p.9Advisor Desk

Pull up a chair at the advisor desk.

For firms, branches and teams planning to move their client book to SamrddhiLife. Tell us how you work and we will show you the passbook with your kind of clients in it.

Connect with sales

Tell us about your practice and we will set up a walkthrough using your own kind of client book.

What would you like to discuss?
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We reply by email within one working day.

What happens next

  1. We read your note and reply by email.
  2. A 30-minute walkthrough, shaped around your type of practice.
  3. A trial passbook with a sample of your own client sheet imported.
  4. A plan and rollout schedule for your team, if it fits.

Just one advisor?

You do not need to talk to sales. Start the 30-day free trial and your login arrives by email.

Sign up free

Registered office

Samrddhilife Private LimitedP. No. 799/B, In Front of BldgKopri, ThaneMaharashtra, India