About Us
Samp Roy is a Management graduate with over a decade of rich experience in wealth management, dedicated to helping individuals and families achieve lasting financial security. After spending 15years with some of the world’s leading MNC banks and financial institutions, and chose to begin an independent journey as an AMFI-registered Independent Financial Advisor (IFA) for the past 4 years.
Over the past 19 years, I’ve had the privilege of working closely with 150+ HNI families, helping them design, invest, and manage personalized wealth plans aligned with their goals, risk appetite, and time horizon. My approach blends experience with empathy, understanding each client’s unique needs and guiding them towards informed, confident investment decisions.
As your financial planner, my focus is not just on creating returns, but on building clarity, confidence, and long-term trust. I believe in treating every client’s financial goals with the same care and commitment I would give my own.
Let’s work together to build a strong, future-ready portfolio one that grows with you and for you. LETS CONNECT
