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

Compass Financial Partners provides an integrated and open architecture approach to investing and financial planning. Our aim at Compass Financial Partners is to create “Bespoke Portfolio” for each client that define their life goals and risk appetite. We accomplish this by understanding the client’s risk taking ability and return expectations. Our endeavor is to always keep our client’s portfolio and risk at their comfortable sleeping point. Our philosophy of open architecture ensures transparent and unbiased advice to the clients. Our relationships are based upon trust, openness, and confidentiality, and we delight in being accessible and helpful. Our goal is to be a trusted family advisor to our clients.

  • Vision Statement :- To be a trusted Financial Advisor to our clients.


Comapany Head Based on the firm foundation of trust Sameer S Rana has established himself as a senior banker and private wealth manager for more than 10 years. He has a total work experience of 16 years. He had successful stint with renowned financial institutions like ICICI Bank ltd, Citi Wealth Advisors and Alchemy Capital. In his role he has handled investments of Corporate, Ultra HNIs, Trusts and Family offices. He has a solid track record of attracting new investments for his firms and some of his deals have become new benchmark in his previous organisations. In his last role he was managing >400 Crores of Assets under management. His wealth of experience and expertise combined with passion offers his clients- discipline, integrity and value.
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.

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