Team Member at Swastik Investment

The Minds Behind The Mission

Rooted in trust, driven by clarity – meet the architects of Swastik’s financial vision.

Finding a reliable financial partner in Pune starts with knowing the people behind the portfolio. At Swastik Investments, our team combines decades of market experience with fresh, data-driven insights. From veteran fund managers to dedicated research analysts, we are the architects of your 2025 financial success, committed to transparency and simplified wealth creation.

CEO and Founder
Rahul Sancheti, CEO and Founder, Investment Management Firm

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, Fund Manager, Portfolio Management Services

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, Sr. Research Analyst, Equity and Market Research

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, Sr. Equity Manager, Stock Market Investment Expert

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.

Equity Advisor

Equity Advisor

Gopal Lohar

Gopal excels at simplifying equity investments for clients who want clear, straightforward advice. He assists with seamless trade execution and identifies key market opportunities, ensuring that even first-time investors in Pune feel confident taking steps toward their financial growth.

Equity Advisor

Equity Advisor

Jinesha Raisoni

Jinesha specializes in market research and stock analysis with a focus on long-term wealth retention. Her advisory style emphasizes risk management and consistent investing habits, making her an invaluable partner for clients looking to build a secure financial foundation in 2025.

Equity Advisor

Equity Advisor

Sainath

With 4 years of dedicated market experience, Sainath helps clients navigate Pune’s stock market trends with confidence. Known for his practical, client-first approach, he builds effective strategies that align perfectly with your personal investment goals and risk appetite.

Sr. Equity Advisor

Sr. Equity Advisor

Amish Gathani

Amish brings 6 years of dynamic energy and technical expertise to the team. As a Senior Equity Advisor, he combines technical market research with personalized portfolio planning, ensuring that your investment decisions are backed by solid analysis and aligned with your life’s milestones.

Relationship Manager

Relationship Manager

Prem Sawant

Prem is a specialist with over 20 years of experience, expertly handling physical share retrieval and transfer—a vital service for many families. He ensures your legacy assets are seamlessly dematerialized and credited to your account. Beyond operations, Prem fosters long-term client trust through exceptional service.

Insurance Advisor

Insurance Advisor

Suzuki Bhandari

Suzuki is dedicated to protecting your family’s future through tailored health and life insurance solutions. She takes the time to understand your specific needs, guiding you toward the best coverage options in Pune to ensure your financial well-being is secure against any uncertainty.

Back-office Executive

Back-office Executive

Nitin Nivangune

Nitin is the engine behind our smooth operations, managing Demat account opening, KYC compliance, and AMC documentation. His focus on accuracy and efficiency ensures that your administrative experience with Swastik Investments is hassle-free and streamlined.