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.