AMFI Registered Mutual Fund Distributor

Navigate Prosperity: Customized Wealth Management, Expert guidance.

Empowering you to make informed, confident investment choices for a secure and prosperous future. Discover tailored solutions that align with your goals and simplify your wealth journey!

Swati is very diligent and is digitally well equipped to handle investments. She has in depth knowledge on various investments products and has a deep rooted connect with various mutual fund houses. A technology plays a significant role in today’s investment process, she has a good platform which provides very relevant information. Keeping up with new products and offering a variety of options helps decision making. Lastly, with her rigorous follow up, various requests/services requirements are attended to on priority. I definitely recommend Yasho investments.

Gurjinder Virdi

I am undergoing a phenomenal experience and exposure through Yasho investments about financial discipline. Financial planning is one topic/aspect which is not taught anywhere, either in schools or even when we start our professional career. Swati and her team are doing an excellent job of educating the needy people about streamlining their finances that will help them to fulfil their dreams. Well done! Swati and Team! Keep doing the good job.

Anuradha Kadam

We are receiving proper guidance and education from Yasho Investments team, they are helping us in achieving our goals relating to Risk Planning, Children education, Retirement planning etc. We are sure that with their continues support and guidance we will much more than what we have planned for. Hats off to them.

Beulah Jenifa

Why You Need a Wealth Manager?

A wealth manager helps you create a personalized financial plan, align investments with your goals, and navigate complex financial decisions. With expert guidance, a wealth manager helps you grow, protect, and maximize your wealth efficiently, giving you peace of mind and the freedom to focus on what matters most.

Wealth Accumulation

Build and grow your wealth with strategic investment planning, portfolio diversification, and tax-efficient strategies.

Retirement Planning

Plan for a secure retirement by assessing goals, selecting the right accounts, and creating a strategy for financial independence.

Child Education Planning

Save for your child’s future education with tailored savings plans and cost-estimation strategies.

Goal-Based Planning

Achieve your financial goals—whether it’s buying a home, starting a business, or a vacation—with a clear, actionable plan.

Debt Management

Manage and reduce debt with personalized repayment plans, loan consolidation, and smart debt reduction strategies.

Emergency Fund Planning

Establish an emergency fund to cover unexpected expenses and ensure financial stability in times of need.

What you get

Elevate your wealth management journey with us. Experience tailored solutions, expert guidance, and a commitment to excellence that redefine financial success.

Personalized Financial Assessment

Customized Investment Strategy

Comprehensive Retirement Plan

Tax-Efficient Investment Solutions

Debt Reduction Plan

Regular Portfolio Reviews

Access to your investments

Expert Guidance and Support

Who Can Benefit From Us?

Our services are designed for individuals looking to take control of their financial future, whether you're just starting out or looking to refine your existing financial strategies. It offers valuable insights for anyone wanting to grow, protect, and manage their wealth more effectively.

Young Professionals

Learn how to start building wealth early, make smart investments, and set solid financial foundations for the future.

Families Planning for the Future

Get strategies to save for children's education, secure a comfortable retirement, and create financial security for your loved ones.

Retirees or Near-Retirees

Plan for a stress-free retirement by understanding how to manage your savings, minimize taxes, and ensure a steady income in your later years.

Entrepreneurs and Business Owners

Find out how to manage both personal and business finances, protect your assets, and create strategies for long-term wealth accumulation.

Register Your Interest Now

Ensure your portfolio aligns with your goals. Connect with us or book a free 60-minute review today.

Our Founder

Swati has been actively involved in the markets since 2018 and has developed a deep passion for both equity and debt markets, breathing them daily. As a Certified Financial Planner and NSE Certified Equity Research and Analyst, Swati combines her technical expertise with a comprehensive understanding of financial planning.

As the founder of Yasho Investments, an AMFI-registered Mutual Fund Distributor (MFD), Swati is dedicated to helping individuals achieve financial freedom. Her experience as a successful trader, coupled with his professional qualifications, allows her to provide expert insights and personalized strategies to clients, empowering them to make informed financial decisions and secure their future.

Licences & Certificates

Our AMC Partners

Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns. Financial Products and Services are provided by Yasho Investments and third party service partners are listed here.