Our Story
We, as a partner of NJ Wealth, incorporated in the year 2025 and at present have 25 satisfied clients. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India).
We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
Skill Strength
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Satisfied Clients
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Lacs AUM
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Years of Experience
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Awards
Why Us
Our Vision is to provide the most ideal solutions in wealth building for our clients’ overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them fulfil their responsibilities and financial needs in life.
Our Mission is to provide our clients with the best guidance in wealth building. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide financial guidance & thereby help people enjoy a secure retirement life.
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket
Focus on Customer Satisfaction
Value Added Services
Right Experience & Skills
Driven by Passion
Team Member
Mr. Nitin Manohar Shinde
Hello! I’m MFD Nitin Manohar Shinde, an AMFI Registered Mutual Fund Distributor (ARN-311600), committed to helping individuals and families achieve their financial goals through smart and personalized mutual fund investment solutions.
With a Bachelor of Commerce degree and a deep passion for financial products, I launched Swastik FinServ with the mission to bring financial stability and clarity into people’s lives. Our office is proudly located at Mahalaxmi Mall, Kamothe, Navi Mumbai, where we serve a growing base of satisfied clients from Mumbai, Goa, and beyond.
Mrs. Nikita Nitin Shinde
Client Relationship Manager
Ms. Nikita Nitin Shinde is the Client Relationship Manager at Swastik FinServ, playing a key role in delivering personalized service and ensuring smooth interactions with our valued investors.
With a Bachelor of Arts degree and a natural flair for communication, she brings warmth, patience, and professionalism to every client interaction. Her dedication to understanding client needs and her proactive approach make her a strong asset to our growing Swastik FinServ family.
At Swastik FinServ, Nikita focuses on:
- Assisting clients with documentation and onboarding
- Helping clients track their investment journey
- Coordinating follow-ups and service requests
- Ensuring a smooth and supportive client experience
- Maintaining transparent communication between clients and the distributor
