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Private Client Management (PCM)

A robust, client-focused investment process helps us to align our strengths along with the client's unique requirements. We do not believe in single transactional relationships with our clients. Rather we want to be associated in complete management of their portfolio and aspire to become a lifetime financial doctor for all our clients and their families.

SWAS uses its knowledge of investments, tax laws, and insurance to recommend financial options to individuals in accordance with the individual's short-term and long-term goals.

We follow a diligent process driven by portfolio approach towards our private clients' investments after doing a through analysis (investment profiling) of their financial goals, risk appetite and investment horizon.

Please get in touch with us to make a complete financial plan for you or for a review of your existing plan.

Minimum Investment Criteria for PCM –
  • INR 1 Crore for Resident Indians
  • USD $ 250,000 for NRIs

Note:
  • For consultation appointments with Mr. Abhishek Singhania, a fees of Rs. 10,000/- is to be paid in advance. This amount is adjustable (netted off) against future consultation charges.
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