• User Name Sameer S Rana
  • Mobile No+91 98201 25695
  • User NameYogita Rana
  • Mobile No+91 98209 25695
  • compass
  • compass
  • compass
  • compass

Latest News

About Us - Who We Are

Compass Financial Partners is born out of a desire to offer well researched solutions that can help you take the right decisions in your life, centred on wealth creation, preservation and sharing it with your next generation.

This requires understanding your stated and unstated goals, visualizing multiple challenges, showcasing various alternatives and identifying the solutions that best suit you. Our team’s rich experience spanning over twenty years and across several market cycles can be of great help to you in distinguishing what works and what may not. This is to ensure that your Life Goals are reached in the fastest and smoothest manner possible, with a single trusted partner – COMPASS FINANCIAL PARTNERS.

  • Vision Statement : To be a Reliable and Global Trusted Partner, Catering to Resident and Non Resident Indians, helping them reach their Financials and Other Goals through Investment Opportunities in India & Abroad.


Comapany Head Mr. Sameer S Rana has established himself as a seasoned banker and private wealth manager for more than 17 years. With a carreer spanning more than 20 years, he has had successful stint with renowned financial institutions like ICICI Bank ltd, Citibank N.A. Royal, Bank of Scotland and ASK Group.

His wealth of experience and expertise combined with Passion and Trust offers his clients- discipline, integrity & value. He has handled investments of more than Rs 675 crs across Ultra HNIs, NRIs, Corporate, Trusts and Family offices, having handled clients for needs ranging from Investments, Lending, Credit Solutions, Cross Border Structures and Wealth Planning and Preservation. With a solid track record of attracting new investments for his firms, some of his deals have become new benchmark in his previous organisations.

Mr.Rana holds PGMBA Degree in Marketing and Finance from Mumbai Education Trust and he is currently pursuing Chartered Wealth Manager from American Academy of Financial Management. He loves the outdoors and likes to travel and meet new people and learn about various cultures. A family man himself, he believes in delivering what he promises.

Sameer S Rana holds Bachelor’s degree in commerce from Jai Hind College- Mumbai, EMBA degree from Narsee Monjee Institute of Management Studies - Mumbai and he is currently pursuing Chartered Wealth Manager from American Academy of Financial Management.

© 2015 Compass Financial Partners. all right reserve. Design & Developed By Yew Technologies