Proper management of finances is essential to living a life that is comfortably off. Accounting for long-term as well as short-term financial goals does not necessarily guarantee financial security. Personal financial planning is essential for making sensible decisions about the finances while enabling the achievement of the desired financial goals.
4. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
Benefits Of Mutual Funds
More The
returns You
will Get
Longer The
Period You
Invested
8. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
Why Swaraj Wealth?
To build wealth
Of course – the smart way!
You have
4
compelling reasons to sign up
10. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
Advisor + Facilitator
Web Site – Secured.http(s)
NSE NMF II (Secured) Bank(Secured)Investor(Tranxn)
Mutual Fund (Secured)
11. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
Reason No 1
Free-for-life account
✓No hidden charges at all
✓Your mutual fund investment account with
Swaraj Wealth is free-for-life.
✓There are no account opening charges,
transaction or maintenance fees.
✓You also get to benefit from our financial
advisory services at no cost.
12. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
Reason No 2
Expert advisors
✓Always at your service
✓Every investor with Swaraj Wealth gets a
dedicated investment advisor.
✓You can choose to benefit from the expertise of
our certified investment advisors.
13. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
Reason No 3
Secured transactions
✓Bank level security
✓Swaraj Wealth is officially registered with the
industry regulator SEBI and with AMFI.
✓All our data and web services are hosted with 24x7
physical and electronic security
✓Our network communications are secured with 128-
bit encryption.
✓Unique 4 level security
14. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
Reason No 4
Family friendly
✓Multiple accounts,
✓One login With Swaraj Wealth, you can invest for
your family too.
✓All you need to do is add members to your login ID.
✓You can then invest and manage the investments of
your entire family, open minor accounts for your
kids, make joint investments, and much more.
15. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
How it works
✓Building wealth with Swaraj Wealth is quick and easy.
✓ Get started with just 3 steps.
1st Step
✓Create Investment Account (First Time Investors)
✓With a free-for-life account, you get investment ready in just a short
period using your PAN and Bank details.
16. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
2nd Step
Invest with ease (Existing Investors)
Pick the best mutual funds to invest
in with the help of Your Investment
Friend Swaraj Wealth .
You can also talk to our expert
investment advisors for
recommendations and reviews.
17. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
3rd Step
Track your Progress
Watch how your money is growing with
our simple &
Powerful dashboard on the website –
Log on to
www.swarajwealth.com
or
Down load Mobile App -
swarajwealth.
Build wealth, the smart way.
18. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
We understand your Life Financial Goals
It may be
➢I want my child to study advance course at Foreign
University; usually more than 50 Lakh as of now.
➢I want my child’s marriage to be lavish
➢I want to go World Tour with spouse; which costs Min Rs
10 to 20 lakh
➢I want additional Income after Retirement to fulfill
lifestyle expenses; like advanced version of car, mobile
or it can be any thing
➢How will I manage my huge Retirement Emoluments.
19. Swaraj Wealth Management Pvt. Ltd. Jabalpur. Mobile : +91 9993025625
We can anticipate your concerns & Challenges
1. What happens to my investment if I move out of JABALPUR
2. I`m not able to keep track of investment done till date?
3. What do I do if I want to withdraw money or invest more?
4. How I can come to know when to book profit or when to
invest more?
5. Is there any one who can remind me all these issues even I
am not able to see computer or I am at the field
6. Is online investment or Redemption safe?