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Our Service

01 Client Desk
The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.
As a client of our NJ E-Wealth A/c service, you can enjoy some big, tangible benefits. You can do error-free transactions without any hassles or worries in a very easy, timely and cost-effective manner – anytime, anywhere.
One of the key challenges of managing a portfolio is to regularly monitor and adjust the portfolio on an ongoing basis as per your risk profile to keep it in line with market movements.’MARS’ an effective answer to this problem.

Product Basket

Mutual Funds

Mutual Funds

A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.

capital-market

Equity and ETFs

Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.

nps

NPS

The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.

pms

PMS

PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.

loan-against-mf

Loan against Mutual Fund

A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.

Insurance

Insurance

Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

What Our Clients Say

I had a great experience working with Swastik investment, They took the time to understand my financial goals and provided clear, practical advice tailored to my situation. Whether it was investments, tax planning, or insurance guidance, everything was explained in a simple and professional manner. They were always available to answer my questions and kept me updated on my portfolio’s performance. I now feel more confident and secure about my financial future. Highly recommend their services to anyone looking for trustworthy and knowledgeable financial advice. Thanks Yogesh
hindustan times

Yogesh Kale

Deputy manager, Hindustan Times

I have been investing with Swastik Investment for a while now, and I’m very happy with their service. They explain everything clearly and always suggest the best options for my goals. I feel more confident about my financial future thanks to their guidance. Highly recommended!

Akshay Dabade

software engineer

I have been investing through Swastik Investment for the past few months using SIP. The experience has been very smooth and easy. Akshay guided me well and helped me choose the right mutual funds based on my goals.

Aditya Deshmukh

RM @ MGmotors

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