We Specialise in providing in providing wholesome financial plan at all stages of your life
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About Wealth Sampann
Started in 2025 with a sole objective of empowering and educating common people leading to long term wealth creation in simplistic manner.
Professional & Clear:
Our mission is to empower clients to build lasting wealth through financial education, product awareness, and hands-on experience with the power of compounding to create generational prosperity.
Conversational & Engaging:
We began our journey in January 2025 with a simple goal — to help people understand money better. From learning how to build wealth and exploring financial products to witnessing the real power of compounding, we aim to guide you toward creating generational wealth.
Inspirational & Vision-Driven:
Since January 2025, we’ve been dedicated to transforming financial awareness into lifelong prosperity. Our focus is on educating clients, increasing understanding of financial products, and demonstrating how compounding can turn smart investments into generational wealth.
Pranav Khandalkar
Managing Director
125 Active Clients
50 Cr+ AUM
In First Year of inception
Our Services
We provide end-to-end financial solutions including Mutual Funds, Portfolio Management Services, and Insurance. Our goal is to help clients build, manage, and protect their wealth through expert guidance, personalized strategies, and transparent advice for long-term financial growth.
Mutual Funds
A mutual fund pools money from multiple investors to invest in assets like stocks, bonds, and gold, managed by a professional fund manager. The profits or losses are shared among investors based on their contribution.
Insurance
An insurance policy is a contract where the insurer provides financial protection against specific losses in exchange for regular premium payments. It operates on the principle of risk sharing, pooling premiums from many to cover the losses of a few.
Portfolio Management Services offer personalized investment management for high-net-worth individuals, where a professional crafts and manages a custom portfolio aligned with the client’s goals and risk profile.
Portfolio Management Services
"We don't have to be smarter than the rest. We have to be more disciplined than the rest"
- Warren Buffett
+91 9987 75967
pranav.khandalkar@wealth-sampann.in
