One-stop destination for personalized financial services.
A single place for tailored, comprehensive financial services, addressing individual needs and goals efficiently and conveniently.
Who are we
We are a friendly group trying to build a best-in-class personal financial solutions practice to help individuals and their families fulfill their financial aspirations.
Our vision is to be a reputed personal financial solutions company, respected for its integrity, quality of solutions and customer service.
Our mission is to help our clients fulfill their financial aspirations by being caring, objective & proactive, independent and impartial while being ethical and sincere.
We are professionals trying to make an entrepreneurial career. We are led by a team with a collective experience of over three decades in financial services across best known companies. We are passionate about success. We were brought up in middle class families with middle class values of integrity, yearning for knowledge and passion for success.
We are led by a team with a collective experience of over three decades in financial services across best known companies. We are passionate about success. We were brought up in middle class families with middle class values of integrity, yearning for knowledge and passion for success.
The Svasti way
- Our philosophy: key elements of our philosophy of doing business are
- Simplicity: We like to keep things simple
- Long term relationships: we wish to build a long term relationship based on trust and care
- One stop solution: we aspire to be one stop solution for all your personal financial needs
- Independent : we choose to be independent of product providers
Who can become a customer of Svasti
Customers
Customers
- If you are someone who needs to save money to fulfill your life aspirations you can benefit form our expertise.
- If you are someone who is unable to save and is often out of money you will be surprised to discover the optimization our expertise can do to your personal finances
- If you often find yourself at sea with the complexities of financial products & services- varied terms & conditions to tax compliance, you can benefit from our knowledge.
We strive to offer you best of class products.
As a philosophy we aim to tie up with multiple product providers in each product category. This allows us to be objective and independent.Our product offering can be classified into the following categories: