Client Services
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Goal based portfolio
We help you invest with purpose, not just returns. Whether it’s buying a home, children’s education, retirement, or wealth creation, we design customised portfolios aligned to your life goals, timeline, and risk appetite.
Tracking & Rebalancing
Your financial journey doesn’t stop at investing. We help you track progress regularly and rebalance your Goal-Based Portfolio as needed, ensuring your investments stay aligned with your life goals, changing priorities, and market conditions. This keeps you on the right path—always.
Exclusive Financial Solutions for NRIs & HNIs – Swastik Investment
Unlock the power of expert-led, personalised wealth management tailored for global investors and high-net-worth individuals. Whether you’re planning for the future, preserving wealth, or diversifying across asset classes, we offer:
01 Easy Transaction Facility
- Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
- SIP and STP registration
- NFO – Purchase, Switch, and SIP Registration
- Equity Stock SIP registration
- Equity and Debt IPO Application
- Comprehensive reports
02 E-Wealth Account
We offer multiple modes of doing transactions, as listed below…
- Mobile: Transact through the application on your mobile
- Online Desk: Transact through the online Trading Account Desk
- Phone: Call and transact through your phone
- Offline: Transact through physical instructions
