About Me
At Swamini Investments we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy since inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
I am Dr Sanjay Agrawal practicing at Titwala since last 20 yrs.I wanted to invest my money in mutual funds as investing in property was not giving good returns. But I didn't had any knowledge about mutual funds, so was bit confused whom should I consult. At that time Mr Deepak Joshi told me about his work .He was working as a financial adviser for many of his clients but I didn't know about it. So after taking his advice and getting some knowledge from him about mutual funds I started investing in it on regular basis. Deepak helped me plan my future financial goals and accordingly invested my money. He keeps a keen watch on markets and gives his honest opinion about investments through what's up regularly. It's been about 2 years I started investing in MF through Deepak and I can say that he helped me in growing my money. He is a honest, humble and down to earth man and always ready to help you. I would suggest ,if any one wants to invest in MF and see his money grow then DEEPAK JOSHI is a right person for this job. And more importantly he don't charge a penny for that.
DR SANJAY AGRAWAL
hello, i am vishal shinde, who has entered in mutual fund world with the help of Deepak Joshi. i was completely blank about the share market and mutual fund. still i remember, while starting the SIP, i had asked lot of questions, related to mutual fund/share market and deepak answered each and every question. Here i would like to say a "BIG Thank you 😊" to Deepak for his guidance and support, based on which, I had decided to enter in mutual fund world. IT-Network Engineer
VISHAL SHINDE IT
-NETWORK ENGINEER
I would like to thank Deepak Joshi for his good work and guidance for maintaning my financial portfolio . He is competent, knowledgeable and has a holistic approach to financial planning. He listens well to my needs and is able to recommend products accordingly. He is always diligent in his responsibilities where he keeps me updated on trends, financial situations and provides me with options. I appreciate his positive attitude, being transparent and help full whenever its needed.
PARAG AGRAWAL
OPERATIONS MANAGER, ATOS SYNTEL
I have been associated with Dipak Joshi since 4 years and have been constantly rewarded with fantastic returns. Such advisor will save a sizeable part of your wealth erosion during bad times. I hope to continue our relations through our generations.
ANKIT D. BAJAJ
(CHARTERED ACCOUNTANT)
Dipak joshi is the name in Investment industry is small but his work is always on Top because he is not working for only earn money... He is working for both for self and best for customers. I blindly trust on him, I started SIP in 2014 also Dipak helped me in Home Loan investment Plan ,Foreign Trip Plan, children's SIP plan I can say that he helped me in my money Growing
MANOJ DUBEY
IT ENGINEERS