Swyom Capital is a diversified hybrid financial services firm,
acting as a catalyst for individuals, households and corporates across
the globe through our dedicated human expertise.
We are into comprehensive goal-based asset allocation, providing all range of investments.
Income, Investment
& Goal Analysis
& Goal Analysis
Goal based Asset
Allocation
Allocation
Execution & Regular
Review
Review
Our Offerings
We provide a basket of financial instruments and wealth products to help individuals, households and corporates manage and allocate capital in accordance with their objectives and time horizon.
Equity
Mutual Funds
Bonds / Fixed Income
Unlisted Equity
Physical To Demat Services
Life Insurance
Health Insurance
Direct Equity
When we, as an investor, invest in a company’s equity to become its partial owner. Being equity shareholders, we have the right to participate in the company’s profits basis the shares we hold. If you wish to invest in equities directly through stocks, we help you to open a trading account and place buy and sell orders.
Mutual Funds
Let’s beat inflation and build a corpus that will help you fulfil your goals by participating in Mutual Funds. Mutual funds are professionally managed investment schemes that gathers money from many investors to buy diversified securities. Investing in Mutual Funds & ETFs involves some risk. Therefore, it becomes important to consider all important and relevant factors before investing, and avoiding common pitfalls.
Bonds / Fixed Income
The bond market is by far the largest securities market in the world, providing investors with virtually limitless investment options. Many investors are familiar with aspects of the market, but as the number of new products grows, even a bond expert is challenged to keep pace. Bonds can be bought and sold in the “secondary market” after they are issued. We tackle the complexities of this huge and diverse market for you to get to you the desired deals.
Unlisted Equity
Investing in companies that are privately held and have not yet been listed or gone through the IPO process makes sense if you have room for this category after allocating to domestic and international equity, mutual funds, fixed income instruments & gold; as the risk is high under these investments. There is no market price for shares of unlisted companies because they are not traded on stock exchanges. Instead, investors and promoters agree on a fair value for the share and we, at Swyom, help with such deals.
Physical To Demat Services
Get started with a Demat account and dematerialize your valuable shares with us. As one of the safest and most secure ways to continue transactions, a Demat account functions like a specific bank account that securely holds shares. It eliminates the risk of damage, loss, or theft of the share certificates associated with the shares in physical form. With our physical to Demat shares services, we overlook the shared management and dematerialization of the physical holdings along with promoting safe and secure electronic transactions.
Life Insurance
Today, almost everybody owns a life insurance policy. It could be for various reasons like investment purposes or for tax benefits, but the key point is that it provides complete peace of mind. With insurance plans, one does not have to worry about their family’s future security in their absence. These plans provide financial security to the surviving family members after the death of the insured.
Health Insurance
Health Insurance covers essential health benefits critical to maintaining our health and treating illnesses and accidents. It protects us from unexpectedly high medical costs, therefore safeguarding yourself and your family against health problems is the best investment you will ever make. Different insurance companies offer various types of health policies. You may avail of a plan that specifically caters to your requirements.
Utilities
Digital tools that makes our financial life easier.
Knowledge Hub
An investment in Knowledge pays the best interest!
What Makes Us Different
Insight, strategic intelligence, inclusivity, and transparency make us different.
Comprehensive Financial services- all under one roof.
Priority to data privacy, smooth paperless transactions, and easy access to the overall portfolio to self and family.
Formal, research-based analysis; goal-based asset allocation.
Spread awareness regarding estate and retirement planning.
What Makes Us Different
Insight, strategic intelligence, inclusivity, and transparency make us different.
Comprehensive Financial services- all under one roof.
Priority to data privacy, smooth paperless transactions, and easy access to the overall portfolio to self and family.
Formal, research-based analysis; goal-based asset allocation.
Spread awareness regarding estate and retirement planning.
Clients Testimonials
I feel satisfied for choosing Swyom as managers to my financial needs. Trustworthy, systematic and process driven. Great work, highly recommended.
Thanks for making my financial journey smooth and seamless. Be it Mutual Funds, Direct Equity or other allied services- Swyom has taken well care of it so far.
Swyom handles my investment & taxation in India while I am staying abroad. They have always been there for special assistance whether related to parents staying in India or NRI income. Overall a great team providing comprehensive services.
Coming from a business background, I never had time or interest into financial assets. Swyom made sure to take care of my financial journey and have also extended their support for ensuring my taxes are planned well.
Swyom has made investing completely stress free for me. I rely on their team when it comes to my investments. Swyom's app is comprehensive and easily accessible by all my family members.
Previous
Next
Kanaiya Thakker
Jt. President & Legal Head (Ambuja Cement)
Thanks for making my financial journey smooth and seamless. Be it Mutual Funds, Direct Equity or other allied services- Swyom has taken well care of it so far.
Kanaiya Thakker
Jt. President & Legal Head (Ambuja Cement)
Thanks for making my financial journey smooth and seamless. Be it Mutual Funds, Direct Equity or other allied services- Swyom has taken well care of it so far.
Kanaiya Thakker
Jt. President & Legal Head (Ambuja Cement)
Thanks for making my financial journey smooth and seamless. Be it Mutual Funds, Direct Equity or other allied services- Swyom has taken well care of it so far.
Kanaiya Thakker
Jt. President & Legal Head (Ambuja Cement)
Thanks for making my financial journey smooth and seamless. Be it Mutual Funds, Direct Equity or other allied services- Swyom has taken well care of it so far.
Our Team
Our Associates
Ajay Jain
Ajay is a Chartered Accountant with more than 14 years of work experience in Blue Chip companies like Asian Paints Ltd and BPCL. He is self-motivated and meticulous finance professional skilled at managing all type of financial operations.
Jyoti Ghai
Real Estate entrepreneur Jyoti Ghai is a leading business tycoon in the field of Real Estate Consultancy. She has received multiple awards as the Women Icon for Real Estate. The areas of her expertise include investment in real estate, buying, selling, and leasing of immovable properties; drafting, stamping, & registering of sale agreements and lease agreement.