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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 !
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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!
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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.
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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.

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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.

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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(%)
L&T Emerging Businesses Fund - Regular P... 10.36 22.94 -
DSP BlackRock Natural Resources And New ... 9.56 21.58 24.83
Reliance Small Cap Fund - Growth Plan - ... 11.63 21.16 35.68
SBI Small Cap - Regular Plan - Growth... 17.06 20.33 34.49
HDFC Small Cap Fund - Regular Growth Pla... 20.21 20.29 24.8
Top Performing Systematic Investment Plan
Scheme Name Invested Amount Current Value Return(%)
Axis Bluechip Fund - Growth... 36000 39279.77 20.53
Axis Focused 25 Fund - Growth Option... 36000 38974.59 18.57
UTI - Equity Fund-Growth Option... 36000 38959.58 18.47
Parag Parikh Long Term Equity Fund - Reg... 36000 38445.84 15.18
Edelweiss Large Cap Fund - Regular Plan ... 36000 38183.05 13.52
Top Mutual Funds in India - Lump sum returns
Scheme Name Invested Amount Current Value Annualized Return (%)
Invesco India Contra Fund - Growth... 10000 30507.48 25.44
ICICI Prudential Value Discovery Fund - ... 10000 27848.32 23.14
Aditya Birla Sun Life Equity Advantage F... 10000 27136.14 22.49
Aditya Birla Sun Life Equity Fund - Grow... 10000 27124.98 22.48
Franklin India Focused Equity Fund - Gro... 10000 26897.54 22.27

It is time to plan and reach your goals!

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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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