Swaraj Wealth- A Financial Solution Provider

Founded in 2004, Swaraj Wealth Management is a proven financial solution provider who has redefined the way people used to invest and save.

We offer wealth management services, aimed at wealth building and risk management. As a financial solution provider, our aim is to bridge the gap between the future risks and goals via financial planning.

We are a customer-centric organization and our philosophy is customer first. We are solution providers and not just product sellers. We analyze customer's financial needs and propose them a solution based on their financial goals and risk appetite.

Our Range of Financial Services

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Mutual Funds

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Life Insurance

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Health Insurance

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Other Services

Mutual Fund Research - Most advanced tools for decision making

Top Performing Mutual Funds

Scheme Name 1 Year Return(%) 3 Years Return(%) 5 Years Return(%)
Parag Parikh Long Term Equity Fund - Reg... 9.06 10.69 12.33
Canara Robeco Equity Diversified Fund - ... 11.23 10.47 9.77
JM Multicap Fund - Growth option... 17.48 10.31 12.44
Edelweiss Multi-Cap Fund - Regular Plan ... 7.08 9.96 -
Kotak Standard Multicap Fund - Growth... 10.23 9.54 12.7

Top Performing Systematic Investment Plan

Scheme Name Invested Amount Current Value Return(%)
JM Multicap Fund - Growth option... 180000 237437.52 11.36
Parag Parikh Long Term Equity Fund - Reg... 180000 233028.13 10.58
DSP Equity Fund - Regular Plan - Growth... 180000 231144.84 10.24
Kotak Standard Multicap Fund - Growth... 180000 229523.63 9.95
SBI Magnum Multicap Fund - Regular Plan ... 180000 227732.91 9.63

Top Mutual Funds in India - Lump sum returns

Scheme Name Invested Amount Current Value Annualized Return (%)
Axis Multicap Fund - Regular Plan - Grow... 10000 12038.84 20.39
JM Multicap Fund - Growth option... 10000 11748.21 17.48
DSP Equity Fund - Regular Plan - Growth... 10000 11702.33 17.02
LIC MF Multicap Fund-Regular Plan-Growth... 10000 11212.79 12.13
SBI Magnum Multicap Fund - Regular Plan ... 10000 11169.42 11.69

It is time to plan and reach your goals!

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