Our Service
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 organization.
WELCOME TO Sameeksha Wealth
A reputed name for comprehensive financial guidance and product distribution services
At Sameeksha Wealth, our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
At Sameeksha Wealth, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and that they make proper progress toward achieving their financial goals in life.
What We Offer
01
Assessment
Get customized guidance across investments, needs, expenses, insurance, loans, estate planning, and taxes.
02
Executing
Implement your customized guidance by investing all the recommended financial products on one single platform.
03
Tracking
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.
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Ritie Bhandari
Nirmala Chelani
Tanmay Jain
KSHITIJ MOHAN
Siddhartha
Sooraj Kumar
Praveen Gupta
At Sameeksha Wealth, our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
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Sameeksha Wealth
Shop no-237 Old Lajpat Rai Market,
Chandni Chowk,
Delhi-110006.
Contact Details:
Mobile No-09210775276 , 9953175276
Email: rjaincfp@sameekshawealth.in
