Swaraj Money is a niche boutique Wealth Management and Investment
Advisory firm with an extremely strong focus on client relationship. The
team at Swaraj Money has 6 years of proven track
record in Financial Services and Investment Advisory domain and brings
with it strong research and investment advisory capabilities keeping in
mind the regulatory framework and the volatility in the investment
climate. We offer a progressive planning practice that differentiates
itself by being disciplined, well researched and profitable. We are a
privately owned company and therefore core decisions regarding our
processes and practices start at grassroots, ensuring all angles are
covered in the decision making process. It is our belief that by
providing a personalized and consistent service experience, we ensure
long and fruitful relationships with our clients. In the true spirit of
our commitment, we conduct open discussions to seek first to understand
what is important to the client and then to be understood when finding
solutions to their financial position. Considering the tumultuous and
the volatile times that we are living in, the need for valuable and
active financial planning and wealth management has never been more
important and critical. The goal is to create, grow and preserve wealth.
The advisory practice is built on the foundation of trust, integrity
and responsibility and hence we are always committed to exceeding the
expectations of the clients. Across all solutions, our first exercise is
to discuss with you extensively to understand your context, aspirations
and constraints. We prefer working with our clients over multiple years
rather than focusing on one-off transactions. Irrespective of which
services you choose, we will be committed to provide you quality service
over the long term. Client Loyalty is extremely important to us as most
of the client relationships we have are only by invitation and we do
not indulge in any mass marketing strategies.
We-The People
Mr. Ajay Kumar Jain holds Masters Degree in Science in
stream of Geology and has six years of rich experience in the Financial
Markets, Wealth Management and Advisory Services and has a proven track
record of managing multiple assets class. His previous assignments
include a 360 degrees Tax and Financial Planning and Wealth Management.
To add to this, he is an ardent Finance Professional who is well versed
in Tax Laws, Commercial Laws, Company Law, Accounting, Portfolio
Management Services (PMS) and Fund Management which can thus help in
providing a wide spectrum of services to clientele of the company. He is
a certified Advisor of Association of Mutual Fund in India (AMFI) and
Insurance Regulatory & Development Authority (IRDA), Associated with
many elite clubs for IFAs formed by various Asset Management Companies
like Reliance, SBI & Birla. He has an incredible foresight and a
financial acumen. Thus, having worked across the value chain from the
high end Corporate Advisory and Private Wealth Management Segment to the
mass affluent retail customers, the strength of clientele exceeds 2000+
customers across India & abroad, the team has hands on experience
and sound knowledge of the domestic & international financial
markets along with an understanding of the prevailing regulatory
framework.