About Us

Know who we are

Founded in 2014, Growwealthss has dedicated itself to empowering clients at every stage of their financial journey. We specialize in personalized strategies for wealth accumulation, preservation, and transfer, ensuring our clients not only grow their assets but also create lasting legacies for future generations. With a growing client base of over 500 satisfied clients, our mission is to help people achieve financial freedom, build long-term wealth, and create a legacy for future generations. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India).

We provide comprehensive financial distribution services. Our recommendations are rooted in in-depth expertise across insurance planning, tax optimization, and mutual fund investments, allowing us to craft personalized financial strategies that align with each client’s unique short-term objectives and long-term aspirations.

Our fundamental mission is to deliver fast-track financial solutions that empower clients to make confident decisions today, while securing a stable, prosperous, and worry-free retirement for the future.

Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.

Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.

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WHY US? SERVICES WE PROVIDE

At Growwealthss, we go beyond conventional financial services—we become your trusted partner in building, preserving, and growing your wealth. Here’s why hundreds of clients choose us:

  • Comprehensive Product Range: Whether you're looking to grow your wealth, protect your family, or plan for retirement, we offer a wide array of solutions including mutual funds, insurance, direct equity, and fixed income products, PMS, AIFs—all under one roof.

  • Tailored Financial Strategies: We understand that every individual’s financial journey is unique. That’s why we provide customized investment plans aligned with your risk profile, goals, and time horizon—whether short-term gains or long-term legacy planning.

  • Right experience and skill: With over 10+ years of experience in financial product distribution, we bring deep insight, proven expertise, and a client-focused approach. Our qualifications and skills allow us to understand your unique financial needs and deliver the right strategies and solutions to help you achieve your goals with confidence.

  • Goal-Oriented Approach: From wealth accumulation to retirement planning and everything in between, our focus remains on helping you achieve true financial freedom and a secure future for your next generation.

  • Trust & Transparency: With over 500+ satisfied clients since our inception in 2014, we pride ourselves on building long-lasting relationships based on trust, clarity, and consistent performance.

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Our Core Products

If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.

Leaders

The Management Team

Mr. Samir Shah
Mr. Samir Shah Founder
With over two decades of experience in the financial services industry, Samir Shah brings a wealth of knowledge and insight to Growwealthss. His expertise spans across mutual funds, insurance, direct equity, and fixed income products, allowing him to craft well-rounded financial strategies for clients from all walks of life.
Ms. Sanjukta Shah
Ms. Sanjukta Shah Certified Financial Planner
Sanjukta Shah is a Certified Financial Planner with an MBA in Finance, bringing both expertise and empathy to her role at Growwealthss. She helps clients simplify their finances, align their goals, and make smart, informed decisions for a secure financial future. Her goal-oriented approach and clear communication make her a valued partner on every financial journey.
Operations and Support Team
Operations and Support Team
Our Operations and Support Team ensures smooth execution of all client services—from onboarding to transaction processing. With a focus on accuracy, responsiveness, and client satisfaction, they form the backbone of Growwealthss' reliable and seamless experience.

OUR TIMELINE

What began as a vision to simplify finance has grown into a mission to empower lives—one goal, one plan, and one success story at a time.

2000

Samir Shah began his career as a Relationship Manager at RKDSF Private Ltd, where he was responsible for managing and advising the investment portfolios of high-net-worth (HNI) clients with a focus on personalized financial growth strategies.

2006

In 2006, Samir Shah joined Sharekhan as an Advisory Manager, where he managed portfolios of high-net-worth (HNI) clients and led a team of over 10 Relationship Managers, delivering tailored investment solutions and driving client engagement.

2014

In 2014, Samir Shah transitioned from corporate roles to entrepreneurship, establishing his own advisory practice focused on equity, mutual funds, and insurance solutions. His approach is built on the pillars of transparency, trust, and long-term client relationships, aiming to deliver personalized and ethical financial guidance.

2020

In covid, we embraced technology to seamlessly serve clients across India, offering digital access, online planning tools, and real-time portfolio tracking—making the journey toward financial freedom more convenient, transparent, and accessible than ever before.

2023

In 2023, Sanjukta Shah, a Certified Financial Planner (CFP), joined the business—bringing with her a fresh perspective, innovative strategies, and contemporary financial planning strategies. Focusing more towards younger, tech-savvy investors, ensuring Growwealthss evolves with the changing landscape.

2025

Today, we proudly manage the financial well-being of hundreds of families, helping them mitigate risks and achieve financial freedom through a foundation built on trust, transparency, and unwavering confidence.
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We offer our services through personal guidance with each of our clients after understanding their investment needs. Our approach is to enable our clients to understand their investments, know investment products and make proper progress toward achieving their financial needs in life.

Quick Links

Address

148, 2nd Floor,  Raghuleela Mall,
Kandivali West, Mumbai – 400067

Email Us: growwealth.ss@gmail.com

Call Us : 9833016191, 8879363006