COMPANY PROFILE

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Company Profile

CA Paresh Ramesh Tapiawala, Founder & CEO of My Samruddhi having experience of 30 years in the Financial service Industry, has the vision to help people create wealth for life through revolutionary service in the field of personal finance and to work on the pillars of integrity, trust & faith. He has a mission to create a company that can help 10,000 families enjoy the happiest financial life creating a pleasant client experience thereby influencing the community at large. Carrying this vision and mission in mind, he created an organization namely My SamruddhiInvestwise Private Limited which is now rechristened as My Samruddhi Group.

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The prime objective of our company is to meet clients’ expectations and become the most reliable and trustworthy partner for building a financial future through suitable and appropriate investment and insurance products. Being a qualified B.Com and CA having earned a certification of QPFP he has been dealing with asset Classes namely, Equity Mutual Funds, Fixed income Products – Debt Mutual Funds Capital gain Bonds / Tax-free Bonds, Gold, P2P Lending,  AIF, Invoice Discounting, LAMF, Insurance.

He keeps himself updated with current industry trends by attending new seminars and getting trained in various courses in his realm. He at present holds a client base of 400 plus families and a Total AUM of Rs 136 cr in various asset classes (Inclusive of Human Life Value). 

Conversing about his achievements, he has been rewarded with the Gold Club of Bajaj Allianz Life Insurance Award. His 20 years of rich experience in the field of capital market & investment research transformed into 2 principles of business.

“Client Comes First, which is the motto of the company.”

“Serving the Clients with Integrity”

Our Mission

The mission is to create a company that can help 10,000 families enjoy happiest financial life creating the pleasant client experience thereby influencing the community at large.

Our Vision

To become one the best the company providing all kinds of financial products & services there by helping investors to create wealth for financial security & stability.