Asset Allocation: An Underrated Strategy
Friday, April 4 2025 Source/Contribution by : NJ Publications The recent market turbulence has left
About Swastik Investment
At Swastik Investment, our mission is to empower individuals and families by offering comprehensive, competent, and customized financial solutions across all stages of wealth creation and management.
We are committed to delivering simple, unbiased, and transparent guidance that aligns with your financial goals, adds real value to your life, and leads to clear, actionable outcomes.
Our expertise spans a wide range of services, including mutual funds, stocks, insurance, tax planning, and alternative investments. Whether you’re looking to grow your wealth through equity markets or protect it with the right insurance and tax strategies, we offer personalised solutions backed by insight, integrity, and a long-term vision.
At Swastik Investment, your financial success is our priority.
Our Service
01 Goal based portfolio
Goal-Based Portfolio We help you invest with purpose, not just returns. Whether it’s buying a home, children’s education, retirement, or wealth creation, we design customised portfolios aligned to your life goals, timeline, and risk appetite.
02 Tracking & Rebalancing
Your financial journey doesn’t stop at investing. We help you track progress regularly and rebalance your portfolio as needed, ensuring your investments stay aligned with your life goals, changing priorities, and market conditions. This keeps you on the right path—always.
03 Exclusive Financial Solutions for NRIs & HNIs – Swastik Investment
Unlock the power of expert-led, personalised wealth management tailored for global investors and high-net-worth individuals. Whether you’re planning for the future, preserving wealth, or diversifying across asset classes, we offer.
Product Basket
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
Fund Manager Interviews
Chief Investment Officer (CIO) – Equity, Mirae Asset Investment Managers (India) Pvt. Ltd. Mr. Neelesh
Chief Investment Officer – Equity Kotak Mahindra Asset Management Company Limited Harsha Upadhyaya heads the
Chief Investment Officer & Managing Director – Fixed Income India Franklin Templeton Asset Management (India)
Chief Investment Officer – FIXED INCOME, HSBC Mutual Fund CIO – Fixed Income, overseeing the
Assisting clients in fulfilling their needs.
Clients
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Latest Article
Don’t Fear the Red: Stay Calm and Keep Your SIPs Going
Friday, March 28 2025Source/Contribution by : NJ Publications The sea of red on the portfolio
Controlling Your Emotions During Market Swings
Friday, March 21 2025 Source/Contribution by : NJ Publications The recent market volatility, with its
The Gift of Financial Security: Investing in Your Family’s Future
Thursday, January 23 2025Source/Contribution by : NJ Publications We cherish the smiles on our loved
What Our Clients Say
I had a great experience working with Swastik investment,
They took the time to understand my financial goals and provided clear, practical advice tailored to my situation.
Whether it was investments, tax planning, or insurance guidance, everything was explained in a simple and professional manner.
They were always available to answer my questions and kept me updated on my portfolio’s performance.
I now feel more confident and secure about my financial future.
Highly recommend their services to anyone looking for trustworthy and knowledgeable financial advice.
Thanks
Yogesh
Yogesh Kale
Deputy manager, Hindustan Times
I have been investing with Swastik Investment for a while now, and I’m very happy with their service. They explain everything clearly and always suggest the best options for my goals. I feel more confident about my financial future thanks to their guidance. Highly recommended!
Akshay Dabade
software engineer
I have been investing through Swastik Investment for the past few months using SIP. The experience has been very smooth and easy. Akshay guided me well and helped me choose the right mutual funds based on my goals.
Aditya Deshmukh
RM @ MGmotors
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