SAMKIT SHAH
The Future of Finance, Made Easy
AMFI Registered 
NISM Certified ARN-349541 FINTECH SIMPLIFIED: We simplify complex finance into clear action. Get expert guidance on long-term wealth creation via Systematic Investment Plans (SIPs). Our full-service offering from Investment Review & Fund Selection to Portfolio Reporting — covers Mutual Funds, Stocks, Bonds, and Insurance, securing your financial future.
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What we do
Investment Review Fund Selection SIP Solutions Portfolio Reporting Goal-based Investing
Inflation will eat your savings if you don't invest wisely. We help you map your life goals
Retirement Children's Education Vacation Emergency Fund Marriage Home Purchase Investment products available to you
We will handpick the right investment options to help you grow your wealth
Mutual Funds
SIP or lumpsum investment based on your goals.
Fixed Deposits
Bank & Private FDs for stability.
Bonds & Debentures
Fixed income securities for conservative growth
Stocks
Gold Bonds| Pre-IPO| F&O
PMS/AIFs
For HNIs with higher risk appetite
Insurance - Term & Health
To secure your family’s future & protect your savings
SIP & Lumpsum Calculator
Your future savings
Potential value of investment after 7 years
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Investment Amount ₹0
Potential value of investment after 7 years
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Your investments are managed via the Wealthy App a SEBI-registered, secure, and trusted investment platform used by over 1,00,000+ investors.
₹6000 cr
in investments executed
20+
offices across India
What you get
with the Wealthy App
One app for all investment products listed above
Real-time portfolio tracking Add & manage family portfolios Track external portfolios 