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(%)
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

Top Performing Systematic Investment Plan

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

Top Mutual Funds in India - Lump sum returns

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

It is time to plan and reach your goals!

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