We provide Financial Solutions through Financial Advisory!

We provide our clients with sound financial advice and personalized financial solutions for their investment goals. We have got team of Chartered Financial Analysts (CFAs), Certified Financial Planners (CFPs), Registered Investment Advisors (RIAs) and Chartered Accountants (CAs) with massive experience who are dedicated to providing comprehensive financial planning and wealth management services to individuals, families, and businesses.

More About Us

Explore The Services
We Offer To You

Our range of services includes comprehenssive Financial Planning, goal based Investment Planning, Insurance Planning, Retirement Planning, Tax Planning, Succession Planning and similar more. Our goal is to help our clients achieve their financial objectives and create long-term wealth through our expertise, experience, and personalized service.

More About Services

Investment Planning

The product basket includes Equity, Mutual Funds, Bonds, PMS etc.

Tax Planning

Maximizing benefits through efficient tax planning.

Insurance Planning

The product basket includes insuance like Life, Health, Personal Accident, Travel, Fire etc.

Retirement Planning

Securing the future life style through efficient investment planning.

850 CR+

Assets Under Management

6000+

Happy Customers

50+

Team of Expert Service Advisors

3

Branches

Latest News, Updates, Articles

15 Aug 2024: Donation of Hearing Aids

3 students of Shreemati Mai Lele Shravan Vikas Vidyalaya, Nasik were given the Hearing Aids.

10 July 2024: Achievement @ Health Insurance

Recognition received @ Highest Business in Sampurna Suraksha Products- West Zone.

10 July 2024: Achievement @ Health Insurance

Monthly Runner-up for consecutive 5th time! Contribution in the field of Health Insurance & Motor Insurance segment, Pan India Basis in Nashik Region !!

15 June 2024: Wealth Creation Session

Mr. Prathamesh Adhikari, CIO, SWS conducted this educational session for the naive investors !

5 April 2024: Appreciation by NSE

Appreciation by NSE for contributing more than 50% of mutual funds transactions on this platform from Nasik region.

1 March 2024: SWS Anniversary Event

It was truly an honor to hear Radhika Gupta at the 29th Anniversary day celebration of SWS Financial Solutions Pvt. Ltd. !!

13 Feb 2024: FFF Professional Meet

Contribution and Sharing of knowledge continues !! Our C.E.O. Mr. R. P. Adhikari was one of the panellist@ Financial Freedom Fraternity Professionals Meet !

13 Dec 2023: Session for Sahyadri Super Speciality Hospital

Sharing of the experience and knowledge through an insightful Session on Financial Planning at Sahyadri Super Speciality Hospital.

13 Oct 2023: Recognition

This was at Delhi for managing highest assets in our region.

2 Sept 2023: Nagpur Branch IAP

The new office of SWS Nagpur Branch gets inaugurated at the hands of Hon. Shri. Krishan Sharma sir.

5 August 2023: Blood Donation Activity

The SWS Team and Clients came forward to join hands for noble cause of blood donation. Total:38 Bags!

2 July 2023: Tree Plantation Activity

The SWS team continues its tradition of Tree Plantation this year too ! This time @Mai Lele Shravan Vikars Vidyalaya, Nasik.

16 May 2023: You Can Do More Than You Think

A Very Good Meeting and Experience with Mrs. Radhika Gupta, CEO, Edelweiss MF.

13 April 2023 : Custome of conducting training sessions continues.

Mr. Tanmay Adhikari, Financial Consultant at SWS, conducted an "Investor Education Session" for the teachers at J. S. Rungtha High School, Nasik.

18 March 2023: Investor Education initiative @ Mumbai Branch

Kishor Kale and his team conducted this wonderful event at Courtyard Marriott, Mumbai !!

26 Jan 2023:Participaation in electronic waste Drive 2023.

The team @ Nasik Branch collected close to 100 kg of e-waste during the three-day drive

Knowledge Center