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What is the best time to start investing?

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4 Pillars of Investment planning

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Welcome to [typed string0=”Swadeshi” typeSpeed=”150″ startDelay=”0″ backSpeed=”20″ backDelay=”2000″ loop=”1″]

 

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Get Free Premium Investment Advice By Certified Financial Planner.

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

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Download our various companies Mutual Funds Application Forms.

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SWADESHI  brings a world of digital convenience to manage your investments.

Enjoy one view of your portfolio across all investments (Mutual Funds, Fixed Deposits, Life Insurance, Postal savings) in multiple dimensions.

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WHY SHOULD INVESTORS CHOOSE US?

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Why should you start a SIP?

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Why should you invest in Equity Funds?

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Why should you invest in Debt Funds?

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Why should you invest in Mutual Funds?

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Our range of Financial Services

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[/et_pb_blurb][et_pb_blurb admin_label=”TAXATION” title=”TAX Planning” url=”http://www.swadeshijamnagar.com/tax-planning/” image=”http://www.swadeshijamnagar.com/wp-content/uploads/2019/05/TAx_planning_128x128.png” _builder_version=”3.25.3″ header_font=”Verdana|600||on|||||” header_text_align=”center” header_text_color=”#e03f3f” body_text_align=”center” body_text_color=”#000000″ box_shadow_style_image=”preset2″ text_orientation=”center” animation_style=”fade” animation=”bottom” z_index_tablet=”500″ link_option_url=”http://www.swadeshijamnagar.com/tax-planning/” text_shadow_horizontal_length=”text_shadow_style,%91object Object%93″ text_shadow_horizontal_length_tablet=”0px” text_shadow_vertical_length=”text_shadow_style,%91object Object%93″ text_shadow_vertical_length_tablet=”0px” text_shadow_blur_strength=”text_shadow_style,%91object Object%93″ text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length=”header_text_shadow_style,%91object Object%93″ header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length=”header_text_shadow_style,%91object Object%93″ header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength=”header_text_shadow_style,%91object Object%93″ header_text_shadow_blur_strength_tablet=”1px” body_text_shadow_horizontal_length=”body_text_shadow_style,%91object Object%93″ body_text_shadow_horizontal_length_tablet=”0px” body_text_shadow_vertical_length=”body_text_shadow_style,%91object Object%93″ body_text_shadow_vertical_length_tablet=”0px” body_text_shadow_blur_strength=”body_text_shadow_style,%91object Object%93″ body_text_shadow_blur_strength_tablet=”1px” body_link_text_shadow_horizontal_length=”body_link_text_shadow_style,%91object Object%93″ body_link_text_shadow_horizontal_length_tablet=”0px” body_link_text_shadow_vertical_length=”body_link_text_shadow_style,%91object Object%93″ body_link_text_shadow_vertical_length_tablet=”0px” body_link_text_shadow_blur_strength=”body_link_text_shadow_style,%91object Object%93″ body_link_text_shadow_blur_strength_tablet=”1px” body_ul_text_shadow_horizontal_length=”body_ul_text_shadow_style,%91object Object%93″ body_ul_text_shadow_horizontal_length_tablet=”0px” body_ul_text_shadow_vertical_length=”body_ul_text_shadow_style,%91object Object%93″ body_ul_text_shadow_vertical_length_tablet=”0px” body_ul_text_shadow_blur_strength=”body_ul_text_shadow_style,%91object Object%93″ body_ul_text_shadow_blur_strength_tablet=”1px” body_ol_text_shadow_horizontal_length=”body_ol_text_shadow_style,%91object Object%93″ body_ol_text_shadow_horizontal_length_tablet=”0px” body_ol_text_shadow_vertical_length=”body_ol_text_shadow_style,%91object Object%93″ body_ol_text_shadow_vertical_length_tablet=”0px” body_ol_text_shadow_blur_strength=”body_ol_text_shadow_style,%91object Object%93″ body_ol_text_shadow_blur_strength_tablet=”1px” body_quote_text_shadow_horizontal_length=”body_quote_text_shadow_style,%91object Object%93″ body_quote_text_shadow_horizontal_length_tablet=”0px” body_quote_text_shadow_vertical_length=”body_quote_text_shadow_style,%91object Object%93″ body_quote_text_shadow_vertical_length_tablet=”0px” body_quote_text_shadow_blur_strength=”body_quote_text_shadow_style,%91object Object%93″ 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” /][/et_pb_column][et_pb_column type=”1_3″ custom_padding__hover=”|||” custom_padding=”|||”][et_pb_blurb admin_label=”LIFE INSURANCE” title=”LIFE INSURANCE” url=”http://www.swadeshijamnagar.com/life-insurance/” image=”http://www.swadeshijamnagar.com/wp-content/uploads/2019/05/Insurance_128x128.png” _builder_version=”3.22.7″ header_font=”Verdana|600||on|||||” header_text_align=”center” header_text_color=”#e03f3f” body_text_align=”center” body_text_color=”#000000″ box_shadow_style_image=”preset2″ text_orientation=”center” animation_style=”fade” animation=”bottom” z_index_tablet=”500″ link_option_url=”http://www.swadeshijamnagar.com/life-insurance/”]

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[/et_pb_blurb][et_pb_blurb admin_label=”ASSEST UNDER MANAGEMENT” title=”POSTAL SAVINGS” url=”http://www.swadeshijamnagar.com/postal-scheme/” image=”http://www.swadeshijamnagar.com/wp-content/uploads/2019/05/Postal_savings_2_128x128.png” _builder_version=”3.22.7″ header_font=”Verdana|600||on|||||” header_text_align=”center” header_text_color=”#e03f3f” body_text_align=”center” body_text_color=”#000000″ box_shadow_style_image=”preset2″ text_orientation=”center” animation_style=”fade” animation=”bottom” z_index_tablet=”500″ link_option_url=”http://www.swadeshijamnagar.com/postal-scheme/”]

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MEET OUR TEAM

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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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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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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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Harshal is the Fourth generation in this business having completed Graduation in HL college 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 pursuing PGDBA AND CFA while joining Business.

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Media Coverage

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SWADESHI has been recognized as Best Performing Individual Financial Advisor Up Country (Tier 2) West Side by CNBC TV18.

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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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