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    Achieve Financial Success with minimum Rs 500 SIP
    A small amount of Rs 500 saved monthly can get you Rs 35 Lakhs after 30 years !
    Start A SIP - Start the journey of wealth creation
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    Do you have a Goal? We can help you achieve
    Plan and achieve your financial goals by investing in lump sum in the best funds
    selected by our robo advisor !
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    Plan your Retirement early. Retire Rich
    Start investing early in life and plan your retirement when you want and not when you are compelled to!
    We help you retire rich!
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    We have Investment Plans tailor made for You
    Each individual has different life goals.. That is why we have tailor-made investment plans for you.
    Choose the one which suits you and relax!

Tenure Linked Investments

Choosing the right category of funds based on investment horizon is the key to investing success! That's why we have customized plans for your investment needs of 1 day to any period.

Top 100 Funds

Choosing the right and top Mutual Funds is now as easy as 123! You can now select top mutual funds from any category and invest in the one suiting your risk profile and investment needs.

Link Investments to Goals

Linking your old investments to a future financial goal can make a huge difference to your financial life. Give direction to your investments by linking to goals and track them on our portfolio tracker.

Mutual Fund Research - Most advanced tools for decision making

Top Performing Mutual Funds
Scheme Name 1 Year Return(%) 3 Years Return(%) 5 Years Return(%)
DSP BlackRock Natural Resources And New ... 24.85 25.59 23.77
SBI Smal & Midcap - Regular Plan - Growt... 52.02 25.52 36.52
L&T Emerging Businesses Fund - Regular P... 39.62 24.13 -
Reliance Small Cap Fund - Growth Plan - ... 43.56 22.65 35.71
HDFC Small Cap Fund - Regular Growth Pla... 46.67 21.37 24.28
Top Performing Systematic Investment Plan
Scheme Name Invested Amount Current Value Return(%)
Invesco India Contra Fund - Growth... 36000 39760.85 23.56
HDFC Capital Builder Fund - Growth Optio... 36000 39141.34 19.56
ICICI Prudential Indo Asia Equity Fund -... 36000 39085.91 19.22
Principal Dividend Yield Fund-Growth Pla... 36000 39061.34 19.05
Parag Parikh Long Term Value Fund - Regu... 36000 38988.84 18.59
Top Mutual Funds in India - Lump sum returns
Scheme Name Invested Amount Current Value Annualized Return (%)
Franklin India High Growth Companies Fun... 10000 28190.87 23.4
Invesco India Contra Fund - Growth... 10000 28092.06 23.31
Aditya Birla Sun Life Advantage Fund - R... 10000 26954.04 22.28
Aditya Birla Sun Life Equity Fund - Grow... 10000 26831.02 22.17
Principal Growth Fund-Growth Option... 10000 26607.56 21.96

It is time to plan and reach your goals!

  • Higher Education

    Education inflation is the highest in the world. Plan well in advance

    Learn more +
  • Dream Home

    First home or second you have a home in your dreams. Fulfil your dreams

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  • Retirement

    Retire early and retire reach is the goal we have. But how many can realise it

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  • Vacation

    Must have in your life to keep yourself stress free. But, have you planned for it

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  • Buying a Car

    Brand and size does not matter if you can plan well and early to own the dream Car

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  • Build Wealth

    Who does not want to be wealthy but how many are. Make a small beginning

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  • Emergency Fund

    Do not bank on your savings bank. Plan for a fund you do know when you need

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  • Other goals

    No goals are big and no dreams are unachievable. Just think of a goal and start

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Your Investment Tracker

01. Plan - Invest - Track

Plan and track all your investments at one place - on your customized dashboard with online access.

02. Goal-based investing

Our Robo Advisory tools help you create investment plans based on your goals and track real time.

03. Invest online at your ease

We empower you to invest online from the comfort of your home. No paper work. No form filling.

04. Consolidation of assets

We help you consolidate all your assets and liabilities in one place and have a single view.

05. Know your net-worth

At a glance you know what are your assets and liabilities.

06. Review your investments

Our intelligent tools help you rebalance and review your portfolio and signal exits, if required.

07. Alerts & notifications

No need to keep any record. Extract the most from your account. Get alerts when something needs your attention.

What Our Customers Say

"

It is easy to use the website of Swaraj Wealth and the portfolio tracker is very convenient for investing. Swaraj Wealth helped me sort out my previous investments and streamlined them into goals through a comprehensive Robo goal planning module.

"

Swaraj Wealth gives direction to your saving habit. I was searching for a good mutual fund advisor as I did not invest anywhere because of the complexity if investment process. After visiting Swaraj Wealth, I feel it is very easy to invest under their guidance and thus I did my first Mutual Fund investment in life through Swaraj Wealth.

"

Even though I had always wanted to invest in mutual funds, but never knew where and how to start!. I am thankful that I chanced upon Swaraj Wealth and I am really happy with their services and investment advice. It is a great learning experience for novice people like me.

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