Some days, managing money feels more exhausting than the work we do to earn it.
Between long working hours, rising more info expenses, family responsibilities, and constant uncertainty about the future, financial planning often gets pushed aside—not because it’s unimportant, but because it feels overwhelming.
That’s where My Samruddhi Investwise Private Limited, Navi Mumbai quietly steps in—not with complicated jargon or pressure, but with structure, clarity, and long-term support.
When Financial Decisions Feel DrainingIf you’ve ever thought:
“I know I should invest, but I don’t know where to start.”
“I’m earning, but I don’t feel financially secure.”
“I don’t have the energy to track markets or understand products.”
You’re not alone.
At My Samruddhi Investwise Pvt. Ltd., the focus isn’t on chasing trends—it’s on making your financial life simpler, calmer, and more organised.
With 45+ years of shared financial expertise and leadership from CA Paresh Tapiawala, the team helps individuals and families move from confusion to confidence, one step at a time.
A Financial Partner That Understands Real LifeMy Samruddhi Investwise is an AMFI-registered Mutual Fund Distributor based in Navi Mumbai and has a branch in Ghatkopar, Mumbai. Offering complete financial planning and wealth management services under one roof.
Their mission is simple but powerful: to help 10,000 families live a “Happy Rich Life”—not just rich in money, but rich in peace of mind.
Financial Services Designed for all Families. Mutual Funds – Simple, Structured, Long-TermInstead of overwhelming you with choices, My Samruddhi Group focuses on mutual fund solutions aligned to your goals, risk comfort, and life stage. The aim is steady wealth creation—without constant monitoring or stress.
Systematic Investment Plans (SIP) – Because Discipline Is Easier Than TimingWhen markets feel unpredictable and energy is low, SIPs offer relief.
With SIPs, you:
invest small amounts regularly
avoid timing the market
benefit from compounding over time
reduce emotional decision-making
It’s a calmer, more sustainable way to grow wealth.
Financial Structure – Putting Everything in OrderOne of the biggest sources of stress is financial chaos.
My Samruddhi Group helps organise:
income and expenses
emergency funds
investments and insurance
loans and liabilities
future goals and retirement plans
A clear financial structure means fewer worries and better sleep.
Wealth Protection & Estate PlanningWhen life already feels heavy, uncertainty about family security can add more stress.
Through insurance planning, wills, and estate solutions, My Samruddhi Group helps ensure your loved ones are protected—no matter what.
Alternative Investments (Handled Carefully)For those who want diversification, options like AIFs, MLDs, and invoice discounting are offered—but always as part of a larger, balanced plan. Nothing forced. Nothing rushed.
Financial Education That Respects Mental BandwidthMy Samruddhi’s Financial Education Workshops (FEw) are built for real people—not finance experts.
For Students
Because it’s better to learn early than struggle later.
For Working Professionals
Because financial stress affects focus, productivity, and mental health.
These workshops break down money concepts into clear, practical, usable ideas—no overload.
25+ workshops | 800+ lives impacted
Why People Choose My Samruddhi Investwise Pvt. Ltd.Because when you’re tired, you don’t want:
pressure
confusion
short-term promises
You want:
trust
clarity
consistency
someone who stays with you long-term
That’s the My Samruddhi Group difference.
Your Personal Finance Expert in Navi Mumbai—When You Need Simplicity, Not StressYou don’t need to have everything figured out.
You just need the right partner to help you move forward—slowly, steadily, confidently.
Sanpada, Navi Mumbai
Ghatkopar, Mumbai
+91 76661 11820
mysamruddhi.in [email protected]