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About Us

Its me , K.SURESH, Swamy Financial Services was established on October 28 October 2013, after gaining an enriching knowledge and experience of working for 25 years in various companies like Integrated Enterprises ( India )Ltd , Karvy Stock Broking Ltd , Eastern Financiers Ltd and Bajaj Capital Ltd to name a few.

These companies nurtured and widened my knowledge and experience in advising to Retail , HNI and Corporate clients as I worked from Various Cities in South India.

Swamy Financials is my mission to help my clients in building a wealth security while enjoying a freedom also. The expertise lies in the areas of Mutual Fund , Insurance , Company Deposits and PAN card services.

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Our Services

Power of
Systematic Investment Plan

“ Powerful tool to build long term wealth”

Monthly Amount

10000

1000
20,000

No. of Years

30

2
30

Expected Return

15

9
12
15

Financial Tools

We advocate & assist our clients in achieving financial freedom. Financial freedom is a long-term process of building asset base to generate passive flows which would take care of your lifestyle expenses. We are stop solution for all your financial needs.

1

NSE MF
2

Financial Calculators
3

Downloads
4

Financial Health
5

Risk Profile
6

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Investors Education

A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets. Mutual funds are operated by professional money managers, who allocate the fund's assets and attempt to produce capital gains or income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.

  • Protect You For Better Futures
  • The Ideal Insurance Partner
  • We Serving Your Life Better

An arrangement with a company in which you pay them regular amounts of money and they agree to pay the costs if, for example, you die or are ill, or if you lose or damage something.

General insurance is the insurance of assets, financial assets included. If, due to a contingency which is covered under the plan, there is an economic loss, the loss is compensated by general insurance policies.

Health Insurance is defined as "coverage that provides for the payments of benefits as a result of sickness or injury.

Health insurance or medical insurance is a type of insurance that covers the whole or a part of the risk of a person incurring medical expenses.

Financial Planning is the process of estimating the capital required and determining it’s competition. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise.

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