Loading...


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.

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.