To have a customized plan for all its investors, Swaraj Finpro Private Limited uses Robo Advisory Tools which provides unbiased solutions for each of the needs of the investors. State-of-the-art CRM software integrated with online transaction platform (NSE) helps investors transact and monitor their respective portfolios as well the financial goals on the go!
Swaraj Finpro Private Limited also provides self-help visitors plan their Goals or Investment using the free Tools available on the website. From a simple SIP investment planning to long term investment goal planning can be done without any human intervention using the Financial Calculators, Model Portfolios and tenure based investments.
“We are a process driven enterprise and want to empower general investors to plan their financial goal in scientific manner and help them achieve their financial goals well in time. It is more a ‘Plan and invest by yourself kind of technology available to investors,” avers Ajay Kumar Jain, CMD, Swaraj Finpro Private Limited formerly Swaraj Finpro Private Limited Management Pvt. Ltd.
The company focuses on knowledge enhancement of the investors and have a very exhaustive Blog Section and Knowledge Section. The investors can also write to the company if they have an investment query.
The company has a young and well groomed team of experienced investment advisors and service professionals who hand hold investors not only with their investments but also support with excellent customer service. According to Mrs. Nivedita Jain, Director, Swaraj Finpro Private Limited formerly Swaraj Finpro Private Limited Management Pvt. Ltd “We believe at the core of our heart that proper planning with right execution is the key to lead a successful financial life.And it’s always better to be an informed investor than a speculator”.
If you wish to have a house by the beach or want yourchildren get overseas education or if you simply want to be rich, these will henceforth not remain your mere dreams anymore as you can now plan your investments well with help of Swaraj Finpro Private Limited formerly Swaraj Finpro Private Limited Management Pvt. Ltd!
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future” – Alexa Von Tobel
Ajay Kumar Jain is the Chairman and Chief Managing Director of Swaraj Finpro Private Limited formerly Swaraj Wealth Management Pvt. Ltd. He is a certified investment and wealth manager whose mission is to simplify investment planning for its esteemed retail and HNI clients.
Ajay Kumar Jain keeps work ethics at the pinnacle in the organizational culture. He has passion for Financial Planning and Wealth Management and is undoubtedly dedicated to the financial healthiness of those who partner with him from inception to completion.
For the past two decades, Ajay Jain has been delivering great value to its clients as a financial advisor. With deep analytical ability, he has been assisting his clients with financial planning while taking care of their short term needs and long term goals.
Ajay Jain believes in Customer first philosophy and put forth his client’s interest before anything else. He works hard to ensure that his customers make the most out of their money.
Vision And Mission
Our vision is to be the most preferred and trusted Investment Management Company in India and abroad, and to be Your Investment Friend forever as first choice whenever you think of financial planning.
Our Mission is to be the most Professional company which always thinks of Investors? We are Solution Providers as profession and not product sellers.
Integrity: At Swaraj Finpro we value our reputation for integrity in our dealings. We set great store by ethical values and transparency. We take pride in following the laws of the land in letter and spirit.
Unrelenting Customer focus: We treat our customers with the utmost fairness. No matter what their economic status is, we offer everyone prompt and courteous service, with high levels of transparency.
Cutting-edge Technology: Technology is central to our vision. We continue to invest heavily in technology to enhance customer experience and drive efficiency in operations. We believe in tech-led innovations to deliver seamless and responsive financial services of ever greater value to customers.