About Us
Experts in Providing Investment Consulting Services
Service Since 2015
Swadeshi Money is an Ahmedabad based finance company dedicated to helping our clients achieve financial independence. As an AMFI registered mutual fund distributor, we have been providing reliable and personalized financial services for many years.
Our offerings extend beyond mutual funds to include demat accounts, fixed deposits, insurance, tax planning, P2P, PMS, AIF, unlisted shares, investing in gold and silver ETFs and FoFs, and more. We serve both individuals and corporates, with a goal to help 10 thousand clients secure prosperous and financially stable futures.
We have served countless clients, delivering happiness and financial independence. Trust us to be your reliable partner in this journey. Secure your financial future with Swadeshi Money today!/p>
Our Mission
Our mission is to make individuals financially independent and help them achieve their goals. We aim to serve 10 thousand clients on their journey to financial freedom, providing reliable and tailored financial solutions. Our dedication to client success drives us to deliver exceptional service and support. We believe in empowering our clients with the knowledge and tools they need for financial stability. Together, we create pathways to a prosperous future.
Our Vision
We envision a world where financial independence is within everyone's reach. As a leading financial advisory firm, we strive to set the standard for excellence in the industry. Our vision is to be the trusted partner for individuals and businesses alike, helping them navigate their financial journey. We aspire to continuously innovate and improve our services to meet the evolving needs of our clients. Our commitment to integrity and client-centricity defines our approach and drives our growth.
Reason for Choose Swadeshi Money
Personalized Solutions
Tailored financial strategies that align perfectly with your goals.
Trusted Expertise
Years of experience ensuring reliable and knowledgeable advice.
Comprehensive Services
From mutual funds to unlisted shares, all under one roof.
ClientCentric Approach
Prioritizing your success with transparent and ethical practices.
Holistic Planning
Supporting individuals, companies, trusts, and MSMEs to achieve financial freedom.
Proven Track Record
A legacy of helping clients secure prosperous and financially stable futures.
Total Product
January-March 2024
3,456
+25% per week
We keep ourselves
up to make your Dreams come true
We are a company that offers design and build services for you from initial sketches to the final construction.
We are a company that offers design and build services for you from initial sketches to the final construction.
We are a company that offers design and build services for you from initial sketches to the final construction.
We are a company that offers design and build services for you from initial sketches to the final construction.
We are a company that offers design and build services for you from initial sketches to the final construction.
We are a company that offers design and build services for you from initial sketches to the final construction.
We Believe In Success
Discover
The first & foremost step in any journey is to ascertain where do we stand and what are our strengths & weakness.
Explore ServiceDefine
The next step is to define where we want to reach. We will discuss your goals & desires during this phase.
Explore ServiceDesign
We will design your roadmap to tread on the path to Financial Freedom after taking into account your Financial Goals.
Explore ServiceDevelop
We will develop Specific steps to be taken by you to achieve your Financial Goals after discussing your strenghts & weaknesses.
Explore ServiceDeploy
We urge you to put the plan developed in previous step into an action so that money starts working towards your Financial Goals.
Explore ServiceDeliver
We will continue to monitor the progress of your plan towards achievement of your Financial Goals & suggest remedial actions if plan goes awry.
Explore ServiceTeam Behind Company
Bertram Irvin
He is Chairman and Chief Executive Officer of Swadeshi Money.
Marian Lenora
She is Chief Investment Officer of ETF in Swadeshi Money from 2021.
Herman Gordon
He is Senior Retirement Plan Consultant of Swadeshi Money.
Call: (+91) 9427417055
Do you Have
any idea to Join
With Us
Believe us when
it comes to investment
The moment, so blinded by desire, that they cannot foresee and trouble that are bound to ensue.
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