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What are your financial Needs?

Everyone has various financial needs which is to be achieved for leading a beautiful and stress-free life.
But before reaching these needs certain bridge of multiple realities has to be crossed.

I have just STARTED EARNING
I'm thinking of MY CHILD'S FUTURE
I want toown a home
I want to FULFILL MY DREAMS
I’m an EARLY INVESTOR
I'm preparing to RETIRE
click to viewFinancial Needs Assessment

Get personalised guidance
from an experienced mutual fund distributor!

Investing in any financial products without guidance of a financial planner is like taking a medicine without doctor's diagnosis.
We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

ASSESSMENT

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

EXECUTING

Implement the tailored solutions by transacting in all the recommended financial products on one single platform.

TRACKING

Track your journey by reviewing and rebalancing your investments on a timely basis to make sure they are aligned with your financial needs.

Our
Product Basket

If you are looking for the right financial product, you are at the right place.
Starting from mutual funds to insurance and from real estate to other financial products, we have them all.
You can select your financial investment products as per your requirements.

Mutual Funds
Equity and ETFs NPS
Loan against MF
PMS Insurance

New
Articles

Various articles on different investment topics giving you valuable insights about market is updated every month.
Latest news and trends will you to take better investment decisions.

Friday, May 22 2026
Source/Contribution by : NJ Publications

Health insurance in India has evolved significantly over the past decade. What used to be a simp

Friday, May 15 2026
Source/Contribution by : NJ Publications

Congratulations! You’ve received that long-awaited email: the an

Monday, May 04 2026
Source/Contribution by : NJ Publications

Every time we hear a rags-to-riches story, see a social media post

Friday, April 24 2026
Source/Contribution by : NJ Publications

Protect Your Income: Why A Comprehensive Personal Acciden

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Awards

Fund Manager Interview

Mr. Sanjay Chawla

Chief Investment Officer - Equity, Baroda BNP Paribas Mutual Fund.

Mr. Chawla has over 35 years of experience in fund management,

Mr. Prashant Pimple

Chief Investment Officer - Fixed Income, Baroda BNP Paribas Mutual Fund.

Mr. Pimple is a seasoned asset management professional

Mr. Puneet Pal

Head - Fixed Income, PGIM Mutual Fund.

Puneet Pal is the Head-Fixed Income of PGIM India Asset Management Pvt. Ltd. He has over

Mr. Vinay Paharia

Chief Investment Officer - Equity, PGIM Mutual Fund.

Vinay Paharia joined PGIM India AMC in January 2023 and is currently the Ch

About Shree Swami Samarth Investment Services 

Welcome to Shree Swami Samarth Investment Services, a premier name in the financial investment landscape with a distinguished history spanning over 23 years. Our reputation as one of the industry's leading and most successful financial investment product distributors is a testament to our unwavering commitment to excellence and client satisfaction.

Currently, we take pride in serving over 700 satisfied clients, ranging from esteemed corporates to high-profile celebrities, a clear reflection of our versatility and expertise in catering to a diverse clientele.

 

Contact Us
+91 9820714783
vishalgawand@rediffmail.com
A-604,Ganga Tower,Bldg.No.71,Near Saraswat Bank,Tilak Nagar,Chembur(w),Mumbai-400089

© 2026 All Rights Reserved. "Vishal Krishnakumar Gawand" AMFI - Registered Mutual Fund Distributor.
(ARN:34845 Date of Initial Registration:23/07/2005 & Current Validity:10/01/2027.

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