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About Us

SWT Finserv, is a SEBI Registered Investment Adviser (RIA) and AMFI Registered Mutual Fund Distributor (MFD) into the business of Wealth Management and Financial Planning.

With a dedicated team of qualified and experienced professionals, who serve and guide our clients towards attaining financial peace of mind with “Client First Approach”.
SWT Finserv is a registered Limited Liability Partnership entity, which came into existence in 2023. All our partners are experienced and closely associated with the financial markets since 2005, in various capacities like Research, Teaching, Institutional Broking, Retail Broking, PMS, Mutual Fund Distribution, Financial Planning and Wealth Management, ever since we have been serving more than 500 families and 1,000+ clients across the globe, in their journey of wealth creation from multiple locations.
• We are Investment Advisers on all assets like Stocks, Debt-Mutual Funds, Equity-Mutual Funds.
• We are also member of the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) through their Mutual Fund Platform. Hence, we are able to provide a seamless digital experience to our customers across the globe.
So, whether you are a business owner, a working professional or a salaried person, our services ensure that you focus on your business and career whilst we take care of your personal financial matters and create sustainable wealth.

Planning & Process

Just a 4 Step Procedure to Enjoy Hassle-free Investment Experience

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First Session

Discovery Session

Understand what’s Important to our Clients: A free, no-obligation, All round Financial Health Checkup is the first step towards getting our clients' finances on track.

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Second Session

Rationalization and Goal Setting

Once our team has a clear understanding of what clients want with their money to accomplish, we help clients identify the trade-off they are willing to make to achieve the life they want to live.

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Third Session

Strategy and Implementation

Clients financial or wealth plan is the road map that is leading them towards a better financial future.

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Fourth Session

Follow Up & Review

This is to follow up and ensure, the client is on course and has started implementing financial plans and wealth management solutions.

FAQs

Frequently Asked Questions

Got Questions? We’ve Got Answers!
Our FAQs provide insights on everything from mutual funds, SIPs, and insurance to loans and portfolio management. Discover the answers you need to make informed decisions, or connect with us directly for expert guidance tailored to your financial goals!

SWT Finserv provides a comprehensive range of financial services, including mutual funds, Systematic Investment Plans (SIPs), insurance, loans, equity investments, portfolio management services and much more.

To begin investing in mutual funds, simply contact us, and our team of experts will guide you through the process, from selecting the right funds based on your risk appetite and financial goals to setting up your investment account.

We prioritize the security of your investments by partnering with reputable financial institutions and adhering to strict regulatory standards. Our transparent processes and expert guidance help safeguard your financial interests.

We recommend reviewing your portfolio at least once every six months. Our advisors are available to provide periodic updates and adjustments based on your financial goals and market dynamics.

The minimum investment amount varies depending on the type of financial product. For mutual funds and SIPs, the minimum amount can start as low as ₹500. Our advisors will help you choose the right investment based on your budget and financial goals.

At SWT Finserv, we offer personalized financial solutions tailored to your specific needs. Our team of experts provides comprehensive advice, ensuring you make informed decisions to achieve your financial goals.

Testimonial

Our Clients Reviews

Don’t just take our word for it—see what our clients have to say. Their experiences reflect the dedication and commitment we bring to every individual.

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Excellent service, a good range of investment options, knowledgeable support, and I'm satisfied with the results.

Abdul Wahid khan

Retired Production Manager BILT Industries

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The investment options were really spot on and the service provided is very efficient and quick.

Shivkumar

DST-Inspire-Doctoral Fellow

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SWT Finserv made my investment journey so easy and stress-free. Their expert guidance helped me make smart decisions, and I’ve seen great results. Highly recommend!

Abhineet Singh kabotra

Senior SCADA/SAC/BPI operator - Vanderlande Canada

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I wanted to take a moment to express my sincere appreciation for the outstanding investment services that SWT Finserv has provided. From the very first interaction, it was clear that your team is deeply committed to offering top-notch financial solutions tailored to the individual needs of your clients.

Manish Rampurkar

Business Analyst

SWT Finserv

AMFI Registered Mutual Fund Distributor AMFI Registration No. : 284394 | EUIN No. : E535782

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Contact Info

Nagpur, Maharashtra, India

info@swtfinserv.com

+91 8319356406

swtfinserv.com

Disclaimer:

Mutual fund investments or Investment in securities market are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. SWT Finserv makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. “Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors."

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