About SWADESHI
Every Journey begins with small step…
“Swadeshi” started as “Swadeshi Vastu Bhandar” and became “ Swadeshi ” in 2013.
“Swadeshi” started with small savings of Post Recurring Deposit (RD) Rs.100 & 500 per month and today reached to monthly savings of Rs. 5000, 10000 and 20000 per investor with Average SIP tenure of 5+ years.
Today Swadeshi reached from scratch to Rs.300+ crs of Mutual Fund AUM at 36000 Sensex level with major investments into Equity Category in Jamnagar city with population of 10 lakhs approx.
Since 1958, we have helped create various Financial portfolios to meet long-term and shot- term goals. Have questions about investments, taxes, retirement, and/or estate planning ? One of our credentialed professionals would be glad to help.
We start by clarifying our work structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Every Journey begins with small step…
“Swadeshi” started as “Swadeshi Vastu Bhandar” and became “ Swadeshi ” in 2013.
“Swadeshi” started with small savings of Post Recurring Deposit (RD) Rs.100 & 500 per month and today reached to monthly savings of Rs. 5000, 10000 and 20000 per investor with Average SIP tenure of 5+ years.
Today Swadeshi reached from scratch to Rs.300+Crs of Mutual Fund AUM at 36000 Sensex level with major investments into Equity Category in Jamnagar city with a population of 10 lakhs approx. and in the same way, it has achieved peaks in Fixed Deposits, MDRT in Insurance also. The average tenure of Mutual Fund investment is more than 5 years. This has been practiced consistently.
“Swadeshi” is sincerely thankful to there investors, well-wishers and service providers for making this possible.
Our team is comprised of people with different kinds of nance experience, but we all have this in common–a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
We will be happy to help you & guide you for your Financial Planning Goals.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
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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