Samriddhi Shree La Premier’s Institutional Advisory Services
Samriddhi Shree offers specialized services to Corporates and Institutions through the La Premier Institutional Advisory Group.
It is a strategic service arm comprising handpicked professionals that provides an exclusive and world-class service to a select group of clients.
We have a presence in all Metros in India, and an annual mobilization of over Rs 15,000 crores. Our Assets Under Management (AUM) is to the tune of Rs 3,200 crores, and we enjoy the patronage of over 750 quality relationships.
Investment Advisory Services for Corporates and Institutions
The Institutional Advisory Group offers a bouquet of services to meet the specific requirements of corporates and institutions. Broadly, these include:
Investment Planning
With our Investment Advisory experience of over four decades, we can offer you the right advice on where to park your funds.
Cash Flow Management
Our cash flow management services takes into account your organization’s liquidity requirements and risk bearing capacity.
Provident Fund / Gratuity Investment
We can help you derive optimum mileage from your Provident Fund corpus by investing it in accordance with the Labour Law guidelines.
Investment Banking
We are one of India’s leading mobilisers of public savings in the shape of various financial instruments. We have raised resources for over 2,000 leading institutions and corporate houses, including over 1,600 private corporates and over 40 government companies and Public Sector Units.
Employee Benefit Services
This is an add-on service which includes tax planning, customized Financial Plans and investment advice for your employees, at no cost.
Risk Management Services for Corporates and Institutions
Samriddhi Shree Risk Management Service for Corporates begins with a comprehensive risk analysis. Based on this, our experts determine your coverage requirements. An evaluation of your existing portfolio follows to ensure that there are no chinks in your armour. Simultaneously, our experts also assess if your current premium payout can be leveraged to provide enhanced coverage.
Briefly, our services also include:
- All kinds of Corporate and Commercial Insurance Packages
- Liability, Contingency Risks, Industrial and Project Insurance
- Other specialty products like Professional Indemnity, Directors’ and Officers’ Liability
- Insurance Programme Planning
- Customized Insurance Products Designing
- Active Help in Claims Solutions
- Key man Insurance
Why you can depend on us
Wide Range of Products and Services
Samriddhi Shree arts is a financial supermarket that caters to all your needs. Our range of products includes mutual funds, life and general insurance, tax-free and taxable bonds, fixed deposits, real estate, structured products, small savings and much more.
Pan-India Reach
We have 109 offices in 50 cities across India. This, along with our strong IT infrastructure allows us to swiftly execute operations throughout the length and breadth of the country.
Specialists at Your Service
Our team comprises Certified Financial Planners, Chartered Accountants, Company Secretaries, Legal Experts, MBAs and Economists.
Complete assistance
We offer complete investment assistance, right from documentation to completion of transactions and follow-ups.
Strong Research Base
In an industry like ours, it is important to keep up to speed with the developments. We have a strong in-house research team as well as outsourced support to ensure just that.
Service Standards
Samriddhi Shree La Premier adheres to stringent quality standards and professional ethics. We also provide value-added services that match the global standards.
Personalized Service
A dedicated Relationship Manager is assigned to every client, and is responsible for delivering personalized and prompt service.
Periodic Portfolio Reviews
Client portfolios are periodically evaluated and a trigger mechanism alerts us of impending deadlines. This information is presented to you in a timely and easily understandable manner.
Immediate Alerts
We have an automated alert system to inform you immediately, every time a new product that matches your requirements is launched in the market.
Information Sharing
High quality reports, presented in an easily understandable and actionable manner are regularly sent to all our clients. We also keep in regular touch with designated members of your organization on a regular basis.