Our Team

"Our Advisors have a moral compass that always points in the right direction"

Indy Samra

Private Wealth Advisors

Indy Samra is a Private Wealth Advisor and Financial Market Commentator with Samra Wealth Management, a member of Advisory Services Network, LLC.  His work with select families and businesses covers a full range of issues related to wealth management, including investment strategy and portfolio construction, trust & estate planning, taxation, philanthropy, exit strategy formation as well as insurance planning.

 

Prior to joining Samra Wealth Management in 2016, Indy was a Financial Advisor with a premier wealth management team with Merrill Lynch, where his practice focused on working with wealthy families. Previously, Indy was a Private Client Banker with J. P. Morgan, where he managed client relationships with affluent and well-known public figures.

 

Indy received a Master of Business Administration from the University of Liverpool.  Indy also earned a Bachelor of Science degree in Finance, and a Bachelor of Arts degree in Economics from California State University, Sacramento.

 

During his free time, Indy and his wife, Dr. Jenan Agnihotri enjoy traveling, skiing, golf, and spending time with their daughters, Sophia and Sonia.  Indy co-Chairs the Punjabi Chamber of Commerce New Jersey Chapter, where his efforts support minority-owned businesses and the mentoring of future generations.  Indy serves on the advisory board of SAVA (The Sikh American Veterans Alliance) and is a board member of One Project, a coalition of faith and community leaders looking to unite people to work as ONE to better the community.  

 

Pooja Chawla is a Private Wealth Advisor with Samra Wealth Management, a member of Advisory Services Network, LLC.  Pooja is dedicated to helping her clients develop financial and investment strategies that line up with their needs, goals and risk tolerance. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, Pooja can help. Pooja’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.

 

Prior to joining Samra Wealth Management in 2019, Pooja worked in the Investment and Banking Industry for over 15 years. Her career has spanned with Wells Fargo & Company over 10 years, through Wells Fargo Advisors and Wells Fargo - The Private Bank, Morgan Stanley & Co, and Third Federal Bank (through mergers, now BB&T). 

 

Pooja received a Bachelor of Business Administration degree from Temple University – Fox School of Business & Management, with concentrations in Finance and Real Estate.

 

During her free time, Pooja is a foodie who enjoys traveling and cooking. 

  • Twitter
  • Facebook
  • LinkedIn
  • Yelp

Disclosures                      Site Map                      Security                      Careers

 

                                           Corporate Governance                                 Locations                                Equal Opportunity Employer

© 2020 by SAMRA WEALTH MANAGEMENT, A Member of Advisory Services Network, LLC.