How does Samriddhi Shree Advisor Network make it easier for you to succeed?

Resourcing Focusing
Whether you are an independent financial advisor working full-time or part-time, you would like to your business to succeed. The Samriddhi Shree Advisors Network is here to ensure that you reach your goal easily and quickly. Success is lot easier to achieve when you have the time and resources to focus on your greatest asset — your clients.

Equity Linked Savings Schemes
Hassles of having multiple point of contacts often leads to time and energy wasted. We intend to provide a single point-of-contact for all your informational needs ? Single, immediate access to information and resources that provide solutions makes success easier. The Samriddhi Shree Advisors Network provides one-stop access to:

  • Consolidated billing for all investment schemes
  • Client-related portfolio reports
  • Market intelligence
  • Research

Through web-based technology platform, the Samriddhi Shree Advisor Network saves you and your staff time and money by making available what you need, and eliminating the need to keep track of multiple login IDs and passwords.

Financial Planning
Look for broadening your client base with the one of the most successful Financial Advisory services. It’s all possible to succeed when you can offer a sophisticated financial planning tool that gives a wide choice. We are one of the pioneers in bringing this concept and now actively involved in making it a proven process in the Indian financial advisory business. We can help you to grow into a proficient financial planner.

Strong Brand Name
Many independent Advisors prefer to retain their independent identity. We respect that. After all, you are a business owner. You know how to best connect with your community.

But consider this:

  • Samriddhi Shree’s aggressive advertising through print and electronic media reaches across the length and breadth of the country. People see us as long-term financial planners, easily approachable, accessible, and an organization that communicates in an easy-to-understand manner.
  • Samriddhi Shree is the preferred partner of most investment-related companies, mutual funds etc.
  • Samriddhi Shree is one of biggest Financial Advisory companies with over 100 investment centres and over 7 lakh investors
  • Samriddhi Shree is able to organize seminar/meets for your invaluable clients to value their association.

Your affiliation with Samriddhi Shree puts you at the forefront of your clients’ selection when it comes to choosing financial services. Your association with Samriddhi Shree can help open many doors.

Samriddhi Shree is present in 60 cities and serves seven lakhs customers but we realized that we too together can serve all investors of the country, hence we require to support to cover length and breadth of the country.

Confidentiality
Your Client has chosen to deal with you. As the principle for forty years we have kept strict confidentiality of our associate its client and have never approach them directly. This is why independent financial Advisors prefer to deal with Samriddhi Shree.

Unbiased Research
With every passing day there are newer investment products hitting the market and it is a really cumbersome task to be up to date with all investment products particularly the performances and changes. We want you to have readily available perfect recommended list of investment option for your clients.

Samriddhi Shree has put some of the most distinguished and experienced professionals to work for you .Our Research team reviews all the investment products. The list of recommendation is based on the merit of the product. You get high-value reporting and advice of uncompromising objectivity at its best. Many of our seasoned experts are MBA, CA, CFP etc.

Back Office Outsourcing
While Samriddhi Shree is supporting you for your back end activities in a way it is like outsourcing which MNCs are now a days doing in India