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

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.

Happy Clients

We have almost 3000+ happy clients

Professionals Teams

At Swastik Investments we are a team of 40+ professionals

Our Service

We offer great number of
finance services

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80 %

Completed work

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55 %

Active to work

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67 %

Goals Priority

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Meet Our Team

Meet our team
of experts

We welcome and celebrate different perspectives to help our firm, our clients and our people.
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{"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

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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Testimonial

Our customer reviews

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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

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

About Us

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