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Whether you’re looking to save for retirement, invest in the stock market we’ve got you covered.

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  • Expert Help
  • Proven Results
  • Ongoing Support

Who we are

We offer great number of
finance services

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Who we are

We offer great number of
finance services

{"cpt":"service","style":"7","columns":"4","show":9,"order":"DESC","orderby":"none"}

Physical Shares

Indian Portfolio Management Services (PMS) Market Overview: Portfolio Management Services (PMS) are specialized…

Insurance

Indian Life and General Insurance Overview: Life and general insurance play critical roles…

IPO

Initial Public Offering (IPO) in India: An Initial Public Offering (IPO) is the…

Commodity

Overview Of Commodity Embark on a journey through the dynamic world of commodities…

Private Equity

Private Equity in the Indian Market: Comprehensive Overview Private equity (PE) refers to…

AIF

Indian Alternative Investment Funds (AIF) Market Overview: Alternative Investment Funds (AIFs) in India…

Who we are

Leading financial service provider

Swastik Investments tryst with excellence in customer relations began in 2007. Today, Swastik has emerged as one of the most respected Stock-Broking and Wealth Management Companies in Pune. With its unique retail-focused stock trading business model, Swastik is committed to providing ‘Real Value for Money’ to all its clients.
  • With over 18+ years of excellence in financial services
  • We proudly serve over 3,000 clients
  • Managing assets in excess of more than ₹250 crores

8 +

Experience

about-us-swastik

Who we are

Leading financial service provider

  • Joy of Building Wealth
Joy of Building Wealth

Swastik Investments tryst with excellence in customer relations began in 2007. Today, Swastik has emerged as one of the most respected Stock-Broking and Wealth Management Companies in Pune. With its unique retail-focused stock trading business model, Swastik is committed to providing ‘Real Value for Money’ to all its clients.

Vision

To build an enduring wealth mgt firm that can support growth of investors & stakeholders and is valued & trusted by all.

Core Purpose

We strive to provide financial peace of mind by delivering tailored objective financial advice designed to give clients the confidence to pursue their own passion & dreams.

Core Values

Customer Centric Impact Continuous Mastery Discipline Execution Always act with honesty and integrity. Professional Candor

Our Service

We offer great number of
finance services

{"cpt":"service","style":"7","columns":"4","show":4,"order":"DESC","orderby":"none"}

Physical Shares

Indian Portfolio Management Services (PMS) Market Overview: Portfolio Management Services (PMS) are specialized…

Our Partners

Trusted over world wide

{"cpt":"client","style":"1","columns":"6","show":-1,"from_category":["black"],"order":"DESC","orderby":"DESC"}

uti-mutual-fund

tata-mutual-fund

tata-aia-life-insurance

Sundaram-Finance

Star-Health

sbi-mutual-fund

Religare

motilal-oswal-mutual-fund

Mirae-asset

kotak-mutual-fund

HSBC-mutual-fund

hdfc-mutual-fund

HDFC-life

Franklin-Templeton-Investments

dsp-mutual-fund

baroda-mutual-fund

axis-mutual-fund

icici-prudential-mutual-fund

hdfc ergo

aditya birla

Angel One (Swastik Investments, Mukund Nagar, Pune)
4.9
Based on 118 reviews
powered by Google
review us on
vijay O.
09:13 14 Jun 24
The Team Members at Swastik Investments are absolutely on their toes and always ready to extend their help support and guidance.Special Thanks to Shubham Rohit and Prem for being so punctual
DEEPAK R.
12:21 14 Apr 23
There suggestions are working, but few of them are going wrong also. I am confident that they will overcome this in near future, All the best!!!
prathamesh G.
12:08 14 Apr 23
Had a very good communication and maintaining a very healthy and good relation from their clients.
Arun G.
12:05 14 Apr 23
Demonstrated many techniques with examples to make it very simple to understand and easy to follow.Excellent service for clients helping them learning plus earning.All the best
Satish A.
12:15 13 Apr 23
If we do not understand the concepts they will explain you again and again and also share experience and live examples.One the best team to supportThank you
Rohit T.
12:17 12 Apr 23
I started my mutual fund with them 1 years back. All team helps me to understand all needs of life.If you want to earn money, surely go with Swastik investment.Fully satisfied with service.
Pratik K.
03:47 09 Apr 23
Knowledgeable and super friendly staff. I approached them for one of my works and the service was amazing. If you are in need of any assistance in the field of shares, portfolio, insurance, stock broking, no need to think any further. Team Swastik is there for the best advice and guidance.
Tilottama M.
07:09 08 Apr 23
We started our association with Swastik Investments quite a few years back after checking the reputation of various advisory/investment platforms.It's been a very nice association and we are very satisfied with the service provided. The advice provided by the very well-informed and polite advisors are not overbearing and with an attention to detail with the risk appetite and requirements of the customer. There are also very useful reports to track the performance of the portfolio. I would strongly recommend Swastik Investments to anyone looking to invest online.
m T.
05:11 03 Apr 23
I attended the share market training session of Swastik Investments. Thank you so much as you guided me in simple language. Real estate is the main asset in life, but you proved that it is just a liability. I am sure to make a big portfolio in the next 1 year. Thanks once again.
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Why Us

Why people trust use?

We are a team of certified research analyst & financial planners. Awarded as Best Mutual Fund Advisor by Angel Broking Ltd. Technology is our core to stay updated with investment.

01.
Happy clients

3000 +

02.
Monthly turnover(cr)

5000 +

03.
Managed AUM

250 +Cr

04.
Professionals Teams

40 +

Finance Advisor

Stock Custodian

Market Research

Bitcoin Farming

Testimonials

What our clients say

{"cpt":"testimonial","style":"2","columns":"1","show":"6","order":"DESC","orderby":"none"}

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Stephen Welch

Satisfied Client

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Martin Bailey

Chief Finance

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Emma Greed

Legal Advisor

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Daniel Craig

Tax Manager

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Amelia Dyer

Stockbroker

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Henry Cavil

Cost Marketing
Angel One (Swastik Investments, Mukund Nagar, Pune)
4.9
Based on 118 reviews
powered by Google
review us on
vijay O.
09:13 14 Jun 24
The Team Members at Swastik Investments are absolutely on their toes and always ready to extend their help support and guidance.Special Thanks to Shubham Rohit and Prem for being so punctual
DEEPAK R.
12:21 14 Apr 23
There suggestions are working, but few of them are going wrong also. I am confident that they will overcome this in near future, All the best!!!
prathamesh G.
12:08 14 Apr 23
Had a very good communication and maintaining a very healthy and good relation from their clients.
Arun G.
12:05 14 Apr 23
Demonstrated many techniques with examples to make it very simple to understand and easy to follow.Excellent service for clients helping them learning plus earning.All the best
Satish A.
12:15 13 Apr 23
If we do not understand the concepts they will explain you again and again and also share experience and live examples.One the best team to supportThank you
Rohit T.
12:17 12 Apr 23
I started my mutual fund with them 1 years back. All team helps me to understand all needs of life.If you want to earn money, surely go with Swastik investment.Fully satisfied with service.
Pratik K.
03:47 09 Apr 23
Knowledgeable and super friendly staff. I approached them for one of my works and the service was amazing. If you are in need of any assistance in the field of shares, portfolio, insurance, stock broking, no need to think any further. Team Swastik is there for the best advice and guidance.
Tilottama M.
07:09 08 Apr 23
We started our association with Swastik Investments quite a few years back after checking the reputation of various advisory/investment platforms.It's been a very nice association and we are very satisfied with the service provided. The advice provided by the very well-informed and polite advisors are not overbearing and with an attention to detail with the risk appetite and requirements of the customer. There are also very useful reports to track the performance of the portfolio. I would strongly recommend Swastik Investments to anyone looking to invest online.
m T.
05:11 03 Apr 23
I attended the share market training session of Swastik Investments. Thank you so much as you guided me in simple language. Real estate is the main asset in life, but you proved that it is just a liability. I am sure to make a big portfolio in the next 1 year. Thanks once again.
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SIP CALCULATOR

SIP (Systematic Investment Plan)

SIP helps you invest regularly with a fixed amount, making it easier to stick to long-term goals. It reduces the impact of market ups and downs, benefits from compounding, and allows small, affordable investments. SIPs are flexible, simple, and don’t require timing the market, making them a great way to build wealth over time.
Calculate SIP

SWASTIK JOURNEY

How We Started

Journey Begins

2007

Journey Begins

Started Swastik Investments with Angel Broking Ltd

Product Range

2011

Product Range

Apart from Broking, we started delivering below services Mutual Funds, Insurance, PMS

Expansion

2015

Expansion

Expansion mode started set up office in Mumbai, Nasik, Ahmednagar

USA

2017

USA

Started advisory services in USA

Growth Phase

2024

Growth Phase

In last 5 years we achieved 5X growth and also doubled the team size

Trending World

2025

Trending World

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Our History

How We Started

2007

Journey Begins

Started Swastik Investments with Angel Broking Ltd
2011

Product Range

Apart from Broking, we started delivering below services Mutual Funds, Insurance, PMS
2015

Expansion

Expansion mode started set up office in Mumbai, Nasik, Ahmednagar
2017

USA

Started advisory services in USA
2024

Growth Phase

In last 5 years we achieved 5X growth and also doubled the team size

Our programs

Investor Awareness Programs
  • Investors
  • At Companies
  • Colleges
  • Associations
  • Financial Awareness
  • Tax Planning
  • Basics of Stock Market
  • Wealth Creation
  • Goal Based Planning

Our Programs

Investor Awareness Programs

We have very diverse and detailed awareness programs for different services for different segments

  • Investors
  • At Companies
  • Colleges
  • Associations
  • Financial Awareness
  • Tax Planning
  • Basics of Stock Market
  • Wealth Creation
  • Goal Based Planning

Homepage

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