The people behind SWS
Meet Our Expert Team
Our team brings together the skills and deep industry experience needed to guide clients with confidence. Highly qualified Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs) and Chartered Accountants (CAs) offer decades of collective, hands-on expertise across markets and economic cycles.
We deliver goal based investment strategies for individuals, families and businesses, with a strong emphasis on long-term growth, disciplined risk management and financial well-being.
AMFI Registered Mutual Fund Distributor (ARN-90746, valid till 25 July 2028).
SIF Distributor, APMI Registered PMS Distributor.
- Certified Financial Planners
- Chartered Financial Analysts
- Chartered Accountants
Executive overview
Leadership Team
Close to our clients
AssociateDirectors & Branch Heads
Mumbai
Pune
Nagpur Everyone you will meet
Branch teams
Talk to an SWS expert
Get goal based investment and insurance guidance from our experienced team.