Swell your wealth,
one disciplined step at a time.
SWEALTH SERVICES helps individuals and families across India invest in mutual funds, NPS, gold bonds, deposits and insurance — with clear information, honest paperwork support and a dashboard you can actually understand.
Services built around real goals
11 focused services, each mapped to something specific you're trying to build toward.
Mutual Funds & SIP
Start or grow a Systematic Investment Plan across equity, debt and hybrid schemes from 12+ AMCs.
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Specialized Investment Fund
Access newer SEBI-recognised SIF strategies positioned between mutual funds and PMS for eligible investors.
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Retirement Solutions & NPS
Build a retirement corpus through the National Pension System and retirement-oriented mutual fund schemes.
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Child Education Solutions
Direct disciplined, long-horizon investments toward your child's school and higher-education milestones.
ExploreChild Marriage Solutions
Set up a dedicated, goal-tagged investment bucket to build toward your child's wedding expenses.
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Insurance Solutions
Life cover with Bajaj Life, health cover with ManipalCigna, and general insurance — under one roof.
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Fixed & Recurring Deposits
Stable, tenure-bound deposit options for capital protection and predictable, scheduled savings.
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Sovereign Gold Bonds
Government-backed bonds denominated in grams of gold — a paper alternative to holding physical gold.
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Home & Car Loan Assistance
End-to-end coordination with lending partners to help you access home and vehicle loan options.
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Loan Against Mutual Funds
Access short-term liquidity by pledging your existing mutual fund units as collateral, without redeeming your investments.
ExploreEstate Planning
Coordinate nomination, succession and will-related documentation so your investments transfer smoothly to those you choose.
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Distribution, done transparently
We are an AMFI-registered Mutual Fund Distributor — not a SEBI Registered Investment Adviser. That distinction matters: it means our role is to make investing accessible, well-documented and easy to track, while every scheme choice remains yours.
- Commission earned from AMCs is disclosed openly on our Commission Disclosure page.
- KYC, KRA and nomination paperwork handled or guided end-to-end.
- A dedicated Analytics dashboard so you can see exactly where you stand.
- Grievances routed through a documented, SEBI-aligned escalation process.
From first call to first SIP
A genuinely sequential process — each step builds on the one before it.
Say hello
Reach out by phone, WhatsApp or the contact form and tell us what you're trying to achieve.
Understand your KYC
We check your KYC / KRA status and help complete it if it isn't already in place.
Choose your schemes
Review scheme options across 12+ AMCs and decide what fits your own risk appetite.
Invest & track
Start your SIP or lumpsum, then track everything from your Analytics dashboard.
Numbers that reflect steady work
Schemes from 12+ fund houses
We distribute regular-plan schemes across the following AMCs, and more.
What investors tell us
“Started my first SIP through SWEALTH in 2021. The team explains things in plain language and the Analytics dashboard makes it easy to check my folios anytime.”
“Helped my parents move a maturing FD into a mix of debt funds and an SGB tranche. Everything was explained clearly, including the risks.”
“Good, responsive service. Appreciated that KYC and paperwork was sorted out for me instead of having to figure out three different portals.”
From the blog
Understanding SIP: How Small, Regular Investments Add Up
A look at how a Systematic Investment Plan works, why the timing of contributions matters less than consistency, and w…
What Is an Expense Ratio and Why It Matters
Every mutual fund scheme charges an annual fee. Here's what the expense ratio covers, how it's capped, and where to fi…
Equity vs Debt Mutual Funds: The Basics Explained
Two broad categories, two different risk-and-return profiles. A plain-language walkthrough of how each one is built an…
Ready to put your first rupee to work?
Tell us your goal — education, retirement, a home, or just steady growth — and we'll walk you through scheme options that fit.