Kolkata: Samudra Basu, a Chartered Accountant with a distinguished career spanning companies like ACC, Tata Cummins, IBM, and Siemens, transitioned from corporate life to wealth management in search of a more meaningful and independent journey. Inspired by his experience as an investor since 2001 and his association with NJ Wealth, Samudra ventured into mutual fund distribution, driven by a desire to help others build and manage wealth effectively. His decision to join NJ Wealth was fuelled by the platform’s innovative tools and technology, which provided the perfect foundation to realize his vision of creating financial legacies.
Samudra officially established his firm, Spin Track Financial Services, in 2015. Today, he manages an impressive ₹100 crore AUM with a SIP book of ₹80 lakh and a dedicated client base of 380—all managed seamlessly online through NJ Wealth’s E-Wealth platform.
Reflecting on his decision to join NJ Wealth, Samudra shares, “The platform’s cutting-edge technology and comprehensive reporting system were far ahead of their time. They gave me the confidence to build a sustainable and scalable wealth management practice.” Tools like NJ Assist and NJCRM have helped him streamline operations, allowing him to focus on personalized client relationships and long-term wealth building.
Samudra emphasizes the shift in investor behaviour over the years. “Ten years ago, SIPs were a concept I had to explain; today, clients ask for them. It’s a testament to growing financial awareness and the trust we’ve built.” His focus on understanding clients’ long-term goals rather than merely selling products has set him apart.
A cornerstone of his success has been the unwavering support of NJ Wealth. “NJ Wealth isn’t just a platform; it’s an ecosystem that empowers distributors like me to grow while helping clients achieve their financial goals,” he says.
For Samudra, the journey has been one of trust—earning it, building on it, and transforming lives through it. “Wealth management isn’t just about numbers; it’s about trust and relationships,” he concludes.
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