Samyag Wealth Management
Welcome's You
If “YOU” take your 1st Step RIGHT by giving us valuable opportunity to serve you, “WE ASSURE” you take ALL Steps RIGHT to fulfill your financial dreams.
Company Profile
SAMYAG Broking Pvt Ltd is a broking and distribution company, offering Equity and Derivative trading through NSE and BSE and Currency Derivative on MSEI. It is registered as a Depository Participant with CDSL.About SAMYAG Wealth Management LLP:
We are a passionate group of individuals who want to change the way personal finance is perceived and delivered in India. We believe, there are lot of unanswered Personal Finance questions.
Consumers were missing that one thing - A Trusted Advisor, who can give tailor-made, customized, genuine & unbiased advice to manage financial goals of each individual.
A Trusted Advisor who could bring everything together and answer the questions, changing how personal finance was perceived in India.
Our Mission was to provide links to various aspects of life, and deliver customized advice. The advanced technology that we have built, have made families access high Quality financial advice.
This advice would have otherwise cost a lot of money, which we can now deliver over just 1 cup of coffee.
MEET THE MANAGEMENT TEAM
Mr. Bhayani has over three decades of experience and under his mentorship, SAMYAG Group has developed independent and focused expertise in the areas of Equity Stock broking, Life & General insurance advisory and Asset Management in Real Estate.
He has been instrumental in incubating and mentoring all the business verticals of Group for over three decades. He is a member of the Board and Investment Committees of all the businesses, and he mentors SAMYAG Group in areas of Corporate Governance and Best Practice. Mr. Bhayani, is also closely associated with several social causes focusing on betterment of underprivileged through various means.
Mr. Udani is responsible for driving business development as well as overlooking and managing the client services and operations functions of the company. He has nearly 20 years of experience in the financial services industry, primarily in Capital Markets.
With rich experience in Capital Market & Equity Research, Mr. Udani works closely with all large and UHNI client families on Portfolio Strategy, Construction and Monitoring of their DIRECT EQUITY portfolios. He is also part of the SAMYAG Group Investment Committee and is a key member of the SAMYAG Leadership team.
Mr. Gandhi is responsible for the vision of wealth management arm of SAMYAG Group and spearheads the strategy of the group with a mandate to grow the company into a formidable wealth and investment management entity. With over 12 years of experience across sales, product and business management in banking, financial services and investment sectors, Mr. Gandhi enjoys strong credentials in managing individual’s wealth through financial planning across asset classes building tax efficient long term sustainable wealth for investors.
Prior to joining SAMYAG Group, Mr. Gandhi has worked with ICICI Prudential, Standard Chartered Bank, First Gulf Bank (Abu Dhabi), TATA Capital and Aditya Birla Money gaining rich experience in Financial Planning, Goal based investment advisory, RISK adjusted asset allocation mix, Portfolio Management and Advisory services.
Mr. Gandhi has built strong network and relationships with veterans of financial industry, has dealt with various CFOs and CEOs of large companies to crack large deals and possess excellent communication & networking skills to build strong long term mutually beneficial relationships.
He holds a Bachelor's degree in Electronics Engineering from Mumbai University along with a Master's in Marketing Management from the University of Mumbai.
Insurance Calculators
We provide all types of insurance calculators for example.
Financial Calculators
We provide all types of financial calculators for example.