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.
|Scheme Name||1 Year Return(%)||3 Years Return(%)||5 Years Return(%)|
|Parag Parikh Long Term Equity Fund - Reg...||-3.79||10.48||11.58|
|Edelweiss Multi-Cap Fund - Regular Plan ...||-6.35||9.95||-|
|Canara Robeco Equity Diversified Fund - ...||-3.83||9.8||8.72|
|JM Multicap Fund - Growth option...||-3.64||9.77||10.89|
|Kotak Standard Multicap Fund - Growth...||-2.08||9.77||13.18|
|Scheme Name||Invested Amount||Current Value||Return(%)|
|Parag Parikh Long Term Equity Fund - Reg...||180000||226239.81||9.38|
|Kotak Standard Multicap Fund - Growth...||180000||225987.04||9.33|
|JM Multicap Fund - Growth option...||180000||223842.02||8.94|
|SBI Magnum Multicap Fund - Regular Plan ...||180000||222176.18||8.63|
|DSP Equity Fund - Regular Plan - Growth...||180000||218860.66||8.01|
|Scheme Name||Invested Amount||Current Value||Annualized Return (%)|
|Axis Multicap Fund - Regular Plan - Grow...||10000||10122.7||1.23|
|LIC MF Multicap Fund-Regular Plan-Growth...||10000||9978.5||-0.21|
|HDFC Equity Fund - Growth Option...||10000||9870.52||-1.29|
|Essel Multi Cap Fund - Regular Plan - Gr...||10000||9817.95||-1.82|
|Kotak Standard Multicap Fund - Growth...||10000||9791.79||-2.08|
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
Copyright © 2019 Swaraj Wealth Management Pvt Ltd.All rights reserved.