Nagpur +91 8319356406 info@swtfinserv.com
Register Login
Image

Welcome To SWT Finserv

Building Bridges to Financial Freedom

We connect you with the right tools and expertise to break free from financial constraints and reach your full potential.

Watch Video Contact us

Follow Us:

Image
Image

Welcome To SWT Finserv

Your Trusted Partner in Wealth Management

Rely on our seasoned professionals to manage your assets with care, ensuring your wealth is preserved and grows over time.

Watch Video Contact us

Follow Us:

About Us

Your Financial Well-being, Our Top Priority

At SWT Finserv, we’re more than just financial experts—we’re your partners in achieving financial peace of mind. We understand that everyone’s financial journey is unique, which is why we offer personalized strategies that fit your life, your goals, and your dreams. Our team is passionate about helping you make smart financial decisions, whether you’re planning for the future, growing your wealth, or securing your hard-earned assets. We believe in building relationships based on trust, transparency, and a shared commitment to your success. With us, you’re not just getting financial services—you’re getting a dedicated team that’s here to support you every step of the way.

Financial Consulting

We provide expert financial consultation to empower and educate you on making informed financial decisions for a secure future.

Year Of Expertise

With 15 years of experience and top-tier expertise, we deliver unmatched financial consultation and insights.

Discover Now

Call Us

+91 8319356406

Our Services

The best online financial services

SWT Finserv provides a convenient online platform for investing in mutual funds-related services.

Image
Mutual Funds

Our mutual fund offerings provide a diversified investment portfolio managed by experts, designed to help you achieve your financial goals with ease. With options tailored to various risk appetites and investment horizons, you can grow your wealth efficiently.

Learn More
Image
Systematic Investment Plan (SIP)

Our Systematic Investment Plan (SIP) allows you to build wealth steadily by investing small amounts regularly in a diversified portfolio. Managed by experts, SIPs are designed to align with your financial goals, offering flexibility to suit different risk levels and investment durations. Whether you're aiming for long-term growth or stable returns, our SIP options help you achieve financial success with discipline and ease.

Learn More
Image
Insurance

Our comprehensive insurance solutions, including health and life insurance, provide essential protection and financial security for you and your loved ones. Safeguard your future with coverage that supports your overall financial strategy.

Learn More
Image
Loan

You can now manage all your loan needs in one place. No more jumping from one provider to another to keep track of your loans. Enjoy a seamless experience with everything you need for your loan management under one roof.

Learn More
Image
Equity

You may now ensure that all of your Share Broking & D-mat account needs are met in one spot. You can stop bouncing from one post to the next to keep track of your accounts.

Learn More
Image
Portfolio Management Services (PMS)

Lorem ipsum dolor sit amet consectetur adipisicing elit. Tenetur, sint? Excepturi facilis neque nesciunt similique officiis veritatis,

Learn More

Planning & Process

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

Avatar

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.

Avatar

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.

Avatar

Third Session

Strategy and Implementation

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

Avatar

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.

Our Offer

Benefits We offer

Unlock exclusive benefits like personalized financial planning, expert guidance, diverse investment options, and ongoing support.

Financial planning
Portfolio Asset Allocation
Succession Planning
Professional team

Financial Planning

Our financial planning services are designed to help you map out a clear path to your financial goals. We analyze your current financial situation, assess your risk tolerance, and develop a customized plan that includes savings, investments, and retirement strategies. With our expert guidance, you can make informed decisions and confidently work towards a secure financial future.

Learn More

Portfolio Asset Allocation

We strategically diversify your investments across various asset classes to maximize returns and minimize risk. Our experts assess your financial goals, risk tolerance, and market conditions to create a balanced portfolio. With our dynamic asset allocation strategy, you can confidently navigate market fluctuations and stay focused on achieving your long-term financial objectives.

Learn More

Succession Planning

We help you create a clear plan to smoothly transition your wealth and assets to the next generation, ensuring that your financial wishes are honored. Our experts guide you through legal, tax, and financial considerations, minimizing uncertainties and protecting your family’s future. Plan today for peace of mind tomorrow.

Learn More

Professional team

With over 15 years of industry experience, our professional team at SWT Finserv brings deep expertise and insight to every financial decision. Our seasoned advisors have a proven track record of helping clients achieve their financial goals through informed strategies and personalized guidance. Trust in our experience to navigate complex financial landscapes and deliver results that matter to you.

Learn More

Send Your Message

Request A Callback

Looking for the right financial solution? Get a personalized quote today with Set FinServ!

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.

Image

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

Image

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

Shivkumar

DST-Inspire-Doctoral Fellow

Image

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

Image

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

Quick Links

About Us Feature Attractions Tickets Blog Contact us

Support

Privacy Policy Terms & Conditions Disclaimer Support FAQ Help

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."

SWT Finserv, All right reserved.
Designed By The RouteRush