Covering the Full Spectrum of Global Financial Services
We Listen, Think Independently, Advise & Take Action
Customer-Centric Impact
We put our clients at the heart of everything we do, ensuring that every action creates real value and lasting impact in their financial journey.
Continuous Mastery
We are committed to learning, growing, and refining our expertise every day, so we can deliver the best advice and solutions.
Disciplined Execution
We don’t let emotions drive decisions—strategy, focus, and consistency do. Because long-term wealth is built on discipline, not impulse.
Honesty & Integrity
We always act with transparency and fairness, building trust by doing what is right—not what is easy.
Professional Candor
We communicate openly and respectfully, sharing the truth with clarity and professionalism, even when it’s difficult.
You’ll Know What
CEO & Founder
Rahul Sancheti
Rahul Sancheti is the visionary behind Swastik Investments, bringing
more than 18 years of expertise in the financial services industry. A
CFA charterholder, Rahul has built his career around business
development, investment strategy, and client relationship
management.
Throughout his journey, he has worked extensively with diverse
asset classes and financial products, helping individuals and
businesses achieve sustainable growth. His leadership style is rooted
in trust, innovation, and disciplined investing, which continues to
guide the company’s mission of delivering reliable wealth-building
strategies.
Under Rahul’s leadership, Swastik Investments focuses on
simplifying financial decisions, empowering investors through
knowledge, and creating strategies that balance risk with long-term
wealth creation. His vision is to make investing more accessible,
transparent, and rewarding for every client.
Fund Manager
Swapnil Kulkarni
Swapnil brings nearly two decades of expertise in managing investment portfolios, with a strong track record in equity and debt markets. His deep understanding of market cycles, risk management, and wealth creation strategies has helped clients achieve long-term financial growth.
Sr. Research Analyst
Ruchi Shah
Ruchi specializes in equity research and financial analysis, with strong expertise in evaluating market trends, company performance, and investment opportunities. Passionate about research and problem-solving, she combines analytical skills with a deep understanding of financial markets to deliver valuable insights for the team.
Sr. Equity Manager
Rohit Bane
Rohit brings over 20 years of experience in equity markets, with
expertise in stock selection, portfolio strategy, and risk
management. As a Senior Equity Manager, he not only guides clients
toward sustainable wealth creation but also leads and mentors his
team, ensuring consistent performance and strong client outcomes.
SEBI Registered Investment Advisor
At Swastik Investments, we believe that trust, transparency, and compliance form the foundation of every successful financial journey. To ensure our clients always enjoy secure and regulated investment experiences
Client Experiences That Speak for Themselves
From our first meeting, I was impressed by their professionalism and deep knowledge. They took the time to truly understand my goals, and created a personalized strategy that has exceeded my expectations.
The communication is always clear, proactive, and they make complex topics easy to understand. I feel confident and secure knowing that my portfolio is in such capable hands. I wholeheartedly recommend Swastik Investment to anyone seeking expert financial advice and a trusted partner for their investments."
It was truly a pleasure meeting you today. I sincerely appreciate the time, clarity, and guidance you shared during our discussion.
Your detailed explanation and thoughtful approach have given me great confidence in planning my mutual fund portfolio with you. I look forward to working together and aligning my investments in a structured and balanced manner under your expert guidance.
Thank you once again for your support and valuable insights.
Warm regards,
Amit S Pokharna
One the best team to support
Thank you
Master Your Money Tools
All-in-one calculators to grow, manage, and optimize your wealth.
FAQ’s
Common questions on financial planning and investing
What should a financial plan include?
A solid financial plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your investment holdings. It should map out your expected income and expenses both before and after retirement, weigh the pros and cons of different retirement and investment account options, and outline strategies for retirement preparation, tax efficiency, charitable contributions, and safeguarding your assets through insurance.
On top of that, it should offer clear, actionable advice and steps to turn your goals into reality. To guide you toward the best decisions, a good plan will also lay out a variety of potential scenarios—plus some alternative ones—for you to consider.
Can you help me plan for retirement?
Yes! At Swastik Investments, we create personalized retirement plans that balance growth and security. Basic steps of retirement planning include: Setting clear retirement goals
- Estimating future expenses
- Choosing the right mix of investments (SIPs, mutual funds, SWP, Guranteed income plans, equities, etc.)
- Accounting for inflation and healthcare needs
- Reviewing and adjusting the plan regularly.
This helps ensure long-term financial freedom and peace of mind!
What is your investment philosophy?
We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.
Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.
We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.
Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.
Will I have a dedicated advisor?
Absolutely, you’ll have your own personal advisor. At Swastik, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.
