Swan is a boutique financial advisory and other financial services provider firm – boutique because we create financial solutions tailored to specific needs of our clients. One size does not fit all when it comes to today’s financial challenges. As a one-stop solution provider, we cover the complete spectrum of financial services required by SME, MSME, Corporate Houses and HNIs.

Growing-up from scratch and existence of over 2 decades, gives us an understanding and perspective to acknowledge and better understand the issues encountered by businesses in their routine activities as well as in different growth stages. Our extended network and on-ground presence has helped us in establishing a repository of knowledge and experiences, which qualifies as our true unparallel asset. We consider every assignment to be unique but learnings from past do assist us.

We can be of assistance in addressing a routine financial services requirement, working on a more complex assignment or even resolving the early stage financial stress in the system.

At Swan, we sit with clients, listen to their issues, understand their business and consult them first; helping them understand the gist of both problem and proposed solution in layman’s language and then structure a roadmap and put it to execution.

We have forged long-term partnerships with our existing patrons and strongly believe that substantial value creation and exchange can only happen over an extended period of time. In advisor’s capacity, as and when required, we engage with top management to deliver our unbiased and research based actionable advisory on matters ranging from financial management, expansion, business opportunities and analysis etc.

Swan has dedicated verticals and teams to provide specific set of services. In-house capabilities and cross-functional team are our true strengths. Lead by team of experts, each vertical within Swan has a rich experience of accomplished deals.

Time and again we have provided the latest and best financial products available and even went further to structure certain products on our own. This enables us to address unmet local industry demands, deliver benefits and thus create a significant positive impact to the bottom-line of our clients. Another point of strength is our conscious effort to be at the fore-front of technology and to remain ahead of curve.

We are people driven by fundamentals and conform to a set of best practices that have benefited our clients and have been the foundation of our growth so far.

Client above everything else – is our motto. Client and his requirement always remain the primary focus of our work. We aspire to build mutual trust, based on which we make out financial judgements and this in turn creates long-term monetary benefits for both Swan as well as for our clients.