About us

Who we are?

We are a leading distributor of financial products, serving more than 2000 happy families and corporates across the nation. Our strength lies in product knowledge, experience team and belief in spirit of financial freedom for all. Our passion for innovation and using technology as a tool helps in achieving financial goals with peace of mind.

78%

Statistic & Analytic

93%

Audit Preparation

87%

Management Consulting

Why us?

Goal-driven Financial Advisers

Clients come first

Clients are our first priority and we are ever ready to ensure they are heard and all promises are delivered.

Innovative

You imagine the future, we will in the gaps. Ever ready to innovate and bring new ideas to the table.

Partnership

We believe in moving forward together, and building deep, enriching and trustworthy relationships. Let’s grow together.

Strategic perspective

You point, and we will chart the way. Along every step, and decision, we ensure you are moving with your head held high.

Looking for a First-Class Invest and Growth Consultant?

I have made investments in mutual funds based on the suggestions given by Swan Invest. I am very much satisfied with Swan’s suggestions and services.

Mr. Surendra Nahata

I am fully satisfied with the services being provided. Thank you to the entire team of SWAN.

Mr. Satish Gohar

Journalist

I Nisha Paul appreciate the services of Swan Invest. We have been together for many years. They have good facilities and there is transparency in their work.

Nisha Paul

Professional Team

WE IMPROVE WORLD

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 counseling, 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

Director

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.