Our Investment Options
Discover a world of investment possibilities with SHWEGAL FINTECH's range of products, including equity portfolio management, mutual funds, and insurance options.
PRE-IPO SharesNew
This exclusive opportunity enables investors to support and participate in the growth of promising startups before they enter the public market through an initial public offering (IPO) nvestors interested in participating in SHWEGAL FinTech Pvt. Ltd.’s Pre-IPO Shares program must adhere to specific eligibility criteria, such as being an accredited investor or meeting other regulatory requirements. The company collaborates with reputable brokers to facilitate transactions and ensure compliance with relevant laws and regulations
NRI Investment OptionsNew
To achieve your financial goals, we offer a diverse range of investment options, including managed equity portfolios, mutual funds, ULIPs with lifetime income plans, term insurance, and real estate investments.
Equity Stock Market Portfolio Management
Our core offering is equity stock market portfolio management. We have a team of experienced professionals who analyze market trends, perform in-depth research, and make informed investment decisions on behalf of our clients. We carefully construct and manage portfolios to maximize returns while effectively managing risk. Our expertise in equity markets allows us to identify growth opportunities and optimize the performance of our clients' portfolios.
Mutual Funds
We are an AMFI-registered, ARN-holder, & mutual fund distributor that provides a wide range of mutual fund investments based on your goals and time horizon. We also provide mutual fund portfolio management, which closely monitors growth and switches to maximise returns while reducing risk factors based on market conditions. We are associated with well-known brokerages and research-based brokers who provide us with back-to-back portfolio management for our esteemed clients.
Insurance Options
Our goal is to help our clients protect themselves and their loved ones from unforeseen circumstances. We offer tailored insurance solutions to meet individual needs and provide peace of mind. We partner with leading insurance companies to provide a comprehensive range of insurance products. These include building Insurance, Travel insurance, life insurance, health insurance, general insurance, and more.
Tax Saving & Retirement Goals
We understand the importance of planning for retirement and help our clients develop a comprehensive retirement plan. Our experts assess clients' current financial situation, determine retirement goals, and create personalized strategies to achieve those goals. We consider factors such as investment options, tax implications, and future income sources to ensure a comfortable retirement.
Comprehensive Financial Planning
We offer holistic financial planning services that cover various aspects of our clients' financial lives. Our expert team works closely with clients to understand their financial goals, risk tolerance, and time horizon. Based on this information, we create personalized financial plans that encompass investment allocation, asset diversification, tax planning, estate planning, and more. Our aim is to provide clients with a roadmap to achieve their financial aspirations.
Health Insurance
SHWEGAL FinTech Pvt. Ltd. provides a comprehensive array of insurance products tailored to meet the diverse protection needs of individuals and organizations alike. These encompass: Health Insurance, Term Life Insurance, Vehicle Insurance, Building & Factory Insurance, Contractor All Risks Policy, MSME Insurance, Group Employee Health Insurance, and Travel Insurance Through strategic partnerships and expert advisory services, SHWEGAL FinTech Pvt. Ltd. helps clients secure peace of mind and safeguard against unexpected events.
National Pension Scheme ( NPS )
SHWEGAL FINTECH can guide you through the National Pension Scheme (NPS) to help you achieve your retirement goals. We'll assist you with account setup, investment strategies, and ongoing support.
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