Samir has extensive experience in budgeting, investing, life and health insurance, risk management, retirement planning, and tax planning. Throughout his career, he has worked with a diverse group of clients, including high net worth individuals, families, and businesses. In 2015, he set up his own firm - SD Invest & Insure - to help people develop personalised financial strategies. Which will cater to their unique needs and goals. Over the past 8 years, Samir has built relationships with 200+ families. And accumulated a combined asset of more than Rs. 50 Crore. His clientele is spread across India, USA, UK, UAE, Canada, and Australia. And he truly believes in building a global network, giving solutions that hit home.
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