What is your Financial Need?

HAPPY RETIREMENT

What is your Financial Need?

WEALTH BUILDING

What is your Financial Need?

OWN
A HOME

What is your Financial Need?

CHILD
FUTURE

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.

Our Service

01 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 organization.

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What Clients are Saying About us

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.

Contact Us

Sameeksha Wealth 

Shop no-237 Old Lajpat Rai Market,
Chandni Chowk,
Delhi-110006.

Contact Details:
Mobile No-09210775276 , 9953175276
Email: rjaincfp@sameekshawealth.in

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