Swan Investmentors Pvt. Ltd. is the wealth management division, managing personal wealth portfolio of our clients and helping them make the most returns out of it. Whether be it a-la-carte investment advice or an end-to-end financial planning, our endeavor is to generate gains and safeguard wealth, helping clients strike a balance between their reward and risk appetite.
Beside investment advisory, clients can also avail our advisory services on matters of wealth structuring, tax saving, inheritance planning, retirement planning etc.
Swan is a turn-key solution provide and our advisory services are complimented by equally strong execution. We assist clients in understanding the approach and also in completing plethora of documents and help them save their time and efforts.
We understand the needs of HNI (High Net Worth Individuals) and have created the following bouquet of wealth management services:
- Mutual Fund, Fixed Return Instruments, Alternate Investment advisory
- Financial / Retirement planning
- Insurance and related product distribution
- Estate and succession planning
- Trust formation
- Structuring of investments and family assets
- Financial reporting and auditing
- Taxation advisory
- Inheritance Planning
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