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About SWADESHI
Every Journey begins with small step…
“Swadeshi” started as “Swadeshi Vastu Bhandar” and became “ Swadeshi ” in 2013.
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Providing Coverage for Over 75+ years
“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.
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Planning Futures
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.
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A Proven Approach
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.
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We will be happy to help you & guide you for your Financial Planning Goals.
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Asset under Management
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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.
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What We Offer
Our team is comprised of people with different kinds of finance 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
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[/et_pb_image][et_pb_blurb title=”Online Policy Management” content_max_width=”1100px” _builder_version=”3.9″ header_font=”||||||||” header_line_height=”1.6em” body_font=”Montserrat|300|||||||” body_line_height=”1.8em” border_radii=”on|10px|10px|10px|10px” animation_style=”zoom” animation_intensity_zoom=”10%” animation=”off” locked=”off”]
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[/et_pb_image][et_pb_blurb title=”Family Financial Protection ” content_max_width=”1100px” _builder_version=”3.25.3″ header_line_height=”1.6em” body_font=”Montserrat|300|||||||” body_line_height=”1.8em” border_radii=”on|10px|10px|10px|10px” animation_style=”zoom” animation_intensity_zoom=”10%” animation=”off” z_index_tablet=”500″ header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” body_text_shadow_horizontal_length_tablet=”0px” body_text_shadow_vertical_length_tablet=”0px” body_text_shadow_blur_strength_tablet=”1px” body_link_text_shadow_horizontal_length_tablet=”0px” body_link_text_shadow_vertical_length_tablet=”0px” body_link_text_shadow_blur_strength_tablet=”1px” body_ul_text_shadow_horizontal_length_tablet=”0px” body_ul_text_shadow_vertical_length_tablet=”0px” body_ul_text_shadow_blur_strength_tablet=”1px” body_ol_text_shadow_horizontal_length_tablet=”0px” body_ol_text_shadow_vertical_length_tablet=”0px” body_ol_text_shadow_blur_strength_tablet=”1px” body_quote_text_shadow_horizontal_length_tablet=”0px” body_quote_text_shadow_vertical_length_tablet=”0px” body_quote_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” box_shadow_horizontal_image_tablet=”0px” box_shadow_vertical_image_tablet=”0px” box_shadow_blur_image_tablet=”40px” box_shadow_spread_image_tablet=”0px” text_shadow_horizontal_length_tablet=”0px” text_shadow_vertical_length_tablet=”0px” text_shadow_blur_strength_tablet=”1px” locked=”off”][/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” next_background_color=”#012780″ admin_label=”Team” _builder_version=”3.22.3″ background_color=”#f7f8fc” background_size=”initial” background_position=”center_right” custom_padding=”26px||11px||false|false” custom_padding_tablet=”||150px||false” custom_padding_phone=”||100px||false” top_divider_height=”40%” top_divider_repeat=”0.8x” top_divider_flip=”horizontal|vertical” bottom_divider_style=”asymmetric3″ bottom_divider_height=”30%” bottom_divider_height_tablet=”180px” bottom_divider_height_phone=”110px” bottom_divider_height_last_edited=”on|phone”][et_pb_row _builder_version=”3.25″][et_pb_column type=”4_4″ _builder_version=”3.0.47″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_divider color=”#006ef4″ divider_weight=”3px” _builder_version=”3.9″ max_width=”100px” module_alignment=”center” custom_margin=”||0px|” locked=”off”]
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Our Team of Experts
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[/et_pb_image][et_pb_team_member name=”Dhirajlal Mehta” _builder_version=”3.22.7″ header_font=”|600|||||||” header_font_size=”18px” header_line_height=”1.6em” body_font=”Montserrat|300|||||||” body_line_height=”2em” border_radii_image=”on|500px|500px|500px|500px” border_width_all_image=”20px” border_color_all_image=”rgba(0,59,222,0.06)” box_shadow_style_image=”preset1″ box_shadow_vertical_image=”0px” box_shadow_blur_image=”0px” box_shadow_spread_image=”20px” box_shadow_color_image=”rgba(0,59,222,0.14)” text_orientation=”center”]
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.
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[/et_pb_image][et_pb_team_member name=”Amit mehta” _builder_version=”3.22.7″ header_font=”|600|||||||” header_font_size=”18px” header_line_height=”1.6em” body_font=”Montserrat|300|||||||” body_line_height=”2em” border_radii_image=”on|500px|500px|500px|500px” border_width_all_image=”20px” border_color_all_image=”rgba(0,59,222,0.06)” box_shadow_style_image=”preset1″ box_shadow_vertical_image=”0px” box_shadow_blur_image=”0px” box_shadow_spread_image=”20px” box_shadow_color_image=”rgba(0,59,222,0.14)” text_orientation=”center” locked=”off”]
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.
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[/et_pb_image][et_pb_team_member name=”Harshal mehta” _builder_version=”3.22.7″ header_font=”|600|||||||” header_font_size=”18px” header_line_height=”1.6em” body_font=”Montserrat|300|||||||” body_line_height=”2em” border_radii_image=”on|500px|500px|500px|500px” border_width_all_image=”20px” border_color_all_image=”rgba(0,59,222,0.06)” box_shadow_style_image=”preset1″ box_shadow_vertical_image=”0px” box_shadow_blur_image=”0px” box_shadow_spread_image=”20px” box_shadow_color_image=”rgba(0,59,222,0.14)” text_orientation=”center” locked=”off”]
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.
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Put You & Your Family in Good Hands
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Get In Touch
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.
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