Because dreams need a plan
Good vacations don't happen by luck. Neither does good money.
Who's got your back
Markets move. Life moves faster. You need someone tracking both — not just your portfolio, but your goals, your timeline, and the curveballs in between. That's the job we signed up for.
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20+
Years of combined advisory experience
SEBI
AMFI / IRDA registered
1
Point of contact for every product
While you live your life, your money's building one too
You don't have to choose between enjoying today and planning for tomorrow. We build strategies that let both happen at once — so your money's working while you're out living.
Learn moreThis is where you hear what exactly needs to be heard
No templated advice. No jargon dump. Just a real conversation about where your money's going, where it should go, and what's actually realistic for you — served straight, no sugar.
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Start your free registration today now
Register nowWhere your money actually sits
No single-house pitch. We route across the institutions below, whichever fits your plan.
Our aim is to help you secure your long term financial well being and guide you through your financial life cycle
Mandar Kadam
Mandar Kadam is a commerce graduate from Mumbai University and also a license holder of AMFI and IRDA. He has over 22 years of sales experience in financial market and other issues pertaining to Merger and Acquisitions. His past experience includes working for ICICI Bank, HDFC Bank & Anand Rathi Group and Networth stock broking Ltd. He is also responsible for Acquisitions, Sales, Services and compliance issues. His main focus is to identify opportunities for our clients that can help them achieve their financial goals.
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Manasvi Kadam
Manasvi Kadam is an Arts graduate from Mumbai University and also a license holder of IRDA. She has over 8+ years of operations experience in financial market and other issues pertaining to Merger and Acquisitions, with past experience at Birla Sunlife Insurance Co Ltd. She is also responsible for Acquisitions, Sales, Services and compliance issues, her main focus is identifying opportunities that help clients achieve their financial goals, alongside overseeing the company's administration.
Get in TouchThe vision we see for you
We believe good financial advice shouldn't feel like homework. Our goal is simple: understand where you are, understand where you want to go, and build a plan that closes that gap — without jargon, without pressure, and without losing sight of the life you actually want to live.
Hear what our clients have got to say about us
Person 5
Things they have to say about Swara Investments
Debajyoti Bagchi
Mandar knows exactly how to use money efficiently to create wealth, how mind works behind money and the psychology behind the money.
Sanjay Kanojiya
Swara investments provides exceptional service, especially when it came to transitioning my portfolio. Their team is incredibly response.
What we do.
Rich experience and exposure to a wide variety of business situations
Ability to provide a comprehensive range of integrated services
Proficiency in rendering consistent, high quality, value-added services
Competency to provide focused advice, timely responses, and unique, creative, practical solutions
Maintenance of the highest professional standards
Doorstep service to our clients any time they require it
All financial services under one roof — one point of contact for all
Convenience and consolidation: one statement for every product
Let's talk about your plan.
No obligation, no hard sell.
One real conversation about where your money's going, where it should go, and what's actually realistic for you.
Ledger — new entry