BUILD
CLARITY
CONFIDENCE & GROWTH FOR LIFE
Helping individuals and families create personalized, goal-based financial plans that bring clarity, confidence, and long-term financial security.
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Process
How It Works
Create a clear, personalized roadmap to achieve your financial goals with confidence.
Financial Goal Planning
Plan Your Life Goals With Clarity
From wealth creation to retirement, we help you create a clear roadmap for every milestone in your financial journey.
Comprehensive Financial Planning
Create a clear roadmap aligned with your life goals — from wealth creation to retirement readiness.
Goal-Based Investing
Plan and invest smartly for major life events such as children’s education, marriage, or future milestones.
Children’s Future Planning
Build the ideal corpus for your children’s education and life aspirations with disciplined planning.
Tax-Efficient Investment Planning
Ensure your money works smarter with optimized tax-saving strategies tailored to your profile.
Retirement Freedom Planning
Secure a worry-free retirement with long-term wealth creation and steady income strategies.
Smart Wealth Creation
Invest intelligently through diversified, risk-aligned strategies designed for long-term growth.
Insurance & Protection Planning
Safeguard your family’s future with the right life and health protection strategies.
Mobile App
Your Wealth. One App. Total Control.
Manage your investments, track your portfolio, and stay financially informed through our easy-to-use mobile app — designed to support your financial journey every step of the way.
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Explore Mutual Funds
Fund Performers
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Power Of Sip
Systematic Investment Plan
Monthly investment (₹)
Time period (Year)
Expected Return (%)
Testimonials
What Our Clients Say
Hear from those who have transformed their financial futures with us.
I finally feel confident about my financial future. The personalized guidance and consistent support have been exceptional.
Meenal Kapoor
Entrepreneur
The financial planning approach is extremely structured and transparent. Sampy Roy guided me with patience and made investing completely stress-free.
Vikram Sethi
IT Consultant
SAMPY ROY INVESTMENTS has helped me organize my finances with absolute clarity. Their advice is practical, trustworthy, and tailored to my goals.
Anita Deshpande
Senior HR Manager
Different Funds
Choose the Right Fund for Smarter Growth
With the same monthly investment, results can vary significantly. Compare fund categories side by side and understand how the right choice can help you grow your wealth more efficiently.
Saving Account
₹ 6,90,750
(with 3% return)
Fixed Deposit
₹ 8,23,494
(with 6% return)
Gold
₹ 9,74,828
(with 9% return)
Mutual Fund
₹ 13,10,457
(with 14% return)
If you build a personalized plan with a certified Mutual Fund Distributor (MFD), your expected returns could reach up to 14% annually turning ₹5,000/month into nearly ₹13,10,457 in 10 years.
*Returns are market-linked and not guaranteed.
Latest News
Updates & Insights
FAQs
Frequently Asked Questions
Find answers to common questions about our services and process.
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