7 Decades of Experience
“Swadeshi” started as “Swadeshi Vastu Bhandar” and became “Swadeshi House” in 2013.
In continuously providing financial services for more than 5 decades where Trust is a Tradition…..
- “Swadeshi” started in 1958 for proving financial service to the society with Life Insurance and Postal Small savings by Mr. Khushalchand Mehta.
- Thereafter Mr. Dhirajlal K Mehta took the journey forward with additional tools like FD, IPO, and NFO.
- New heights were achieved by Mr. Amit Dhirajlal Mehta – the third generation of “Swadeshi”, who joined in 1992 and took “Swadeshi”with more conviction and developed with more focus on Mutual Fund while maintaining the tradition – “Trust is a Tradition”.
- Fourth Generation i.e. Mr. Harshal Amit Mehta Graduated in BBA with Dual specialization in Finance and Entrepreneurship from HL College (Ahmedabad University), Currently Pursuing CFA International and PGDBA from SymbiosisCollege. He is the Fourth Generation in this business today and happy to share that became the youngest Certified Financial Planner (CFP) in the entire Saurashtra region.
Key to Wealth Creation…
- The word “Trust is a Tradition” at “Swadeshi” is derived where investor’s benet is taken care of rst. At Swadeshi, the investor gets true guidance and genuine advice. Investors are guided through goal orientation, unbiased and diversied portfolio is advised considering investor prole, time horizon, and risk appetite. The product basket includes Mutual Fund – SIP, Lump sum, ELSS, FMP, Liquid, Debt, Fixed Deposit, Life Insurance and advised as per the need and goal. With a well-diversied portfolio and by ethical practice with passion and vision, successfully able to deliver extraordinary returns to investors in the long run.
- Real customer care is taken. And all these have lead to wealth creation and realizing their nancial goal of many investors at Jamnagar.
Business Philosophy
- “Swadeshi” has more than 8000+ investors and 25,000 folios.
- The process is well defined and followed. Any document received in the office by way of the business application form, after sales service or any kind of material – the process is well defined to complete the transaction and holistically followed by him as well as his staff.
- Once the application or KYC or service request form is received, the same is recorded properly in the office and then forwarded to complete the same on a daily basis. we have been successful in creating such habit to there investors and clients who keep all the photocopies, receipt and details from the date of investment provided by “Swadeshi”.
- All the transaction and forms received today completed of the same day and there is no pending work at the end of day. His day ends only after work is completed.
Adding values to the Clients…
- At “Swadeshi”, the investor is not only addressed and guided for there investment needs but also advised for Tax Planning at the best possible way.
- Various other true and genuine advises are also given to investors by way of keeping nominee in Bank Accounts, always keep more than one holding pattern in Bank Accounts, Correct Address to be mentioned in all the important documents like Bank Passbook, Election Card, Aadhar Card, Utility Bills, etc. Correct spelling of Name and address should be mentioned on the records so on and so forth to each and every investor on a daily basis.
- Big or Small, all are equal…..
- No bias is kept between investors on the basis of their investment amount. All the investors are treated in genuine and advised truly with due importance irrespective of there investment amount.
- A Positive Attitude….
- Mr. Amit Dhirajlal Mehta is always positive and highly energetic from morning 9 AM to 1.30 PM and 4 PM to 8.30 PM on all working days except Sundays without any kind of deviation. Himself is very well disciplined and always well-wisher of everybody i.e. investors, friends and families, know or unknown, always POSITIVE by heart and thought. This has made him a family member of his each and every client’s family. Swadeshi is a choice of investor’s Family also.
- Strongly poised to explore ultimate level……
- Today Mr. Dhirajlal K Mehta, Mr. Amit Dhirajlal Mehta and Mr. Harshal Amitkumar Mehta i.e. all the 3 generations are on toes, keen and eager to achieve Mt. Everest in the Financial field. They are very much positive, fully enthusiastic and truly convicted to peak in the financial field through Mutual Funds.
