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 * +91 9829088545
 * mutualfundzonline@gmail.com

"AMFI-Registered Mutual Fund Distributor"

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 * HOME
 * ABOUT US
 * SERVICES
   * REGULAR PORTFOLIO REBALANCING
   * GOAL PLANNING DOCTOR
   * RETIREMENT PLANNING DOCTOR
   * INSURANCE PLANNING DOCTOR
   * TAX PLANNING DOCTOR
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 * CONTACT US





 * WELCOME TO OUR WEBSITE
   
   We are AMFI-registered Mutual Fund Distributors
   
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 * MUTUAL FUNDS
   
   Your dreams, come true with us!
   
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 * TAX PLANNING DOCTOR
   
   A Tax Advisor Helps Manage Your Tax-Saving Investment
   
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 * RETIREMENT PLANNING DOCTOR
   
   Always be financially independent
   
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 * TERM INSURANCE
   
   Start early, invest systematically and regularly
   
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 * HEALTH INSURANCE
   
   Become Wealthy The Right Way.
   
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 * FIXED DEPOSIT
   
   Strategies To Grow and Protect Your Wealth
   
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 * REAL ESTATE
   
   Enjoy flexibility in your investment
   
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WELCOME TO SWASTIK CAPITAL LLP



By means of Introduction, we are pleased to mention that experience of many
years in the financial markets, the know-how and proficiency in most of the
financial products and asset classes, having worked with some of the leading
financial firms, building their assets and protecting their securities, has made
us capable to be your “Financial Advisor” And that is also the foundation of our
entrepreneur “Swastik Capital LLP” with the motive to plan your future. Being
your “financial advisor”, this is our duty to answer all your financial queries
because in your daily life you have to take many financial decisions or deal
with confusions related to your savings, your taxes, your liabilities & assets,
so we constantly try to justify the role of financial advisor.


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OUR SERVICES & PRODUCTS





MUTUAL FUNDS

We Distribute Mutual Fund products for Short, Medium & Long Term as per one's
need. You can choose from various categories as per your requirements.

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HEALTH INSURANCE

Health Insurance covers the potential expense of hospitalization due to illness
or accident. that can protect you and your family from financial hardship.

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FIXED DEPOSIT

Fixed deposits describe an investment vehicle, usually some kind of debt
instrument, that has a fixed time period of investment.

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GOAL PLANNING DOCTOR

Goal Planning is the first step in successful goal achievement. It marks your
first point toward success. It’s when you switch from a passive state...

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RETIREMENT PLANNING DOCTOR

Retirement is one of the most important life events that many of us will ever
experience. This is that stage in which we only have cash outflows.

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TAX PLANNING DOCTOR

The term income tax refers to a type of tax that governments impose on income
generated by businesses and individuals within their jurisdiction.

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TRACK & MANAGE WEALTH FROM ONE PLACE




360 DEGREE VIEW

See how your (& your family members’) existing investments are performing

IN-DEPTH ANALYSIS

Receive actionable insights on your wealth portfolio

PORTFOLIO MANAGEMENT

Effortlessly manage investments for relatives and family members







CREATE A PERFECT GOAL

Give shape to your investments with our powerful tools & invest now.

Need Expert Advice
 * Vacation Planning
 * Car Planning
 * Child's Education
 * Child's Marriage
 * Retirement
 * Life Insurance





WHAT WE DO & WHAT WE DON'T DO





WHAT WE DO



Recommend product that factor in the current market condition and future outlook

Regularly monitor the portfolio

Deals in Mutual Fund, FD (Only AAA Rated), Health Insurance
Sell Investment and Insurance Separately
We sell Open ended fund
Give honest opinion about market, Liquidity, macros and micros



WHAT WE DON'T



Recommend aggressive high-risk products only to satisfy investor need for
investing

Look up at the portfolio only when the investor is worries and calls

Sell vehicle Insurance
Sell investment with insurance (ULIP)
Sell structured product with high commissions
Have no concern of what the client wanted




OUR BLOGS

   September 21,2024


IS WAITING GOOD OR BAD IN MUTUAL FUNDS?



Is Waiting Good or Bad in Mutual Funds?


Read More
   September 6,2024


RETIREMENT PLANNING WITH MUTUAL FUNDS: STRATEGIES FOR A SECURE FUTURE



Retirement Planning with Mutual Funds: Strategies for a Secure Future


Read More
   August 16,2024


THE ART OF INACTION



the art of inaction


Read More

Read All Blogs



OUR CLIENT SAYS ABOUT US?


 * Mr. Gourav KumarThakur investor
   Swastik Capital LLP has been my mentor since the beginning of my career. He
   developed the “saving for investment” habit in me when I was studying in
   college and those SIPs which were funded by my father are now running from my
   salary.
 * Mr. Rajesh Maheshwari investor
   Swastik Capital LLP is helping in identifying financial goals and preparing
   investment plans according to them. Their personalized advice and always
   ready-to-help approach is very helpful for me to take financial decisions.
 * Mr. Manish Gupta investor
   Swastik Capital LLP is one of the best financial advisors firm I trust. I
   appreciate his approach of the client first. My investments are very personal
   to my goals.
 * Ms. Saroj Bala investor
   Swastik Capital LLP's financial strategies work. Team are always ready to
   help me. Whenever I told them my goals, he and his staff has ensured that I
   am on the right path to achieve them.
 * Mr. Gourav KumarThakur investor
   Swastik Capital LLP has been my mentor since the beginning of my career. He
   developed the “saving for investment” habit in me when I was studying in
   college and those SIPs which were funded by my father are now running from my
   salary.
 * Mr. Rajesh Maheshwari investor
   Swastik Capital LLP is helping in identifying financial goals and preparing
   investment plans according to them. Their personalized advice and always
   ready-to-help approach is very helpful for me to take financial decisions.
 * Mr. Manish Gupta investor
   Swastik Capital LLP is one of the best financial advisors firm I trust. I
   appreciate his approach of the client first. My investments are very personal
   to my goals.
 * Ms. Saroj Bala investor
   Swastik Capital LLP's financial strategies work. Team are always ready to
   help me. Whenever I told them my goals, he and his staff has ensured that I
   am on the right path to achieve them.







ASSOCIATE WITH


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ABOUT US



Your “Financial Advisor” And is also the foundation of our entrepreneur “Swastik
Capital LLP” with the motive to plan your future.



FOOTER MENU


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CONTACT INFO



G-11, Amar Plaza, Opp. Daulat Bagh,
Ajmer-305001.



mutualfundzonline@gmail.com



+91 9829088545
+91 6376915224

Copyright © Swastik Capital LLP . All rights reserved. |