Founded in 2004, Swaraj Wealth Management is a proven financial service provider and has redefined the way people used to invest and save. With over 50 years of combined experience of the team, the company focuses on goal oriented long term savings - Like Children Education Planning, Retirement Planning, Children Marriage Planning, Long Term Wealth Creation and Tax Saving Investments planning based on the individual investors risk taking ability and the investment horizon.
To have a customized plan for all its investors, Swaraj Wealth uses Robo Advisory Tools which provides unbiased solutions for each of the needs of the investors. State-of-the-art CRM software integrated with online transaction platform (NSE) helps investors transact and monitor their respective portfolios as well the financial goals on the go!
Swaraj Wealth also provides self-help visitors plan their Goals or Investment using the free Tools available on the website. From a simple SIP investment planning to long term investment goal planning can be done without any human intervention using the Financial Calculators, Model Portfolios and tenure based investments.
"We are a process driven enterprise and want to empower general investors to plan their financial goal in scientific manner and help them achieve their financial goals well in time. It is more a 'Plan and invest by yourself kind of technology available to investors," avers Ajay Kumar Jain, CMD, Swaraj Wealth Management.
The company focuses on knowledge enhancement of the investors and have a very exhaustive Blog Section and Knowledge Section. The investors can also write to the company if they have an investment query.
The company has a young and well groomed team of experienced investment advisors and service professionals who hand hold investors not only with their investments but also support with excellent customer service. According to Mrs. Nivedita Jain, Director, Swaraj Wealth Management "We believe at the core of our heart that proper planning with right execution is the key to lead a successful financial life.And it's always better to be an informed investor than a speculator".
If you wish to have a house by the beach or want yourchildren get overseas education or if you simply want to be rich, these will henceforth not remain your mere dreams anymore as you can now plan your investments well with help of Swaraj Wealth Management!
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future" - Alexa Von Tobel
Our vision is to be the most preferred and trusted Investment Management Company in India and abroad, and to be Your Investment Friend forever as first choice whenever you think of financial planning.
Our Mission is to be the most Professional company which always thinks of Investors? We are Solution Providers as profession and not product sellers.