About SWADESHI

Every Journey begins with small step…

“Swadeshi” started as “Swadeshi Vastu Bhandar” and became “ Swadeshi ” in 2013.

Online Portfolio Tracking

Providing Covearage 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.

  • 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.

  • 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.

ASSET UNDER MANAGEMENT

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.

What We Offer

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.

Life Insurance Policies

Life Insurance Policies

Fraud Detection & Warnings

Fraud Detection & Warnings

Premium Customer Service

Premium Customer Service

Online Policy Management

Online Policy Management

Customized Plans

Customized Plans

Family Financial Protection

Family Financial Protection

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HAPPY INVESTORS
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MUTUAL FUNDS FOLIO'S

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.

Put You & Your Family in Good Hands

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.

We offer a comprehensive range of insurance products tailored to meet your individual needs.

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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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