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About Us

Akshay Vijay Mane

About Swastik Investment

Swastik Investment is a SEBI-registered financial services firm founded with a vision to provide individuals and families with trusted, transparent, and result-oriented solutions in the areas of wealth creation, protection, and financial planning.

Led by Akshay Vijay Mane, a Certified Financial Planner (CFP) and NISM-certified professional, Swastik Investment has been serving clients since 2019, offering expert guidance across mutual funds, stocks, insurance, tax planning, bonds, and unlisted investments. With over 5 years of experience in the financial services industry, Akshay brings deep market insight, a client-first approach, and a strong foundation in regulatory compliance.

Our mission is to deliver comprehensive, competent, and customised solutions that simplify financial decisions and help clients achieve their short-term and long-term goals. We believe in providing unbiased, actionable advice that improves the financial well-being and peace of mind of every client.
At Swastik Investment, we are committed to building lasting relationships based on trust, knowledge, and performance. Whether you’re just starting your investment journey or looking to optimise your existing portfolio, we are here to guide you every step of the way.
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Why Us?

01

Client Centric Approach

All our offerings are designed keeping you in mind. Your long-term interests serve as the ‘primary’ influencing factor in our guidance process.

02

Rich Product Basket

We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

03

Focus on Customer Satisfaction

We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

04

Value Addition

Our Services ensure comfort, convenience, confidence, and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.

05

Right Experience & Skills

We have years of experience in financial services and products distribution space.

06

Driven by Passion

Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial needs in life with our support.

Our Team

Mr. Neelesh Surana
Mr. Neelesh Surana

Chief Investment Officer (CIO) – Equity, Mirae Asset Investment Managers (India) Pvt. Ltd. Mr. Neelesh

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fmi-harsha-upadhaya-nov24
Mr. Harsha Upadhyaya

Chief Investment Officer – Equity Kotak Mahindra Asset Management Company Limited Harsha Upadhyaya heads the

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Mr. Rahul Goswami
Mr. Rahul Goswami

Chief Investment Officer & Managing Director – Fixed Income India Franklin Templeton Asset Management (India)

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Mr. Shriram Ramanathan
Mr. Shriram Ramanathan

Chief Investment Officer – FIXED INCOME, HSBC Mutual Fund CIO – Fixed Income, overseeing the

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