Welcome To Our Firm
A reputed name for comprehensive financial and product distribution services
We as Sameeksha Wealth incorporated in the year 2014 and at present have 1000 + satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual funds, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
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Why Us?
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Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our guidance process.
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Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
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Focus on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
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Value Addition
Our Services ensure comfort, convenience, confidence, and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
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Right Experience & Skills
We have years of experience in financial services and products distribution space.
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Driven by Passion
Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial needs in life with our support.
Our Team
Mr. Rahul JainManaging Director
Mr. Rahul Jain is the Managing Director for Sameeksha Wealth Network. One of the oldest in Sameeksha Wealth, he has over 15+ years of rich experience in the financial services industry. Partner is known for his deep understanding of distribution practices and their challenges.
Mrs. Charu JainSales Head
She is the Sales Head having joined this Company in 2014 back after being an entrepreneur in the financial advisory. With an experience of over 10+years.
Mr.Dinesh JainChief Advisor
We are here to Help You Recover Your Lost-forgotten Investments ( Shares, mutual funds, LIC, Public Provident Fund, Provident Fund, Fixed Deposits, Dividends).We at SHAREDADDY.