SWS started its journey in 1995.
Welcome to SWS Financial Solutions Pvt Ltd, a leading financial advisory firm established in 1995, with a commitment to providing our clients with sound financial advice and personalized solutions. Our team of Certified Financial Planners (CFPs), Registered Investment Advisors (RIAs), Chartered Financial Analysts (CFAs), and Chartered Accountants (CAs) are dedicated to providing comprehensive financial planning and wealth management services to individuals, families, and businesses.
With branches located in Pune, Mumbai, and Nagpur, and our head office in Nasik, we are able to provide our services to clients across the country. At SWS Financial Solutions, we understand that every client has unique financial goals and needs, which is why we take a customized approach to financial planning. Our team works closely with each client to understand their goals and develop a personalized financial plan that takes into account their specific circumstances.
Our range of services includes investment management, retirement planning, tax planning, estate planning, risk management, and more. Our goal is to help our clients achieve their financial objectives and create long-term wealth through our expertise, experience, and personalized service.
We pride ourselves on being a trusted partner to our clients, providing them with the information, tools, and support they need to make informed financial decisions. At SWS Financial Solutions, we are committed to helping our clients navigate the complex world of finance and achieve financial success.