SwarajMoney

User TypeAdvisor
Entity NameSwarajMoney
Member since07/08/2011
SEC Registration #
Minimum Investment Required($ 1.0)
Assets Under Managment$ 1.5B

Summary

About Swaraj Money

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.

Contact Details

 
LocationJabalpur, OTHER
AddressSWARAJ MONEY 1178, SHOP NO.1 HOME SCIENCE COLLAGE ROAD,OPP. AAYUSH GALLERY, - 482001
Postal Code482002
CountryIndia
Phone9993025625
Fax
Web Sitehttp://www.swarajmoney.com
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Other resources

IARDInvestment Adviser Registration Depository
FINRAFinancial Industry Regulatory Authority
AAFMAmerican Academy of Financial Management
CFPCertified Financial Planner Board of Standards
FPAFinancial Planning Association