Our Services

Tools help us perform any activity efficiently and effortlessly. Different financial products serve the same purpose. In the Financial Sector different product manufacturers produce different Financial Products (Like Life Insurance, Health Insurance, Mutual Fund, Loans, etc) which helps a Financial Planner to execute the Financial Plan as per the mandate of the client.

We provide a bouquet of different financial services keeping Financial Planning and Wealth Management at the core level.  We believe in the philosophy of Planning for the certainties of our life so that you can enjoy life to the fullest with complete peace of mind. 

Chat with us

Loans have become an unavoidable part of our life. Choosing a right loan product at affordable price and planning a smooth repayment is very much important.

We provide our services, for making available the best suitable loan product which is possible for your financial background. Primarily we deal in Home Loan, Personal Loan, Business Loan, Loan Against property etc.

 A proper financial plan considers your personal circumstances, objectives and risk tolerance. It acts as a guide in helping choose the right type of investments to fit your needs, personality, and goals. Standard of Living: The savings created from good planning can prove beneficial in difficult times. 

It is said that execution is always more important than planning. A financial plan which has not been executed is a mere wish. We not only prepare a comprehensive financial plan for our clients but also provide them execution services if they require the same so that they can achieve their financial goals without any problem.

No financial plan can never be said to be complete without taking risk protection into consideration. Insurance is such a tool which can never be ignored while developing a comprehensive Financial Plan of an individual. Insurance planning includes evaluating risks and determining the proper insurance coverage to mitigate those risks. 

Investment planning is the process of identifying life goals of an individual, converting them into financial goal and developing a strategy to achieve that goal through building a investment plan by taking the available financial resources into consideration and utilizing the same in the most efficient manner. Investment planning is a core component of financial planning. It is impossible to have one without the other. 

Retirement Planning:

Retirement is such a stage of our life for which most of the Indians do not have a proper plan in place. We all are going to spend almost one third of our life as a retired person when we shall not have any income and lot of medical expenses. 

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. 

We at Samriddhi Mantra Financial Planners specialize in Retirement Planning. 

Tax Planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible. 

Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. 

It includes all the other financial services required while executing the financial plan for a client.