Who We Are
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.
Our Skill
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.
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 (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
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.
Our Team
Mr. A R S Bhatta
In 2001, A R S Bhatta ( Retired Manager from Canara Bank) started this consultancy to provide best possible guidance regarding Investment and Saving avenues followed by financial planning to the clients.
A science graduate from Bangalore University of 1967 batch, A R S Bhatta , started his career in Canara Bank and served for 30 years and retired as branch manager in 2001, and acquired strong domain of knowledge and experience in financial field.
After retirement in 2001, joined SBI Life Insurance as an advisor and later in 2004 entered to mutual fund distribution and joined NJ India Invest Pvt. Ltd, in 2005 as a partner to cater the need of insurance as well as mutual funds.
Today Swathi Investment Consultancy is serving more than 800 clients and having AUM of 120 crores in MF, managed by him alone through advanced demat &digital platform of NJ India. We are dealing with all the financial products of mutual funds mainly and also Tax Saving Schemes, Insurance, FD & Bonds.
