Wealth Management and Succession Planning for senior citizens needs to be responsible and simple.

Wealth Management and Succession Planning for senior citizens needs to be responsible and simple.

 Samarth’s initiative is India’s first focussed approach to post retirement investment planning.

The services focus on two areas
• Managing wealth and portfolio to optimize cash flows and ownership structures
• Succession planning
Bringing Peace of Mind and Happiness to Families

Wealth Management

  • Optimizing Cash flows
  • Managing ownership structures
  • Portfolio structure design for seniors
  • Qualified and Professional advice
  • Regular updated information
  • In partnership with Anand Rathi Financial Services, one of India’s largest wealth management companies

Wills and Succession Planning

Standard Wills

  • Consolidate and plan your assets and distribution
  • 1 Expert consultation
  • Standard, Legally valid bill in your mail box

Advanced Wills

  • Standard Will +
  • 3 Expert consultations
  • Advice on Inheritance distribution
  • Asset ownership structure

Wealth Management

Optimizing Cash flows
Managing ownership structures
Portfolio structure design for seniors
Qualified and Professional advice
Regular updated information
In partnership with Anand Rathi Financial Services, one of India’s largest wealth management companies

Wills and Succession Planning

Standard Wills Advanced Wills
Consolidate and plan your assets and distribution Standard Will +
1 Expert consultation 3 Expert consultations
Standard, Legally valid bill in your mail box Advice on Inheritance distribution
Asset ownership structure






    I am Interested in

    Wealth Management
    7,999
    per month
    Optimizing Cash flowsOptimizing Cash flows
    Managing ownership structuresManaging ownership structures
    Portfolio structure design for seniorsPortfolio structure design for seniors
    Qualified and Professional adviceQualified and Professional advice
    Regular updated informationRegular updated information
    In partnership with Anand Rathi Financial Services, one of India’s largest wealth management companiesIn partnership with Anand Rathi Financial Services, one of India’s largest wealth management companies
    Know More
    Wills and Succession Planning
    15,499
    per month
    Consolidate and plan your assets and distributionConsolidate and plan your assets and distribution
    Expert consultation Expert consultation
    Standard, Legally valid bill in your mail boxStandard, Legally valid bill in your mail box
    Advice on Inheritance distributionAdvice on Inheritance distribution
    Asset ownership structureAsset ownership structure
    Know More