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About Us

SSFS

About the company

Shree Samarth Financial Services (SSFS) helps individuals to achieve their personal, professional, and financial goals. SSFS provides comprehensive financial plan and helps in its implementation, monitoring and tracking.

Company History
Established on 6th February 2008, Shree Samarth Financial Services is located at Vile Parle (East). So far it has made over eighty families happy by helping them having a Comprehensive Financial Plan to achieve their Personal, Professional, and Financial Goals. Once the initial plan is made, it is discussed with Client. It is further fine tuned as per the discussion finding. After it is agreed, it is implmented. SSFS then makes two reviews in a year so as to track the progress and make fine tuning, if needed.

Services Provided
Shree Samarth Financial Services provides services to individuals to achieve their financial goals. This indirectly helps them achieve their personal and professional goals as well.

SSFS Services
SSFS provides following two services to an individual.

Comprehensive Financial Planning
This service carries out all activities of Financial Planning. Fourth step, that is, Develop a Financial Plan, is carried out at length. Fully developed plan is then explained to the Client to know his opinion and acceptance. Suggestion if any is noted to modify the plan which is then finalized as an initial version. This version forms a Base for subsequent future reviews.

Modular Planning
In case Client needs services to a particular area of Financial Planning, it is available as a Module. Such service can be for any one or more of the following areas.

  1. Insurance Planning (Health, Life)
  2. Retrirement Income Planning
  3. Education Fund Planning (For Self or/and Children)
  4. Marriage Fund Planning (For Children)

Service Components
Depending on the data analysis, Client's need, current Networth, required future Networth, and Client's Risk Profile, one or more of following areas are suggested and necessary service is provided, as per Client's acceptance.

  1. Health Insurance (including Senior Citizens)
  2. Life Insurance
  3. Fixed Deposits
  4. Mutual Funds (Equity, Debt, Liquid, Money Market etc)
  5. Direct Equity / Derivatives
  6. Loan (Home, Car, Against Securities)


TEN KEY QUESTIONS

What experience do you have?
After working for twenty-five years in Information Technology (IT) Industry with last position held as Director in a Canadian MNC, on 6th February 2008 I founded Shree Samarth Financial Services (SSFS), which became operational from 1st June 2009. Since then, I am in Financial Planning Service. From August 2010 onwards, I am providing Financial Life Planning Service to over 225 families, where Planning is not limited to Financial goals but focuses on how to create a beautiful and easy life. I am a Life Member of Computer Society of India (CSI) from 1984 and was on their Management Committee of Mumbai Chapter from April 1997 until March 2017 and continues with my Honorary work as Corporate Social Responsibility.

What are your qualifications?
My qualifications are Registered Financial Consultant (RFC, from International Association of Registered Financial Consultants – IARFC, USA), Award in Financial Planning from Chartered Insurance Institute (CII-UK). For my professional work, I am AMFI certified MF Distributor, IRDA certified Insurance Advisor. I get regular updates from all Mutual Fund Companies (AMC). I am also associated with Network FP, which is Pan India association of Financial Advisors. This group shares current changes, developments in financial planning field.

What financial planning services do you offer?
I provide Financial Life Planning Services, which is a six steps process as per Financial Planning Standards Board (FPSB) and IARFC. I offer following Products or Services as part of Financial Life Planning.

  • Conduct Financial Awareness Programs for Corporates and group of individuals
  • Financial Life Planning, counselling, recommendations and implementation
  • Various activities as part of Life Planning, which will need interaction with me on regular basis. This interaction will be as per our mutual convenience. Activities take about a week’s time to six months. We will not take all activities together, and I select them as per your current situation and how you want your life to be. These activities provide insight and vision, which you will appreciate once you start it.
  • Life Insurance and Pension Plans
  • National Pension Scheme (NPS)
  • Health Insurance, Personal Accident Protection Plans, and Critical Illness Cover
  • Mutual Funds. I offer paperless transactions service using BSE Star platform for Banks that are compliant with this platform.
  • Opening of Dmat Account and investment in Direct Equity
  • Corporate FD, Bonds, NCD, Debentures (As per availability)
  • Capital Gains Tax Bonds (54EC) and other income tax savings schemes
  • My own Mobile Application helps you review your Wealth Portfolio anytime, anywhere. This is a Cloud based application. Data from my advisory is automatically uploaded, whereas other details are collected and manually uploaded by back-office Team.
  • Reiki Service, and various Healing, Relaxation techniques, Counselling, where needed, to help you come out of turbulent situation. (I am a Reiki Master, practicing Reiki since 2009).
  • Under a separate entity The Great Factory, I provide services as InnerMost Shift Coach (Life Coach). This makes Financial Life Planning as a Complete Service.



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