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Plan Now

An Investment Planner for all Your Goals

Assurance of financial security is pivotal in today’s life. Financial emergencies may arise anytime. If sufficient funds are not available, it can result in debts and further issues down the line. Investing early in the right financial instruments can ensure that a suitable level of funds is always available.

Swaraj Wealth offers investment planning services for clients who want to have financial security in their lives. With proper analysis of requirements and available financial instruments, our trained employees can advise and guide clients to the right set of investments.

Do You Need an Investment Planner?

The effects of inflation make investment planning a necessity rather than a luxury. Inflation results in the increase of prices and costs year after year. Sudden expenses may also arise, creating a heightened need for ample funds. Planning for the future requires inflation as well as probable financial emergencies to be accounted for. By investing today, it is possible to minimize the extent of the impact made by sudden expenses and inflation.

Long term goals also necessitate the need for investment planning. Some possible long term goals include:

  • Children’s Education: With the rise of education costs and inflation, proper funds must be available for ensuring children get the best education possible.
  • Children’s Marriage: Inflation has skyrocketed marriage expenses. Absence of a sizeable fund can impact the marriage.
  • Establishment of Business: A significant financial outlay is required for starting a business. Loans may not provide enough coverage without incurring high interest rates.
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Why Choose Swaraj Wealth?

Swaraj Wealth is an experienced investment planner that has been operating for over a decade. We can provide advice on how to make the correct investments so as to bring about financial security. Our trained experts can provide guidance on raising enough finances for any goal in the long term or the short term.

  • Swaraj Wealth offers a mutual fund facilitation services for enabling clients find the right financial instruments to invest in.
  • We do not handle any mutual fund payments. Instead, clients will make the investments or payments to the mutual fund provider directly.
  • To help clients remain on top of their investment portfolio, Swaraj Wealth offers the use of an online platform. This platform offers convenience and ease-of-use to all clients in maintaining their portfolios.
  • Our online platform has been secured with 5 level security protocols. We ensure that all financial and personal details are encrypted to safeguard all client information.
  • Clients gain access to our custom CRM for monitoring the progress of their investments. Our CRM can also provide suggestions on further investments.
  • NSE integration allows the CRM to provide the latest prices on each mutual fund and financial instrument.