Founded in 2004, Swaraj Finpro Private Limited formerly Swaraj Wealth Management Pvt. Ltd is a proven financial service provider and has redefined the way people used to invest and save. With over 50 years of combined experience of the team, the company focuses on goal oriented long term savings – Like Children Education Planning, Retirement Planning, Children Marriage Planning, Long Term Wealth Creation and Tax Saving Investments planning based on the individual investors risk taking ability and the investment horizon.
To have a customized plan for all its investors, Swaraj Finpro Private Limited uses Robo Advisory Tools which provides unbiased solutions for each of the needs of the investors. State-of-the-art CRM software integrated with online transaction platform (NSE) helps investors transact and monitor their respective portfolios as well the financial goals on the go!
Swaraj Finpro Private Limited also provides self-help visitors plan their Goals or Investment using the free Tools available on the website. From a simple SIP investment planning to long term investment goal planning can be done without any human intervention using the Financial Calculators, Model Portfolios and tenure based investments.