About Us

Samarth Wealth is a fast growing company offering services in Wealth Management and Financial Planning. Our strength lies in strong knowledge, vast experience and ethics which ensure best quality for our clients.Our Core philosophy is ‘Growth is Everything’ .We believe that our growth lies in the client’s growth and prosperity. Hence, our business is led by creativity, entrepreneurship and all of our efforts are directed into providing growth to the client. We grow because we make our clients grow and prosper.We believe in educating our clients and making them financially aware of their investments and enable them in better decision making.We strive to provide our clients with the best possible financial solutions to help them achieve their goals and dreams. Currently we cater to over 400 clients and our clientele include CXOs, Presidents and Directors of many listed and private companies.

PRIVACY POLICY

CONSENT

By using our website, you hereby consent to our privacy policy and agree to its terms & conditions AND terms of service / terms of use of our products and services offered along with the disclaimers. 

If you require any more information or have any questions about our privacy policy, please feel free to contact us.

We consider the privacy of our visitors to be extremely important. This privacy policy document describes in detail the types of personal information is collected and recorded by us how we use it.

Access to this web site is a confirmation that you understand and agree to be bound by all of the terms and conditions.

This privacy policy sets out how we use and protects any information that you share when you use this website and our services.

We are committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement. We take the protection and proper use of your personal information seriously and are committed to protecting your personal information in our possession.

WE MAY COLLECT THE FOLLOWING INFORMATION:

Name and contact details.

Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN).

Demographic information such as gender and income.

Other information that can help us improve our services.

WE MAY REQUIRE THIS INFORMATION FOR THE FOLLOWING REASONS:

- To conduct Know-Your-Customer (KYC) registration as required by SEBI and/or other regulatory bodies.

- To perform compliance checks and keep / maintain internal records.

- To use the information to improve our products and services.

- To periodically send emails to your registered email address about your investments, or other information which we think you may find interesting.

- Your financial information to make investment recommendations, and to execute your investment instructions only.

From time-to-time, we may also use your information to contact you via phone or email for market research purposes.

We will not sell, distribute or lease your personal information to third parties unless we are required to share such information under the terms and conditions of the products and services you avail, or we are required to do so by law.

We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

LOG FILES

Like many other Websites or platforms, makes use of log files. These files merely logs visitors to the site – usually a standard procedure for hosting companies and a part of hosting services’ analytics. The information inside the log files includes internet protocol (IP) addresses, browser type, Internet Service Provider (ISP), date/time stamp, referring/exit pages, and possibly the number of clicks. This information is used to analyze trends, administer the site, track user’s movement around the site, and gather demographic information. IP addresses and other such information are not linked to any information that is personally identifiable.

COOKIES AND WEB BEACONS

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic, or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences. 

We use cookies to store information about visitors’ preferences, to record user-specific information on which pages the site visitor accesses or visits, and to personalize or customize our web page content based upon visitors’ browser type or other information that the visitor sends via their browser.

If you wish to disable cookies, you may do so through your individual browser options. More detailed information about cookie management with specific web browsers can be found at the browsers’ respective websites.

All logos and trademark belong their respective owners and (if any) are displayed on the site or the platform are for information purpose only.

You may consult their listings to find the privacy policy for each of the advertising partners (if any)

These third-party ad servers or ad networks use technologies in their respective advertisements and links that may appear on our site and which are sent directly to the browser. They automatically receive your IP address when this occurs. Other technologies (such as cookies, JavaScript, or Web Beacons) may also be used by our site’s third-party ad networks to measure the effectiveness of their advertising campaigns and/or to personalize the advertising content that you see on the site.

We have no access to or control over these cookies or such activities that are used by third-party advertisers.

THIRD PARTY PRIVACY POLICIES

You should consult the respective privacy policies of these third-party ad servers for more detailed information on their practices as well as for instructions about how to opt-out of certain practices. Our privacy policy does not apply to, and we cannot control the activities of, such other advertisers or web sites or such other third parties.

ONLINE PRIVACY POLICY ONLY

This privacy policy applies only to our online activities and is valid for visitors to our website and regarding information shared and/or collected there. This policy does not apply to any information collected offline or via channels other than this website.

UPDATE

Should we update, amend or make any changes to our privacy policy, those changes will be posted here. This policy is effective from January 1, 2017.

Mutual Funds

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. It is essentially a diversified portfolio of financial instruments - these could be equities, debentures/bonds or money market instruments. The corpus of the fund is then deployed in investment alternatives that help to meet predefined investment objectives. The income earned through these investments and the capital appreciation realised are shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is a suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.

You could make money from a Mutual Fund in three ways:

• Income is earned from dividends declared by Mutual Fund schemes from time to time

• If the fund sells securities that have increased in price, the fund has a capital gain. This is reflected in the price of each unit. When investors sell these units at prices higher than their purchase price, they stand to make a gain

• If fund holdings increase in price but are not sold by the fund manager, the fund's unit price increases. You can then sell your Mutual Fund units for a profit.