Mutual fund distributor · Since 1995
Mutual Fund & Insurance Services in Nashik to Empower Your Future!
AMFI Registered Mutual Fund Distributor (ARN-90746, valid till 25 July 2028).
SIF Distributor, APMI Registered PMS Distributor.
We provide a comprehensive goal based framework and services to individuals, families and businesses in Nashik, Pune, Mumbai and Nagpur.
SWS is a symbol of quality, reliability and complete credibility. Our expert team delivers customer-centric, hassle-free financial services in an environment of complete trust and integrity.
Why choose SWS
Experience you can trust
30+ years of helping investors move from financial awareness to financial freedom.
Licensed services
AMFI registered Mutual Fund Distributor, SIF Distributor and APMI registered PMS Distributor.
Team of experts
Certified Financial Planners, Chartered Financial Analysts and Chartered Accountants.
Proven experience
30+ years across market cycles, managing ₹1,000 Cr+ of client assets.
Happy customers
10,000+ investors and families trust SWS. The number tells the story.
What we do
Financial Services Offered
Mutual funds, insurance and planning, all under one roof.
Goal based investments
Plans for education, marriage, home and retirement, for individuals, families, organisations and trusts.
Learn moreSIP & mutual funds
SIP and lumpsum investments across equity, fixed income and hybrid mutual funds.
Learn moreInsurance services
Life, health and general (non-life) insurance to protect what matters.
Learn moreLiability assessment
Strategies for taxes, succession and smooth wealth transfer.
Learn more
Our vision & values
Our Vision & Values
The philosophy and vision of SWS is to bring Happiness and Peace to millions, by facilitating the journey towards financial freedom with top class, goal based financial services.
- Professional excellenceEssential for growing in today's competitive environment.
- TrustThe foundation of our organisation.
- Holistic growthGrowth for our team, associates, friends and investors alike.
- Social enrichmentBlood donation camps, support for tribal schools and schools for differently enabled children, and cultural events.
- From financial awareness to financial freedomTaking investors to a life free of financial worries through the right financial awareness.
Near you
Serving Nashik, Pune, Mumbai & Nagpur
FAQ
Frequently asked questions
Is SWS a registered mutual fund distributor?
Yes. SWS Fintech Services Pvt. Ltd. is an AMFI registered Mutual Fund Distributor (ARN-90746, valid till 25 July 2028). We are also a SIF Distributor and an APMI Registered PMS Distributor.
Which cities does SWS serve?
Our head office is in Nashik (since 1995), and we serve clients in Nashik, Pune, Mumbai and Nagpur. Clients in other cities can work with us over phone, email and online meetings.
What services do you offer?
Goal based investments, mutual fund investments through SIP and lumpsum across equity, fixed income and hybrid funds, life, health and general insurance, and liability assessment covering tax and succession strategies.
Are you an investment adviser?
No. We are Mutual Fund Distributors and not Investment Advisers. We may receive commissions from Asset Management Companies (AMCs) for distribution services, as explained in our Commission Disclosure.
How do I get started?
Call Mr. Vikrant Rathod on 75078 84477 or our office on 0253-2975975, email contact@swsfspl.com, or send the enquiry form on this page. Our team responds within 2 working days.
Talk to us
For any enquiry, call or write to us
Or send us a message about your goal based investment needs. Our team will get back to you within 2 working days.