Swastik Investments: Expert Financial Planning & Wealth Management in Pune
3000+
2007
Covering the Full Spectrum of Global Financial Services
Our Wealth Management Process: We Listen, Analyze, and Execute
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.
Investment Planning That
Choosing The Right
Financial Planning Team
Meet Our CoreLeadership
CEO and Founder
Rahul Sancheti
Rahul Sancheti is the visionary force behind Swastik Investments, bringing over 18 years of expertise to Pune's financial landscape. As a CFA charterholder, Rahul has mastered the art of business development and strategic investment planning. His 2025 vision focuses on "Responsible Wealth Creation," ensuring that every client—from young professionals to HNIs—benefits from transparent, risk-adjusted strategies that balance growth with security.
Fund Manager
Swapnil Kulkarni
With nearly two decades of experience in the Indian capital markets, Swapnil is a seasoned Fund Manager in Pune. He specializes in navigating complex equity and debt cycles, protecting client capital during volatility. His disciplined approach ensures that your portfolio remains robust and growth-oriented, regardless of market fluctuations.
Sr. Research Analyst
Ruchi Shah
Ruchi is the analytical backbone of our team, specializing in equity research and trend forecasting. In the data-driven market of 2025, her ability to evaluate company performance and uncover hidden investment gems provides our clients with a distinct advantage. She turns complex financial data into clear, actionable insights.
Sr. Equity Manager
Rohit Bane
Rohit brings over 20 years of expertise in stock selection and portfolio strategy. As a Senior Equity Manager, he not only guides clients toward sustainable wealth creation but also mentors our advisory team in Pune. His focus on consistent performance ensures that your long-term financial goals are met with precision.
A SEBI Registered Investment Advisor Dedicated to Fiduciary Excellence
At Swastik Investments, based in the heart of Mukund Nagar, Pune, we believe trust is the foundation of success. Whether you are a local investor or an NRI, we ensure a compliant, secure, and regulated investment experience.
Our team at Swastik is dedicated to providing brilliant support and expert finance management. We take pride in the trust our clients place in us to handle their related investment goals and achieve brilliant results
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.
Expert Investment Insights & Financial Advice
FAQ’s
Expert Financial Planning Questions
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.
