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 - ... 12.45 15.33 9.12
JM Multicap Fund - Growth option... 15.94 14.46 10.91
Edelweiss Multi-Cap Fund - Regular Plan ... 8.46 14.06 -
Kotak Standard Multicap Fund - Growth... 12.66 14.03 11.28
DSP Equity Fund - Regular Plan - Growth... 17.26 13.8 9.67

Top Performing Systematic Investment Plan

Scheme Name Invested Amount Current Value Return(%)
JM Multicap Fund - Growth option... 180000 239343.83 11.71
Kotak Standard Multicap Fund - Growth... 180000 237847.19 11.45
DSP Equity Fund - Regular Plan - Growth... 180000 235675.29 11.07
Parag Parikh Long Term Equity Fund - Reg... 180000 235261.41 10.99
Canara Robeco Equity Diversified Fund - ... 180000 234742.69 10.9

Top Mutual Funds in India - Lump sum returns

Scheme Name Invested Amount Current Value Annualized Return (%)
DSP Equity Fund - Regular Plan - Growth... 10000 11726.24 17.26
Axis Multicap Fund - Regular Plan - Grow... 10000 11669.74 16.7
JM Multicap Fund - Growth option... 10000 11593.76 15.94
Mahindra Mutual Fund Badhat Yojana - Reg... 10000 11403.77 14.04
LIC MF Multicap Fund-Regular Plan-Growth... 10000 11351.93 13.52

It is time to plan and reach your goals!

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