about
We are unique
We stand apart from rest in following
Niche offerings
Linked with the best AMCs in the country not only at a big brand level but we also understand risk-reward in best possible manner. We don’t always bring the known names to the table but we try to put future known names to the table.
wholesome advise
One stop solution for wealth generating activities with proper tax and estate planning, guidance on selling previous non performing funds and help in replacing them with new strategies.
Qualification at peak
Founder being a Chartered Accountant with specialization in investment banking from IIM Indore has immense knowledge around statistics and can study each portfolio and company profile in depth
A few things we’re great at
We help you define and achieve financial goals by means
of investing in high return and safe assets
How doctors can choose the right investment option?
While it is important that doctors always keep updating their medical knowledge, it is also crucial that their finances are managed properly
Financial freedom is important for women entrepreneurs
Women entrepreneurs can be bread earners as well as financial independent beings. It is just a matter of investing efficiently
Both generations have an equal role to play in planning of family finances
Experience, talent, vision and expertise- it takes all to strategize family office wealth. We expertise in the same
Client Testimonials
Dont’ take our word for it – here’s what our clients say:
“Bhavik has a grip on understanding what funds should an investor invest in. My portfolio is beating it’s benchmark every year since past 5 years now”
Anonymous
Doctor
“Initially we were reluctant in investing. But our relation with Bhavik has been nurtured since then. Having a transparent relation with your financial advisor is crucial. And that is what is one of the best features of Swatantra Wealth. “
poonam Modi
Entrepreneur
“The options and products that Swatantra Wealth offers are absolutely out of the box. Love the way my money is growing.”
Darshak Randeria
Engineer
We would love to hear from you!
Get in touch for a in-depth review of your current portfolio. Or simply to understand your investment options