Product Basket
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Mutual Fund
Single point access to virtually all mutual fund schemes from all fund houses in the market
PMS
We offer PMS strategies with equity and mutual funds from the leading PMS providers in India.
INSURANCE
Experience quality risk advisory and management services with our insurance solutions
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
Loan against MF
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
WELCOME TO SWATHI INVESTMENT
We deliver High Quality Services
We as Swathi Investment Consultancy incorporated in the year 2001 and at present having numbers of satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Get solution of your
financial needs.
Investing in any financial products without a financial distributor is like taking a medicine without doctor’s. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
Our Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth
E-Wealth A/c Service
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits...
NJ Recommended MF Portfolio
Every investor aims to maximise returns while minimising risk.
