (KRA) and Central Know Your Customer Registry (CKYC).
  • To conduct audit annually.
  • To disclose the status of complaints in its website.
  • To disclose the name, proprietor name, type of registration, registration number, validity, complete address with telephone numbers and associated SEBI regional/local Office details in its website.
  • To employ only qualified and certified employees.
  • To deal with clients only from official number.
  • To maintain records of interactions, with all clients including prospective clients (prior to onboarding), where any conversation related to advice has taken place.
  • Mission: Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
C. Details of services provided to investors (No Indicative Timelines)
  • Onboarding of Client
  • Sharing of agreement copy
  • Completing KYC of clients
  • Disclosure to 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
  • In case of any grievance / complaint, an investor should approach the concerned Investment Adviser and shall ensure that the grievance is resolved within 30 days.
  • If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s ‘SCORES’ portal which is a centralized web based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.
  • With regard to physical complaints, investors may send their complaints to: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051.
E. Expectations from the investors (Responsibilities of investors)
  • Do’s
  • 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’ts
  • 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.
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