Take control of your life
because the best is yet to come
together the big picture.
Does financial planning seem
Complex and intimidating?
It doesn't have to be. We work with you
to simplify the process of planning your finances and investments,
making your money work for you while you sleep.
It’s one of the foundational asanas of Yoga
Symbolizing the idea of standing tall and independent
Like a mountain
We’re neutral and independent
a zero-commission financial planner with no
association to any financial product companies
We are advisors,
not distributors
So there is absolutely no commission or conflict of interest embedded in our advice.
All our financial advice is provided by a SEBI registered investment adviser. Because we believe in delivering what’s right for you.
We’re accredited
We’re committed
Financial planning is not a one-time activity. It is a continuous process. At Samasthiti, we believe in establishing a long-term relationship with you. We provide comprehensive financial planning services including execution support.
We offer a fresh approach to financial planning – a single platform for onboarding, advising, execution and monitoring.
Let’s build the life you want
What do we do?
Looking within
We work with you to
evaluate your financial
health by taking a look at
your current investments
and long-term goals.
Setting goals
As we get to know you better,
we help you set your financial
goals and draw up a detailed
action plan so that you are on
track to achieving your goals.
Executing plans
A financial plan is
impactful but only if you
execute it. We work closely
with you to bring your
financial plan to fruition.
Staying prepared
Life is full of uncertainties. We
help you stay prepared by
insuring you against different
risks, and making insurance a
critical component of your
financial plan.
Monitoring performance
We ensure that your
financial plan evolves over
time based on your
changing needs, market
conditions and other
factors.
Ready?
How do we do it?
With our Core-Satellite Approach, we ensure that your investment portfolio is low-cost, robust and most importantly easy-to-understand Imagine your portfolio in two parts:
The Core
Consisting of long-term index
funds, allowing you
to own high-quality and
diversified range of securities in
the most cost-effective manner
possible
The Satellite
Consisting of active funds
targeting higher market
returns over
the long term
Together, the Core-Satellite Portfolio gives you
- Diversified range of securities in the most cost-effective manner possible
- Lower costs by significantly reducing fund management and transaction costs
- Tax-efficiency by making the most of concessional long-term capital gain taxation
Our Insights
Misconceptions about an RBI special dividend
A nuanced understanding of the NBFC sector
On-shoring offshore funds to India
Modern monetary theory- a resurrection of a failed idea
Social sectors poised to get private debt-capital boost
Raising the caps for lower rated bonds
Structuring a Fund Platform for Financial Inclusion in India
