ABOUT US

Welcome to Samriddhi Investment & Financial Services, where your financial growth is our utmost priority. Established in February 2021, we are dedicated to offering both retail and corporate clients exceptional investment opportunities tailored to meet their unique needs.

Our company is guided by a team of seasoned professionals with a combined experience of over 70 years in the financial services industry. This wealth of expertise spans across the full spectrum of investment products and services, including Equity Broking, TPP Products distribution, Fixed Instruments, and various other Asset products. This extensive experience ensures that we can navigate the complexities of the financial markets and provide you with informed, strategic advice.

At Samriddhi, our core values of Integrity and Trust are at the heart of everything we do. We believe that a strong foundation of honesty and reliability is essential to building lasting relationships with our clients. Our commitment to these principles means that you can trust us to act in your best interests, offering transparent and dependable advice every step of the way.

We pride ourselves on delivering customized investment solutions that are not only optimally priced but also come with a personal touch. We understand that every client’s financial journey is unique, and we are dedicated to providing personalized care and attention to help you achieve your financial goals.

Whether you are looking to grow your wealth, secure your financial future, or explore new investment opportunities, Samriddhi Investment & Financial Services is here to guide you. Join us on a journey of financial empowerment and let us help you turn your investment dreams into Realty.

Thank you for considering Samriddhi as your trusted financial partner. We look forward to serving you with the highest standards of excellence and dedication.

SENIOR MANAGEMENT

Bharath Rajagopal

Has an enriched career of over 25 years in Financial Services industry.  He has been instrumental in setting up operations for Retail and HNI business for reputed Companies like Somayajulu & Co and Unifi Capital.

His major milestone has been in setting up TN operations of HDFC Securities by opening and managing 30+ branches in the Region.

Astute business knowledge, empathy, hard work, attention to detail and uncompromised customer first approach make him the right leader for this flagship enterprise.

N.Venkatasubramanian

N.Venkatasubramanian- is a Cost Accountant and has over 20 years’ of experience in Equity broking and Financial Services.

He played a major role managing Coimbatore and Chennai operations of HDFC Securities.

His in-depth knowledge of investment products provides a multitude of options to today’s tech savvy and informed investors.

Muzhumathi Madhavan

Muzhumathi Madhavan- has a Masters in Economics and has worked in well-known broking houses like Dimensional Securities Pvt Ltd., Navia Markets and HDFC Securities for over 25 years.

She brings in diversity, experience and profound understanding of broking and investment products to service the discerning and succinct customer base at Samriddhi.

She will also hold a pivotal role in managing the women portfolio, catering to their specific investment needs.

PRODUCTS & SERVICES

Trading account

A trading account lets you buy and sell securities on the stock exchange
Here you get a unique trading identification number (id).

Demat account

A Demat account is like a digital locker for the securities you buy as it holds the securities in a paperless (dematerialised) format.

What is a derivatives trading account?

Derivative (Futures & Options) trading involves buying or selling derivative products.
The idea is to hedge portfolio risks and make substantial gains from price volatility by paying nominal margins.

Currency Trading Account

A currency trading account, also known as a forex (foreign exchange) trading account, is used to trade currencies.
Forex trading involves buying one currency while simultaneously selling another,
with the aim of profiting from fluctuations in exchange rates.

Initial Public Offering (IPO)

An Initial Public Offering (IPO) is the process by which a private company offers shares to the public
for the first time and becomes a publicly traded company.
This process allows the company to raise capital from public investors.

EQUITY TRADING

Equity trading involves the buying and selling of company shares in the stock market.

F&O

Futures and Options (F&O) are financial derivatives that derive their value from an underlying asset.

CURRENCY

In currency trading, delivery refers to the actual exchange of the currency pairs at the agreed-upon exchange rate.

MUTUAL FUNDS

Investment vehicles that pool money from multiple investors to buy a diversified portfolio of stocks, bonds, or other securities.

DEBT PRODUCTS

Financial instruments where investors lend money to entities in exchange for periodic interest payments and the return of principal at maturity, such as bonds or notes.

LOAN PRODUCTS

Financial offerings that provide funds to borrowers with the agreement to repay the amount with interest over a specified period, such as personal loans, mortgages, or auto loans.

PMS DISTRIBUTION

Portfolio Management Services (PMS) are customized investment solutions offered by professionals to manage a client’s investment portfolio.

REALTY AND REALTY-BASED ASSET PRODUCTS

Realty and realty-based products refer to physical real estate properties and financial instruments or investments derived from or related to real estate assets.

ESTATE PLANNING AND SERVICES

Professional guidance to organize and manage an individual’s assets and affairs during their lifetime and plan for their distribution after death, including wills, trusts, and tax strategies.

INSURANCE PRODUCTS

Financial products designed to provide financial protection or compensation against risks, losses, or damages, including life, health, auto, and property insurance.