Private Wealth & Mutual Funds

Wealth management, genuinely on your side.

In an industry built on selling, we're built on service — fiduciary, transparent, and personal. The way private capital deserves to be handled.

0%
Client retention over two years
0L
Average account size
0
Model portfolios
Free
Tax filing at ₹20L+ AUM
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Philosophy

Simple things, done exceptionally well.

Consistency, transparency, and patience — the only edge that compounds over decades.

99%
Client retention

Our promise to you

We help you avoid mistakes. Doing simple things right, again and again, produces remarkably good results. Our recommendations will almost sound too simple to be true — that's entirely intentional.

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SwiftPortfolios

Portfolios built with care.

Seven risk-calibrated portfolios, arranged low to high by conviction. Or build your own.

Not sure of your risk profile? Answer a few questions and we'll place you precisely.

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Featured Funds

Top Indian mutual funds we recommend.

Valuation-aware, SEBI-regulated funds — the quiet building blocks of real long-term wealth.

Disclaimer. Returns shown are long-run illustrative estimates only. Mutual fund investments are subject to market risks; past performance is not indicative of future returns. Please read all scheme documents carefully.

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Getting Started

Invested in days, not weeks.

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FAQ

Common questions.

Institutional Equity Broking · NSE & BSE
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Nifty 50
Sensex
Nifty Bank
BSE Midcap
BSE Small

Patient, intelligent execution in Indian equities.

Specialist execution for FPIs, AIFs, PMS, and Family Offices — with a rare edge in illiquid, small, and microcap mandates.

NSE + BSE
Registered sub-broker
Days–Months
Assignment horizon
AIF·PMS·FPI
Custodial coverage
Block + Bulk
Liquidity sourcing
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Core Competence

Cash equities. Illiquidity expertise.

All caps, all segments — with a rare specialisation in patient small and microcap execution.

Cash equity execution

NSE & BSE across every market cap. Institutional discipline from ₹50L tickets to multi-crore blocks.

Large CapMid CapSmall CapMicrocap

The illiquidity edge

We work orders for days, weeks, or months — achieving best average price without telegraphing intent. This is where we stand apart from every retail-first desk in the market.

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Execution Algorithms

Ten ways to work an order.

A full suite of execution strategies — matched to the liquidity, urgency, and footprint of every trade.

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Custodial Trades

End-to-end execution for regulated entities.

CP-code trading, exchange reporting, and custodian reconciliation — entirely managed.

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HNI & Family Office

Institutional rigour for individual capital.

Execution quality, research, and attention matching the largest institutional desks.

"We treat your capital with the same seriousness as the largest fund in the market — because to you, it matters just as much."

Saptarshi Das, CFA
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Soft-Dollar Research

Research, paid for by execution.

Commissions fund the research you already consume — no separate cash outlay.

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Our Commitment

What every mandate receives.

Institutional SaaS · Trading Infrastructure

The operating system for Indian institutional desks.

FIX execution, a Bloomberg-class data terminal, custodial APIs, and embedded AI — one vertical stack, built for the T+1 and T+0 era.

First FIX
Domestic Indian cash markets
Client-side
SQL data sovereignty
T+1 · T+0
Real-time infrastructure
3.0bps
Max for execution
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Platform Architecture

A complete vertical stack.

From live market data to automated custodial reconciliation — the only platform an Indian institution needs.

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Workflow

Entry to settlement, automatically.

A fully automated four-step journey, eliminating every manual touchpoint between trade decision and reconciliation.

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Embedded AI

AI that works like your best analyst.

Six AI-native workflows that turn natural language into institutional-grade action.

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Competitive Advantage

Why Swiftfolios wins.

Structural advantages incumbents cannot replicate — a model built for the T+0 era.

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Pricing

Transparent execution economics.

Institutional Pricing
2.0–3.0
Basis points · effective rate
Base Rate
2–3 bps
Convenience Fee
₹300–500
Only for small accounts

Volume-optimised rates for FPIs & Family Offices.

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Partners

Infrastructure built with India's best.