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(%)
Canara Robeco Equity Diversified Fund - ... 4.34 12.81 10.32
Parag Parikh Long Term Equity Fund - Reg... 2.24 12.79 11.92
Kotak Standard Multicap Fund - Growth... 5.73 12.38 14.76
HDFC Equity Fund - Growth Option... 13.28 12.11 10.28
Edelweiss Multi-Cap Fund - Regular Plan ... 0.03 12.09 -

Top Performing Systematic Investment Plan

Scheme Name Invested Amount Current Value Return(%)
Kotak Standard Multicap Fund - Growth... 180000 239053.37 11.63
Parag Parikh Long Term Equity Fund - Reg... 180000 236556.1 11.2
HDFC Equity Fund - Growth Option... 180000 233330.38 10.63
SBI Magnum Multicap Fund - Regular Plan ... 180000 232979.11 10.57
Motilal Oswal Multicap 35 Fund (MOF35)-R... 180000 230491.09 10.12

Top Mutual Funds in India - Lump sum returns

Scheme Name Invested Amount Current Value Annualized Return (%)
HDFC Equity Fund - Growth Option... 10000 11266.82 12.67
Reliance Multi Cap Fund-Growth Plan-Grow... 10000 10995.28 9.95
ICICI Prudential Multicap Fund - Growth... 10000 10595.37 5.95
Kotak Standard Multicap Fund - Growth... 10000 10550.19 5.5
Essel Multi Cap Fund - Regular Plan - Gr... 10000 10536.01 5.36

It is time to plan and reach your goals!

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