Financial Coaching & Wealth Services · Chennai
Unclear goals, scattered investments, insurance gaps, business and personal money mixed together. Samriddhi Wealth Creation helps individuals, families and business owners move from financial confusion to financial clarity, make informed money decisions and build long-term wealth.
Sound familiar?
The challengeIncome comes in, expenses go out, and goals like a home, children’s education or retirement stay unclear.
How Samriddhi helpsA personalised plan that prioritises your goals, builds an emergency fund and protects your family.
The challengeScattered investments, insurance you are unsure about, and money habits that are hard to change.
How Samriddhi helpsRisk-profiled, goal-based investing and Mind Money Mastery™ to strengthen financial discipline.
The challengeBusiness and personal money mixed together, cash flow pressure, and little wealth built outside the business.
How Samriddhi helpsBusiness Financial Clarity: cash flow mapping, money separation, protection review and personal wealth goals.
About Us
Samriddhi Wealth Creation is a Chennai-based financial coaching and wealth services firm founded by Mohan Kumar. We help individuals, families and business owners gain financial clarity, strengthen money habits and make informed financial decisions.
Our services include financial planning, mutual fund investments, insurance and risk protection, business financial clarity and corporate financial well-being programs. Through Mind Money Mastery™ and Let’s Talk Money™, we combine financial education with reflection and practical action.
To build a financially confident community where individuals, families and business owners make thoughtful money decisions, protect what matters and work towards lasting wealth.
To help people move from financial confusion to financial clarity through personalised coaching, practical education, structured planning and ongoing support.
Our Services
From personal financial planning to workshops for your whole team, every service starts with understanding your situation and goals.
Bring clarity to your finances with a personalised plan for your family’s needs, life goals and future commitments.
Build a disciplined investment approach aligned with your goals, time horizon and comfort with risk.
Identify protection gaps and explore suitable insurance for your family, health and business responsibilities.
Understand how your money habits and decision patterns influence your financial life, and develop greater clarity and discipline.
Participate in practical, interactive conversations about money, financial goals and everyday decisions with fellow participants.
Help business owners identify financial blind spots, strengthen cash flow discipline and plan personal wealth beyond the business.
Help employees understand their finances, strengthen money habits and make more informed financial decisions through engaging learning sessions.
Book a Financial Clarity Discussion. We will understand your situation and suggest the services that fit your goals.
Call 93457 33225Why Choose Us
Financial coaching combined with planning, investment and insurance services, so learning turns into action.
Guidance shaped around individuals, families, professionals and business owners, not one-size-fits-all products.
Assessment, personalised scorecards, one-to-one discussions and interactive learning focused on money habits.
Practical financial conversations, workbook activities and peer learning with clear next steps.
Support for cash flow discipline and building personal wealth beyond the business.
Sessions and workshops available in English and Tamil, for individuals and corporate teams.
Gallery
Moments from our financial awareness sessions, workshops and group discussions.
Testimonials
Visit our Google Business Profile to read client reviews and share your own feedback after your session with Samriddhi Wealth Creation.
FAQ
Have a question that is not listed here? Call us or send an enquiry and we will get back to you.
We offer financial planning and goal setting, mutual fund investments, insurance and risk protection, Mind Money Mastery™, Let’s Talk Money™, business financial clarity and corporate financial well-being programs.
We work with individuals, families, salaried professionals and business owners, and we conduct financial well-being programs for organisations and their employees.
It is a first conversation to understand your current financial situation, goals and concerns, so we can suggest which of our services may be relevant for you. Use the enquiry form or call us to book a time.
Mind Money Mastery™ helps you understand how your money habits and decision patterns influence your financial life. It includes a money mindset assessment, a personalised financial behaviour scorecard, a one-to-one discussion, an interactive workshop and action and reinforcement support.
Let’s Talk Money™ sessions are facilitated, practical conversations about money, goals and everyday decisions, with workbook activities, peer learning and clear next steps.
No. We focus on clarity, discipline and informed decisions, not on promising outcomes. Mutual fund investments are subject to market risks; please read all scheme related documents carefully before investing.
Sessions are available in English and Tamil.
Our office is at No 12, Ground Floor, Vadivelu Mudali St, Venkatapuram, Ambattur, Chennai 600053. We are available Monday to Friday, 10:00 am to 5:30 pm.
Contact
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