SWADESHI HAS BEEN RECOGNIZED AS BEST PERFORMING INDIVIDUAL FINANCIAL ADVISOR UP COUNTRY (TIER 2) WEST SIDE BY CNBC TV18.

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Welcome To Swadeshi

Our Range of Financial Services

Mutual Funds

Mutual Funds

Tax Planning

Tax Planning

Life Insurance

Life Insurance

Fixed Deposit

Fixed Deposit

PMS / AIF

Financial Planning

Postal Saving

Postal Saving

WHY SHOULD INVESTORS CHOOSE US?

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Asset Under Management

We will be happy to help you & guide you for your Financial Planning Goals.

Our Team of Experts

Dhirajlal Mehta

Dhirajlal Mehta

Dhirajlal began his investment career in April, 1960 as a planner with Post office Investments than gradually he took his Journey forward with additional tools like FD, IPO and NFO.
Amit mehta

Amit mehta

New heights were achieved by Mr. Amit Dhirajlal Mehta – the third generation of “Swadeshi”, who joined in 1992 and took “Swadeshi” to new heights by winning “Best Financial Advisor-West zone ” CNBC TV 18 Award twice.
Harshal mehta

Harshal mehta

Harshal is the Fourth generation in this business having completed Graduation in HL college and and success in early life by becoming Saurashtra Youngest CFP (Certified Financial Planner) ready to take SWADESHI to new heights by his professional skills. Currently pursing PGDBA AND CFA while joining Business.

Investment Corner

New Investor

Get Free Premium Investment Advice By Certified Financial Planner.

New Investor

Get Free Premium Investment Advice By Certified Financial Planner.

Existing Investor

Check Your Investment, Scheme wise comprehensive report, Asset Allocation & much more.

Existing Investor

Check Your Investment, Scheme-wise comprehensive report, Asset Allocation & much more.

Download Forms

Download our various companies Mutual Funds Application Forms.

Download Forms

Download our various companies Mutual Funds Application Forms.

Media Coverage

SWADESHI HAS BEEN RECOGNIZED AS BEST PERFORMING INDIVIDUAL FINANCIAL ADVISOR UP COUNTRY (TIER 2) WEST SIDE BY CNBC TV18.

What Is the best time to start investing?

4 pillars of investment planning

why should you start an SIP?

why should you invest in debt funds

why should you invest in equity funds?

why should you invest in mutual funds!!

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | Amitkumar Dhirajlal Mehta | ARN – 0183  |  Date of initial Registration: 15-06-2002  | Current validity:  14-06-2027

AMFI Registered Mutual Fund Distributor | Kalpna Amitkumar Mehta | ARN – 63163  |  Date of initial Registration: 21-06-2008  | Current validity:  18-06-2025

AMFI Registered Mutual Fund Distributor  | Dhirajlal K. Mehta | ARN – 12674 |  Date of initial Registration: 17-07-2003  | Current validity:  16-07-2025

AMFI Registered Mutual Fund Distributor  | Bhanumati Dhirajlal Mehta | ARN -90825  |  Date of initial Registration: 19-06-2013  | Current validity:  18-06-2025

AMFI Registered Mutual Fund Distributor  | Harshal Amit Mehta | ARN – 115318  |  Date of initial Registration: 19-08-2016  | Current validity:  18-08-2025

AMFI Registered Mutual Fund Distributor  | Devanshi Harshal Mehta | ARN – 194019  |  Date of initial Registration: 31-01-2021  | Current validity:  30-01-2027

Grievance redressal: +91 9825205734 | mehta.a.2000@gmail.com 

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