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.

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HDFC Life Young Star Super Premium

HDFC Life Click2Protect 3D Plus is a term insurance plan providing a cover against the three uncertainties - death, disease and disability

HDFC Life Young Star Super Premium

HDFC Life Super Income Plan is a participating regular income plan with guaranteed benefits plus bonuses

HDFC Life Young Star Super Premium

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 Young Star Super Premium

HDFC Life Pension Guaranteed Plan is a single premium annuity product which provides a regular guaranteed income for lifetime. 

HDFC Life Young Star Super Premium

HDFC Life Sanchay is a non-participating, non-linked, savings insurance plan that helps you to fulfill your responsibility with ease

HDFC Life Young Star Super Premium

HDFC Life Sanchay Plus is a non-participating, non-linked, savings insurance plan that offers guaranteed returns for you and your family.

HDFC Life Young Star Super Premium

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 Young Star Super Premium

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

Get upto 5.5% discount on online purchase. Discount is available for regular premium and limited premium policies.
Single premium policies can avail a discount of 2% on online purchase

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 Eq... 21.42 12.11 13.04
Quant Active Fund-GROWTH ... 19.59 10.13 12.56
UTI - Equity Fund-Growth ... 14.59 10.09 9.83
Canara Robeco Equity Dive... 9.81 7.82 9.62
PGIM India Diversified Eq... 18.2 6.56 9.21

Top Performing Systematic Investment Plan

Scheme Name Invested Amount Current Value Return(%)
Parag Parikh Long Term Eq... 180000 259028.61 15.0
Quant Active Fund-GROWTH ... 180000 252292.72 13.9
UTI - Equity Fund-Growth ... 180000 239179.77 11.67
PGIM India Diversified Eq... 180000 236257.73 11.16
Canara Robeco Equity Dive... 180000 235748.93 11.07

Top Mutual Funds in India - Lump sum returns

Scheme Name Invested Amount Current Value Annualized Return (%)
Parag Parikh Long Term Eq... 10000 12141.54 21.22
Quant Active Fund-GROWTH ... 10000 11959.36 19.42
PGIM India Diversified Eq... 10000 11820.21 18.04
UTI - Equity Fund-Growth ... 10000 11459.14 14.46
Canara Robeco Equity Dive... 10000 10981.09 9.73

It is time to plan and reach your goals!

Latest Blogs

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