Who We Are

Swaraj Wealth Management is an investment and financial planning firm having ample experience in asset management, investment and Wealth Management sector combining expertise and cumulative experience of more than 25 years.

With our Market knowledge, strong emphasis in identifying, measuring and controlling risk, and active management approach to investments, commitment to innovation and passion to integrity we provide you a single point of contact for all your financial needs with our expert team of Swaraj Wealth Management
  • We are a Process Driven Enterprise since 2004.
  • We got registration as Private Limited Company in the year 2013 under ROC Gwalior. Registration No. U74140MP2013PTC031108
  • Swaraj Wealth Management Pvt Ltd has been granted Certificate of registration as Mutual Fund Distributor under AMFI Registration No. ARN-91802.
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Our Vision

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

Our Mission is to be the most Professional company which always thinks of Investors? We are Solution Providers as profession and not product sellers.

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How we do

With our insightful knowledge, strong emphasis in identifying, measuring and controlling risk, and active management approach to investments, commitment to innovation and passion to integrity, we provide you a single point of contact for all your financial needs with our team of experts.
With our comprehensive know-how we have been able to blueprint a process of best service to our investors. Our investors’ experience has been the best in all regards.

Process

We never suggest a single investment plan to our investors without briefing the subject analytically so that investor should be able to invest his hard earned money without any concerns.
We endeavor to resolve all investment related inquiries of investors. We help them understand and evaluate their risk, financial goals and their future values,implication of Inflation and Tax with the help of various financial calculations. We believe in imparting all our understanding and proficiency to our valued investors to understand risk management and asset allocation and re-balancing as process. Our core belief is that a well informed investor is serious investor.

4+

Countries Client Presence

540

Million Asset Under Advice

3000+

Satisfied Clients Pan India

50%+

online existing Investors

44+

Mutual fund companies

99%

Success Rate

Our Philosophy

We at Swaraj Wealth Management understand how much hard work and efforts you must have done to earn this money which you are going to invest.
  • We treat investors’ money as if it belongs to my father’s retirement kitty and he has no second income after retirement.
  • We are disciple, from core of the heart, of managing Life insurance needs through Pure Term Insurance Plan, Medical Insurance through Health Insurance Policy, and Investment Management through various Mutual Fund Schemes which include Equity Funds, Debt Funds, Liquid Funds, Arbitrage Funds, Gold Funds and combination of some or most of these like Hybrid Equity Oriented/Debt Oriented Balanced Funds.
  • We suggest solutions with combinations of Lump sum investment as well as SIP (Systematic Investment Plan), STP investment modes altogether to invest in Mutual Funds.
  • We pursue Wealth Management as a Profession not as a Business and not as speculation. Our philosophy ends with superlative thoughts for us in mind of investors.
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