Exclusive . Personalised . Human Touch
Private Wealth Management
with mutual funds.
because you deserve more.
In the broken financial services industry where everyone is out there to sell
something to you, we will be the refreshing change where we want to be of
service.
Our promise, with you all the way.
Top clients
Rs. 50+ Lacs
Ahmedabad
Average account size- Rs. 20 Lacs
Rs. 75,000 SIP for 15 years
Rs. 60 Lacs Lumsum in 15 years
Building India’s 5 Cr. club
True
- Transparency
- Ethics
- Accountability
- Personal Touch
On a mission to offer amazing Mutual Fund investing experiences, not painful ones.
#Swiftfoliosbuilt with care
Mixed Asset
30% Equity
Violet Portfolio
Mixed Asset
50% Equity
Indigo Portfolio
Mixed Asset
70% Equity
Blue Portfolio
Mixed Asset
90% Equity
Green Portfolio
Indian
100% Equity
Yellow Portfolio
Global
100% Equity
Orange Portfolio
Create your own Customised Portfolios too!
One ObjectiveTo help you avoid mistakes
We are not in the business of doing funny things with your money. Doing simple things right time and again has proven to produce remarkably good results. In fact, our recommendations will almost sound too simple to be true.
And your tax filing is on us for free, complimentary!
Founding TeamPrinciples of Stewardship
Saptarshi Das, CFA
Postgraduate in Management from Imperial College London, UK
and a CFA Charterholder with 15 years of experience. Along
with Swiftfolios, he is the portfolio manager of a private wealth
management services firm @ KGS which engages with an elite list
of HNI entrepreneurs and family offices to implement their private
wealth investment policy which involves discretionary fund advisory.
Prior to KGS, he worked in a $7 Bn asset management house (Octopus) in London, UK,
investing globally (multi-asset class) and at FQS Capital Partners where he was
responsible for quant and risk analytics.
Khushboo Engineer, CIPD
Engineer and post-graduate in management from Aston University, UK.
She is a very big advocate of sustainability as well as women
empowerment with special interest in developing strategies
which make women more independent, in control and at peace. She
takes pride in seeing women overseeing their wealth with
self- confidence. She believes empowered mothers are
happier and more productive towards bringing up confident
and resourceful children.
#wealthManagemenForWomenEmpowerment
99%
client retention record in two years of operations.
We help you do simple things with your money, we don’t over-promise, and
therefore we will not under-deliver. Best of it, you will always have
someone to be a sounding board if you find yourselves with questions
on what to do with your money.
Giving you one less thing to think about as you concentrate on what matters.
