Investment Review
A clear-eyed review of your holdings, allocation, and risk.
✦ FINANCIAL GOALS. The art of SAVINGS into Purposeful iNVESTMENTS.
SAMYA Desk
SamyaDesk helps you turn savings into purposeful investments. We begin with understanding your income, expenses, and financial goals, while addressing essential protection needs. Combining quantitative analysis, technology, and human judgment, we support both DIY investors and those seeking disciplined professional assistance. Our focus is simple: understand, save, protect, invest, and grow with purpose.
Goal planning
Goals we help you plan for
RetirementEducationVacationEmergency fundMarriageHome
Calculators
SIP and lumpsum planning tools
See how disciplined investing compounds over time. Adjust the amount and horizon to project your future savings.
- ✓ Start small — SIPs from ₹500/month
- ✓ Goal-based, disciplined investing
- ✓ Track every investment in one app
Returns shown are illustrative, assume 12% p.a., and are not guaranteed.
₹
yrs
Potential value after 7 years₹6,59,895
Invested amount: ₹4,20,000
Services
What we do
Practical, hands-on guidance across every stage of your financial journey.
Fund Selection
Curated funds matched to your goals and time horizon.
SIP Solutions
Disciplined, automated investing plans that compound over time.
Portfolio Reporting
Transparent, regular reporting on performance and progress.
Products
Investment products we offer
A curated set of investment options to match your goals and risk comfort.
Mutual Funds
SIP or lumpsum investment based on your goals.
Fixed Deposits
Bank & Private FDs for stability.
Bonds & Debentures
Fixed income securities for conservative growth
Stocks
Gold Bonds| Pre-IPO| F&O
PMS/AIFs
For HNIs with higher risk appetite
Insurance - Term & Health
To secure your family’s future & protect your savings
About the app
Backed by the Wealthy App
Your investments are managed via the Wealthy App, a SEBI-registered, secure, and trusted investment platform used by over 1,50,000+ investors.
₹6000 Cr AUM
40+ offices across India
1,50,000+ investors
SEBI Registration Certificate
Real-time portfolio tracking AI Powered
Add & manage family portfolios
Track external portfolios
Get in touch
Start a conversation
Share your details and SAMYA Desk will reach out to help you plan your next step.
