Swara Capital offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors.

We at Swara Capital helps you making decisions about investment mix and policy, matching investments to achieve your objectives and helps for asset allocation for individuals and institutions, and balancing risk against performance.

At Swara Capital we help in determining strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, growth vs. safety, and many other trade-offs encountered in the attempt to maximize return according to your given appetite for risk.

The Key Benefits of Swara Capital

• Experienced and Professional fund management team

• Strong and Active risk management

• Diversification of portfolio for adequately spreading equity related risks.

• Active and regular monthly review and portfolio rebalancing

• Flexibility to switch from one strategy to other

• Additional purchase facility & Partial Withdrawal facility

Why invest with us?

• Buy & Hold philosophy with focus on better post tax returns for the clients

• Stock selection based on Quality of Management / Cash Reserves / Return on Equity /      Valuations at which the stock is available

• Swara Capital Flagship "Value Strategy " has consistently outperformed the benchmark across market cycles.

• Focused Portfolio Investments for client.

• Clients will get 24 *7 access to his portfolio on the web.

• 100% Transparency  

here are many benefits of availing Swara Capital Services. Some of them are:

1. Professional Management: SPM provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.

2.Constant Portfolio Tracking: We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.

3.Risk Control: Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. We have very robust portfolio management software that enables the entire construction, monitoring and the risk management processes.

4. Convenience: Swara Capital Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.

5.Transparency: You will get account statements and performance reports on a monthly basis.

Thats not all; web access will enable you to track all information relating to your investment on daily basis. A password protected web login will enable you to access details of your investment on click of a button.

Along with it we also send half yearly reports and yearly Audited reports for convenient Tax Filing.

6. Personalized Approach: In SPM, you gain direct personalized access to the professional money managers who actively manage your portfolio. This interaction may come in various different ways including in-person meetings, conference calls, written commentary, etc with the fund management team.

So now you need not worry for achieving your financial goals as we are ready to serve you with maximum precision. Please feel free to give your all financial worries to us and move out with confidence. You can make our dream home can have our dream car can have a worry free retired life just need to plan effectively. At Swara Portfolio Management we strive to provide you best of the services.

Together we can together we will

Swara Portfolio Management