Introducing Samriddhi Shree La Premier
Our interactions with hundreds of High Net worth Individuals and family-owned businesses have helped us to understand the special needs and requirements of such investors.
Samriddhi Shree La Premier was created to cater to the needs of High Net worth Individuals. It is a specialized group comprising handpicked professionals that provides exclusive and world-class wealth management services to a select group of clients.
Samriddhi Shree La Premier’s Wealth Management Services
Essentially, our Wealth Management Services aim to help you preserve, enhance and grow your wealth by implementing the well-accepted principles and global best practices on wealth management.
To cater to the elite segment of High Net worth Clients, La Premier offers an exclusive range of value-added service, including:
- Personalized attention through a dedicated Relationship Manager
- Market information sharing through quality in-house research reports, made available at regular intervals
- Periodic portfolio review and regular update on portfolio valuation
- Pro-active advice on market events and triggers
- Immediate alerts on new products and New Fund Offers
- Need-based interactions with Fund Managers and other financial experts like Tax Experts, Estate Planners, etc.
- Independent, unbiased advice
Our 4-step Advisory Process
Investment consultancy is a complex business, requiring an intimate understanding of several financial parameters and human factors, including the client’s requirements and the market subtleties. Being a process-driven organization, we have perfected a four-step advisory procedure, which includes:
Need Analysis:
Our experts analyze and assess your investment objectives and your comfort level with various asset classes, such as Mutual Funds, Bonds, Insurance, etc.
Asset Allocation:
We determine an optimal mix of asset classes to meet your financial goals.
Portfolio Construction:
Based on the asset mix, we build a customized, diversified portfolio of insurance and investment products.
Ongoing Review:
Once implemented, we monitor your portfolio regularly. This allows our advisors to recommend adjustments if required, and these are carried out once we receive your go-ahead.
Our Investment
Advisory Approach Your wealth can grow more wealth. Provided enough time and effort is put in to study markets, weigh the various investment options and take complex decisions. But for extremely busy people like you, time is a luxury. That’s why, you need the services of specialized wealth managers like La Premier.
At La Premier, the single, most important objective is to offer Total Wealth Management solutions by helping you to:
- Accumulate
- Preserve, and
- Enhance your wealth
Our endeavour is to preserve your capital first. Only then do we make recommendations to enhance your wealth, focusing upon areas requiring attention on a priority basis.
Samriddhi Shree A Legacy of trust
Samriddhi Shree was one of the first companies in the organized sector to offer investment advisory and financial planning services along with a wide spectrum of financial products and services, all under one roof.
Over the past 42 years, we have won the trust of over 7 lakh individual investor clients, including hundreds of High Net worth Individuals, Non-Resident Indians and members of business-owning families.
In fact, we are honoured to be the ‘personal financial advisors’ to several families that have been investing through us for three generations.
The trust and goodwill of our investors are our greatest assets, motivating and inspiring us to excel and achieve the greatest heights of professionalism and service.
The Samriddhi Shree Family Office A Special Service for Family-Owned Businesses
Family-owned businesses have their own specific needs. The Samriddhi Shree Family Office has been created to especially to serve family-owned businesses. Samriddhi Capital is the first to introduce this elite service in India.
We offer to share with you the global best practices related to accumulation, enhancement and preservation of wealth, and make available the expertise of the crème de la crème of our pool of specialists.
A dedicated Wealth Enhancement Manager will be assigned to offer exclusive and personalized service to you.
We provide world-class services in areas like Wealth Management, Risk Management, Investment Banking, Estate Planning, Taxation, and the like.