Welcome to Dhan Samriddhi
Empowering Families to Secure Their Future
Dhan Samriddhi is a dedicated wealth-tech platform designed specifically for young families and parents in India. Our goal is to simplify the complexities of wealth creation, ensuring that every family can build a robust financial foundation for their children and themselves.
The Gap
20 years of missed compounding due to lack of financial education.
The Realization
Biased advice and unsuitable products like ULIPs eroded value.
The Solution
Dhan Samriddhi: Unbiased, transparent, and family-first.
Our Story: Born from Experience
The inspiration for Dhan Samriddhi stems from a personal journey of missed opportunities. Our founder spent nearly two decades in the corporate world without receiving proper financial education, only making a first investment in 2019. Unfortunately, due to a lack of knowledge and biased advice from traditional bank advisors, those initial steps resulted in investing in unsuitable products like ULIPs.
This experience highlighted a critical gap: the loss of 20 years of compounding and the prevalence of sales tactics that prioritize commissions over client needs. Dhan Samriddhi was founded to ensure that other young parents and youngsters do not make the same mistakes, providing them with the tools to start their investment journeys early and with confidence.
Our Mission and Vision
We are on a mission to increase financial literacy in India. We strive to help families understand the vital importance of wealth management through an unbiased perspective.
Identify
Your unique risk profile and financial goals
Guide
Making the wisest investment decisions for domestic/international education, weddings, or retirement
Secure
Your family's future with a robust financial foundation
What We Offer
Dhan Samriddhi provides a comprehensive suite of tools and products designed for the modern family:
Family-Centric Wealth Management
Use our Family Tree feature to manage investments for your spouse, parents, and children under a single account, eliminating the need for multiple logins.
A Holistic Wealth Dashboard
Gain a clear view of your family’s net worth by consolidating all investments—even those made on other platforms—into one place.
AI-Powered Guidance
Benefit from AI Advisory at Scale for curated strategies. Interact with Samaira AI to answer queries about your portfolio or concepts like PE ratios and NAV.
Gamified Learning
Education should be engaging. Enjoy dynamic quizzes, certification programs, and a leadership board where you can earn points and redeem them through our brand partners.
Diverse Asset Classes
Access a wide range of investment options, including Mutual Funds, Fixed Deposits, Bonds, Digital Gold, and specialized schemes like Sukanya Samriddhi.
Note: Some Financial Assets are yet to be live on the platform