Helping you invest, manage and grow wealth

We provide ethical financial well being and peace of mind to our customers and partners, leveraging our strengths in customer satisfaction, new age technology and knowledge in the financial field.

Work Experience

We have been in the industry for over 15 years and want to use that knowledge and technical know-how to connect to you and your investments. Our psych-tech driven ecosystem will ensure all your needs are met with utmost dedication and promptness.

Our Offerings

A diversified bookeh of products & Instruments we offer

Mutual Funds

Mutual funds provide diversification, we research a myriad of schemes to recommended what is best suited to you


Insurance gives you the advantage of protection and wealth management. We recommend the best plans, that ensure your peace of mind


Using our technical expertise, we provide you with the best comparisons, investments, analytics, advice, among others

Sovereign Gold Bonds

Better than holding physical gold, lesser risk and no purity & storage issues. Smart investment option to build a secure future

FDs, Government Bonds

Fixed income at the initial rate of interest, our recommendations are based on your risk appetite and our research and analytics.

International Equity and ETF

Overseas equity investments. Our technology enabled solutions provide a seamless digital investment experience, all at a lower cost.

Estate and Succession Planning

We guide you through the process of transferring your assets to the entities of your wish in the most desired way.


Easy and hassle free way to apply for Loan Against Security through Swan, making sure you retain the ownership.

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Ethical Declarations– Transparency and simplicity reflects in our work that ultimately benefits all our clients. We are loyal to our clients and place their interests above ours. We also make sure to deal fairly with all our clients.

At SWAN, we ensure to provide our clients the best portfolio based on their financial goals. We make sure to inform the client about the risks involved with the investment and this prevents the dialogue of being biased. Over the years we have developed trust with our clients which is why our clients have stuck with us for a long run.

Soft dollar policy– We limit the use of soft dollars so as to remain within the Section 28(e) safe harbor.

Our Team


Pramod Saraf

Director & Co-Founder

Pramod is a chartered financial analyst with over 20+ years of industry experience. He excels in interpersonal strategy and planning and is the driving force behind Swan Invest with in depth knowledge about investment advice and counselling, his vision and ideation has led the Swan to new heights.

Gaurav Agrawal

Director & Co-Founder

Gaurav is an MBA with 25+ years of experience in the industry. His forte lies in providing exceptional service to HNWI and unparalleled wealth management and business development.

Ashok Daftari


Ashok is a Law Graduate with over 20 years of service in the industry. He excels in developing enterprise level B2B services in the financial sector. His charisma and communication skills will win you over so quickly.

Meet rest of our team

Our highly dynamic and competent team gets us through all challenges. This how we manage to server our customers better and provide great services they’d love. Our veterans and interns work together to make sure our investors are happy and satisfied.

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