How it works
A plan built around you, not a product.
Three conversations. One clear plan. Ongoing support that doesn't stop after the first transaction.
- 1
Discovery
We start with your goals, income, family, and comfort with risk, not a sales pitch.
- 2
Building your plan
A structured mix of mutual funds, SIPs, and insurance mapped to your goals and timeline.
- 3
Execution
We handle the paperwork on the NJ Wealth platform, so getting started is simple.
- 4
Ongoing tracking
Your portfolio is reviewed continuously, flagged the moment something needs attention.
- 5
Regular check ins
Quarterly conversations to revisit goals and adjust as life changes.
The trust behind it
SampadaSarathi operates as an AMFI registered mutual fund and insurance distributor, ARN 357884, verifiable on AMFI's website. Our guidance is built into the products you invest in, never a hidden fee. Full breakdown on our Commission Disclosure page.