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ABOUT US
Who We Are - Samriddh Bharat Fintech Private Limited
Samriddh Bharat is India's Financial Operating System (FinOS), built to simplify every financial decision for every household.
We are creating a unified digital ecosystem where individuals and families can access investments, insurance, loans, taxation, estate planning, and other essential financial services through one intelligent platform.
Our AI-powered technology transforms complex financial choices into simple, personalized journeys, enabling users to protect their families, build wealth, achieve life goals, and create lasting financial security.
Beyond serving individuals, Samriddh Bharat empowers financial professionals, institutions, and partners with a modern digital platform that enhances productivity, improves customer experience, and expands financial inclusion across Bharat.
We are not just building another fintech platform—we are building the financial infrastructure for a stronger, safer, and more prosperous India.
Our Stats
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Years of Experience
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Families Covered
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Why Choose Us
Why Samriddh Bharat
A platform designed to make financial guidance more practical, connected, and accessible.
Smart technology + Human support
Goal-focused approach
All services in one platform
Built for Bharat
Strong partner network (CAs & IFAs)
About Us
Our Mission, Vision & Values
Discover what drives us forward — our mission to empower, our vision for the future, and the values that define every step we take.
Mission
To make every Indian household financially secure, prosperous, and self-reliant by delivering simple, intelligent, and accessible financial solutions through technology. हर घर सुरक्षित Protect every family against financial uncertainties. हर घर समृद्ध Enable every household to build long-term wealth and prosperity. हर घर आत्मनिर्भर Empower every individual to make confident financial decisions and achieve financial independence.
Vision
To become India's Financial Backbone for Every Household. By 2030, we aspire to empower 1 Crore Indians through a trusted Financial Operating System that transforms how Bharat protects, grows, manages, and transfers wealth across generations.
Values
🤝 Trust First
Every recommendation, product, and interaction is built on transparency, integrity, and long-term relationships.
💡 Simplicity
We make complex financial decisions easy to understand and effortless to execute.
🚀 Innovation
We leverage Artificial Intelligence, automation, and technology to continuously improve financial experiences.
👨👩👧👦 Customer Centricity
Every feature, service, and innovation begins with one question: How does this improve our customer's life?
🌏 Financial Inclusion
We are committed to bringing quality financial services to every Indian, especially across Tier 2, Tier 3, and rural Bharat.
📈 Sustainable Prosperity
Our focus is not on selling products but on helping families build lasting financial security and generational prosperity.
Team
Meet Our Expert Leadership
Our team of financial and technology professionals is dedicated to helping clients grow, protect, and manage their wealth with confidence and care.
Sushila Sarkar
Chief Business Officer
Sushila Sarkar serves as the Chief Business Officer (CBO) at Samriddh Bharat, leading the company's business growth, strategic partnerships, sales, and marketing initiatives. She is responsible for driving customer acquisition, expanding partner networks, strengthening brand presence, and accelerating business expansion across India.
Working closely with the leadership team, she develops growth strategies, builds high-impact collaborations, and ensures the successful execution of the company's go-to-market initiatives. Her focus is on creating sustainable business growth while delivering exceptional value to customers and partners.
With a strong commitment to innovation, collaboration, and customer-centric growth, Sushila plays a pivotal role in advancing Samriddh Bharat's vision of becoming India's Financial Operating System and India's Financial Backbone for Every Household.
Anand Garg
Founder & CEO
Anand Garg is the Founder & CEO of Samriddh Bharat, India's Financial Operating System, with over 25 years of experience in the financial services industry. His vision is to make quality financial solutions accessible, affordable, and simple for every Indian household.
Anand is an MBA in Financial Planning & Insurance, a proud MDRT (USA) and CII (UK) member, and has been recognised as one of India's Most Admired Financial Advisors and India's Promising Brand Leader. Throughout his career, he has helped thousands of families strengthen their financial security while building trusted relationships across the industry.
Driven by the mission "हर घर सुरक्षित, हर घर समृद्ध, हर घर आत्मनिर्भर," he is leading Samriddh Bharat towards becoming India's Financial Backbone for Every Household.
Preeti Garg
Co-Founder & Director
Preeti Garg is the Co-Founder & Director of Samriddh Bharat and brings extensive experience in financial services, customer relationship management, and business operations. She holds an MBA in Financial Planning & Insurance and is passionate about making quality financial solutions accessible to every Indian household.
She plays a key role in driving strategic initiatives, strengthening customer experience, streamlining operations, and building long-term relationships with clients and partners. Her leadership focuses on creating a culture of trust, innovation, and service excellence across the organisation.
Together with the founding team, she is committed to the mission of "हर घर सुरक्षित, हर घर समृद्ध, हर घर आत्मनिर्भर" and to building India's Financial Backbone for Every Household.
For CAs, IFAs & Financial Professionals
Expand your services - Improve client engagement - Earn recurring income
Ready to take control of your financial future?
Contact us today to learn more about our expert financial planning services and to schedule a consultation with one of our experienced planners.