Swaraj Wealth's Financial Planning is not just about money but trust! Our expert guidance will help you sow your financial seeds today to reap financial blessings tomorrow because a penny invested is a penny earned.
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.
HDFC Life Click2Protect 3D Plus is a term insurance plan providing a cover against the three uncertainties - death, disease and disability
HDFC Life Super Income Plan is a participating regular income plan with guaranteed benefits plus bonuses
HDFC Life Click 2 wealth is a Unit Linked, Non-Participating, Life Insurance plan that offers market linked returns, provides valuable financial protection for you and your family.
HDFC Life Pension Guaranteed Plan is a single premium annuity product which provides a regular guaranteed income for lifetime.
HDFC Life Sanchay is a non-participating, non-linked, savings insurance plan that helps you to fulfill your responsibility with ease
HDFC Life Sanchay Plus is a non-participating, non-linked, savings insurance plan that offers guaranteed returns for you and your family.
HDFC Life Classic One is a Unit Linked Single Premium Life Insurance Plan that comes with a unique option that offers life coverage for two individuals
HDFC Life Sanchay Par Advantage is a solution which allows you to live an uncompromised life whilst securing the future of your family and ensuring you leave behind a legacy for them
|Scheme Name||1 Year Return(%)||3 Years Return(%)||5 Years Return(%)|
|Parag Parikh Long Term Eq...||2.85||8.07||9.24|
|Canara Robeco Equity Dive...||-7.86||4.28||6.35|
|UTI - Equity Fund-Growth ...||-7.29||4.04||5.71|
|Quant Active Fund-GROWTH ...||-9.4||3.49||7.13|
|DSP Equity Fund - Regular...||-8.93||1.98||6.62|
|Scheme Name||Invested Amount||Current Value||Return(%)|
|Parag Parikh Long Term Eq...||180000||221264.32||8.45|
|Canara Robeco Equity Dive...||180000||205598.85||5.43|
|UTI - Equity Fund-Growth ...||180000||198316.05||3.95|
|DSP Equity Fund - Regular...||180000||197978.57||3.88|
|Quant Active Fund-GROWTH ...||180000||197958.63||3.88|
|Scheme Name||Invested Amount||Current Value||Annualized Return (%)|
|Parag Parikh Long Term Eq...||10000||10284.56||2.82|
|Axis Multicap Fund - Regu...||10000||9402.36||-5.93|
|UTI - Equity Fund-Growth ...||10000||9271.47||-7.23|
|Canara Robeco Equity Dive...||10000||9214.12||-7.8|
|PGIM India Diversified Eq...||10000||9189.58||-8.04|
Education costs are soaring. Secure your child's future by planning today.
Who doesn't want to live in his house of dreams? Start planning today to build it tomorrow.
Secure your lifestyle in your golden years with our retirement solutions.
World Tours are getting costly. Make the right money moves for your luxurious tours.
We have a better way to buy the Car of dreams!
Your Savings plus our Expertise = Your Roadmap to Wealth Building.
Catastrophe can strike you anytime. Keep aside some cash for your rainy days.
Determine life insurance based on your income expenses & secure your life.
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.
Col. Venktesh Subbaih
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.
Col. Alok Jain
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.
Mr. Abhay Shandilya
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