Services

Direct Equities

Stockbroking is a service which gives retail and institutional investors the opportunity to buy and sell equities or Financial Securities such as Stocks, Shares, and Bonds. The Stockbrokers on behalf of the clients, buy and sell financial securities and help them to make market-specific profits on their investments.

Swastik Securities being an associate stockbroker of Sharekhan, complies with the value of Sharekhan. We as a team understand that you invest your money to achieve a goal, so after a thorough research and analysis of your investment goals, income status, expenses and risk profile, we pick up the best-suited stock and execute the process of buying and selling of stocks and shares. The research and analysis process is performed by our team in association with Sharekhan professional executives.

We are registered with NSE and BSE stock exchanges to assist trading/investing in capital market, futures & options, and currency segments CDSL/ NSDL depository services.

  • We are a full-service stockbroking firm providing online services including  Demat account opening, trading and investments.
  • We expertise ourselves in providing research-based financial advice on all asset classes to suit all investing and trading styles.

Swastik Securities is a one stop solution that provides our client all trading and related services under one roof. Right from the opening of Demat Account, to picking out of the best stocks, so that our client is at ease of investing. As per client’s goal we do investing in the stock market and time to time rebalancing of portfolio with consent of our clients.

Our Chairman Mr. Bhavin Chitalia reviews each and every portfolio every month and rebalance it as per the goals and requirement of the clients

Mutual funds

Mutual Fund Investment, where multiple investors pool their investment in Asset Management Companies, which in return invests their money in purchasing bonds or stocks, that yield good returns on their assets, and investors attain gain in returns generated.

Swastik Securities is not only an expert Stockbroker, but we do expertise ourselves as a Mutual Fund Broker. To our Mutual Fund Clients, we provide each and every service related to Mutual Fund Investment, whether it is KYC registration, portfolio designing, rebalancing portfolio, selecting a fund scheme to invest, regular asset allocation etc.

At Swastik Securities, both Stock trading and Mutual Fund Investment Services, are availed via both the mediums, physical mode and online mode.

Swastik Securities in-house research wing analyses before they design portfolio of our Mutual Fund Clients. We understand our client’s risk appetite, investment objective and expectation from their investment. Based on the information, analysis of different fund schemes is carried and finally funds are pick out that perfectly suit our client’s requirements.

At Swastik Securities , our Chairman Mr. Bhavin Chitalia personally researches and prepares a list of top performing mutual fund schemes, and keep this top-fund list updated on daily basis.

Swastik Securities is associated with Prudent in Mutual fund, Insurance,PMS and AIF products. Prudent has a clear transparency from both the end and has strong technology edge in the market which gives a client better user experience.

 

Life Insurance

Main ideology behind the life insurance is to sustain the current lifestyle of the family even after the demise of the earning member. For this, the policyholder needs to get a Life Insurance that provide an adequate insurance coverage. We help you achieve this insurance coverage, by picking out the best life insurance policy for you.

Life Insurance is a deal between an individual and the insurance company, where the insured individual is provided a financial coverage by the insurance company, in exchange for a payment over a period. The payment done to the insurance company by the individual is referred to as the premiums. The insurance company gives the coverage of life insurance to the family or the nominee of the policyholder, after the demise of the policyholder, during the policy tenure.

Life is uncertain, any individual cannot predict what will happen the next day or the very next moment, one cannot decide their life and death. For individuals, whose family is dependent on them, has to think about his family when he is alive, and also after his death. Individual need to ensure a good life to his family after him. And if you are the sole breadwinner of your family, it becomes more important for you to secure the life of your family members financially, in order to protect them from the shock of your sudden demise.

We at Swastik Securities, put our efforts in order to provide the best life insurance policy for you. We try our best to give the best services regarding the punching of the policy and time to time details of your policy. We believe in the urgency of policy coverage to your loved ones after your demise and hence we provide fast services when your policy is claimed.

Venture Capital Services

Venture capital refers to capital investment; equity and debt ;both of which carry indubitable risk. The anticipated risk is very high. The venture capital industry follows the concept of “high risk, high return”. Innovative entrepreneurship, knowledge-based ideas and human capital intensive enterprises have become common as venture capitalists invest in risky finance to encourage innovation.

It is also used to refer to investors “providing seed”, “start-up and first-stage financing”, or financing companies that have demonstrated extraordinary business potential.

Swastik Securities will help the private and public companies to raise funds from our network of fund managers across the industry. As we has established associations with prominent global and domestic players across equity, venture, hedge and sovereign funds. We assist these funds to identify and assess investment and exit opportunities, leading to all facets of execution including deal structuring and negotiation.

We assist in Seed Funding, Start-up Funds, Business Growth Funds and working capital funds.

Wealth Creation Plan

This is for Investor who wants to grow their funds over a time period of around 3 to 5 years of horizon.

We have our basket of stocks of around 25 stocks where our research wing has studied fundamentally and technically.

We recommend these stocks as per the client’s risk appetite. These stocks could be shortened to 12-15 as per client’s requirement.

These are all customised and tailored made recommendation selected by our Chairman Mr Bhavin Chitalia.

Every month we review scrips buying target market overview and amendment in stocks sizing and updates is been share by Swastik Securities.

Swing Momentum Plan

This is for our Trader wing which will help them to extract regular daily, weekly and monthly returns.

In our Subscription plan we provide following research calls :

  • Bank Nifty option buying.
  • Nifty option selling strategy daily at 10.00 am which should be square off by 3.00 pm.
  • Nifty weekly strategy( we have back tested this strategy for 104 weeks and 88 times we have reached our target).
  • Swing momentum stock which will fetch you decent return in 5 to 15 trading session.
  • News and updates of the market.
  • Guiding for tax planning.

Every recommendation is been personally researched and monitored by our chairman Mr Bhavin Chitalia

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Years of Experience

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Total AUM Managed

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Happy Customers

Contact Us

Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.