Swati Parikh

Overview

Swati Parikh is an Angel Investor based in India, focusing on a diverse range of financial services and investment products. She is associated with Swati Investment, a firm established in 1998, offering services such as mutual funds, insurance, portfolio management services (PMS), alternative investment funds (AIF), direct equity, fixed deposits, bonds, Smallcase, and LiquiLoans. The firm aims to help individuals and families build secure financial futures, leveraging over 28 years of expertise in the investment and insurance industry. Swati Investment has earned the trust of over 400 satisfied clients. The firm's investment strategy encompasses various asset classes, including mutual funds, insurance, PMS/AIF, direct equity, fixed deposits, bonds, Smallcase, and LiquiLoans. They cater to multiple investment stages, from seed and early-stage investments to growth, late-stage, pre-IPO, buyout, turnaround, and distressed situations. Geographically, their focus is primarily on India, serving clients across the country. The industries they engage with include financial services, insurance, investment advisory, wealth management, tax planning, retirement planning, and equity advisory. Swati Investment's approach is centered on personalized financial planning, insurance planning, wealth management, tax planning, retirement planning, and equity advisory. They aim to provide comprehensive solutions to meet clients' financial goals, ensuring a secure and prosperous future. The firm's commitment to client satisfaction and financial security is evident in its long-standing presence and the trust it has built over the years.