We at Swathi Financial Planning Services provide end to end financial planning and investment advisory services. We make financial plans and execute them for clients on an advisory model. Financial Plans encompass client requirements namely, investments across all asset classes, insurance (both Life and Non-Life) and real estate. At present we pre-dominantly cater to the HNI and the SME corporate segment.

We are supported by a third-party financial distribution company, NJ Financial Services http://www.njfundz.com/ - who provide us with a website platform for our clients as well help in administrative services. We try to differentiate from the other firms by providing services on time and by keeping the investment philosophy simple.

Be it an entire financial planning exercise or just an investment planning process, we follow a focused approach beginning with understanding client background, followed by determining his goals and then finally crafting a plan. The process doesn’t end at the execution stage. We review the plan on a regular basis as the client needs evolve and change.