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.

Book an intro call Open account
0%
Client retention over two years
₹0L
Average account size
0
Model portfolios
Free
Tax filing at ₹20L+ AUM
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.

The difference

How Swiftfolios does things differently.

Same market, same funds, same regulator. What changes is who is paying attention, and how quickly that attention turns into a decision.

01
Swiftfolios

We watch what the market does to your portfolio, every single day

SFSmall caps look stretched Rate shock Mar 2026
vs
Traditional wealth firms

Your relationship manager is busy chasing new clients and rarely opens your file

02
Swiftfolios

Your allocation is measured against live risk, overlap and concentration limits

!Drift beyond your band
Equity78%
Debt14%
Gold8%
vs
Traditional wealth firms

Reviews wait for a quarter to end, or for a phone call you have to make first

03
Swiftfolios

When something moves far enough, the plan already says what to do about it

TrimSmall cap
AddDuration
HoldLarge cap
ReviewOverlap
→Executed inside the mandate you signed
vs
Traditional wealth firms

Every small decision needs a meeting, a form, and three rounds of follow-up

04
Swiftfolios

Every change, and what it cost or earned you, is written down in plain language

Rebalanced 04 Mar+1.4%
Trimmed overlap+0.9%
Harvested LTCG+0.3%
vs
Traditional wealth firms

You receive a long report built on numbers that were true last month

Illustrative. The figures shown are examples of the kind of change we make and report back to you, not past performance. Swiftfolios advises on, and distributes, regular plans of SEBI-registered mutual fund schemes.

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.

Where we help

How Swiftfolios can help you.

Existing investments

Analyse and improve your current portfolio

Review my portfolio →

Large Cap Growth Fund

Reviewing 40+ factors
  • Overlap with your other funds64%
  • Sector concentration32%
  • What it costs you a year₹36,250
  • Fit against your goalsReview

For illustrative purposes only.

SwiftPortfolios

Or start fresh with a managed strategy

Open account

SwiftPortfolio 05

Growth · moderate-high risk
Equity75%
Debt20%
Gold5%
Low riskHigh risk

For illustrative purposes only. Allocations vary by mandate.

Fund research

We look inside the fund, not just at its returns.

Every scheme we consider goes through the same review: what it actually owns, how much of it you already own elsewhere, what it costs you in rupees, and how it behaved when markets fell. Here is one of those reviews, start to finish.

Demonstration only. Every figure on this card is sample data used to show the shape of our review, not a statement about this scheme or a recommendation to buy it. Mutual fund investments are subject to market risks; past performance is not indicative of future returns. Please read all scheme documents carefully. Swiftfolios advises on and distributes regular plans, and is paid a trail commission by the asset manager.

Your desk

A named person, not a call centre.

Private capital is personal. You get one advisor who knows your situation, and a service desk that picks up when you need something settled today.

Advisory
Portfolio reviewFace to face, or on a call you actually get

You will always know who is looking after your money.

No rotating relationship managers, no handover emails, no starting the story again. The same person stays with your account, and everything they do is on the record.

01

Understand before recommending

We ask about obligations, timelines and what would genuinely worry you, before a single product is mentioned.

02

Build around your constraints

Liquidity needs, tax position, existing holdings and family commitments shape the plan. Not a template.

03

Stay reachable

WhatsApp, email or a call. Questions get an answer from someone who already knows your file.

Swiftfolios client service desk
Client service deskWeekdays, 9am to 7pm IST
Getting Started

Invested in days, not weeks.

FAQ

Common questions.

Institutional Execution · NSE · BSE · MCX · FIX 4.2
Loading…
Nifty 50
—
—
Sensex
—
—
Nifty Bank
—
—
BSE Midcap
—
—
BSE Small
—
—

Patient, intelligent executionin Indian equities.

Specialist execution for FPIs, AIFs, PMS and family offices, with a rare edge in illiquid, small and microcap mandates. Two desktop terminals sit on top of it, and the infrastructure underneath is ours.

Discuss a mandate Email the desk
NSE·BSE·MCX
Registered sub-broker
Nine algos
In-house execution engine
AIF·PMS·FPI
Client coverage, with family offices and HNIs
T+1 · T+0
Real-time infrastructure
How we execute

Two routes. One question decides it.

What you pay, and how your orders are worked, depends on whether you settle through a custodian on a CP code. Everything below this point is organised the same way.

Route 01

FIX execution on a CP code

3.0bps

For regulated entities: RIAs, PMS managers, AIFs and FPIs that execute over FIX and settle through a custodian. The nine execution algorithms are available automatically on every FIX order, with an agent selecting the right one and proving the choice with transaction cost analysis.

  • Nine algorithms, applied automatically
  • Dealer Terminal and Desktop Terminal, both free
  • Straight-through reporting to your custodian
Request FIX access
Route 02

Managed desk execution

10.0bps

For large broking accounts without a CP code, and for any mandate that needs special execution handling. Orders are worked by the desk, and algorithms are set by hand when a name calls for it rather than routed automatically.

  • Algorithms set manually where an order needs them
  • Block and bulk liquidity sourcing
  • Illiquid, small and microcap specialisation
Discuss a mandate
Route 01

FIX execution for regulated entities.

Two terminals, nine algorithms applied automatically, CP-code settlement and custodian reporting without anyone retyping anything.

3.0bps
Swiftfolios institutional equities
NSE · BSE · MCX  /  FIX 4.2  /  dealer terminal & desktop terminal

Institutional equities, executed at 3 bps.

Two Bloomberg-class desktop terminals for Indian institutional desks. Nine execution algorithms, an agent that selects the right one for every order and proves it with transaction cost analysis, and straight-through reporting to your custodians. Both terminals are free.

Request access →
Free · Desktop

Dealer Terminal

The production dealing desk, live now.

01

Brokerage at 3 bps

Institutional-grade pricing on every order.

02

Nine execution algorithms, an agent to choose

TWAP, VWAP, POV, Implementation Shortfall and more. An execution agent identifies the best algo for each order and backs the choice with transaction cost analysis.

03

Fulfilment and custodian reporting

Algorithmic order fulfilment with automated reporting straight to your custodians.

Free · Desktop

Desktop Terminal

Everything in the Dealer Terminal, brokerage at 3 bps, the nine-algo engine with agentic selection and TCA, and custodian reporting, plus the full desk:

04

Cash and positions reconciliation

05

Report scheduling

06

Research and market intelligence

Stock AI reports, economic data, exchange announcements, AI technical analysis and advanced charting.

07

Blanket execution of a master portfolio

Push a model across every account in one action.

Execution Algorithms · Route 01

Nine ways to work an order.

Developed in-house, end to end. No third-party algo provider sits between your order and the exchange, which is why enhancements ship quickly: the trade checks an AIF asked us for last quarter are live for everyone.

Execution analytics · Route 01

Every order comes back with its own evidence.

Nine metrics are recorded against each order, and the cost of getting it done is decomposed into the parts that caused it. Every component is reported both in basis points and in rupees, so the number can be checked rather than taken on trust.

Recorded on every order

Fill rate
Share of the order executed
Average execution price
Price achieved across all fills
Arrival price
Market price when the order reached the market
Decision price
Price when the investment decision was made
Post-trade price
Market price after execution completed
Executed and unfilled quantity
Both sides of the order, live
Bid and ask
Best bid and offer during execution

Cost decomposition

Total implementation shortfall, split into the five costs that produced it. Each one in bps and in ₹.

Delay cost Execution cost Market impact Opportunity cost Spread cost Total implementation shortfall

Performance can be measured against VWAP, TWAP or arrival price, which is what makes the agent's choice of algorithm arguable after the fact rather than just asserted before it.

Risk controls · Route 01

Checked before it routes, watched after it does.

The controls an institutional due diligence questionnaire asks about, answered plainly.

01

Pre-trade

Cash balance is validated before a buy routes and holdings are validated before a sell. Standard OMS and exchange checks run underneath: instrument eligibility, order type, price band, quantity and every exchange-mandated validation.

02

Post-trade

Order status is monitored in real time through partial and complete fills, with transaction cost analysis on each order: implementation shortfall, spread cost, market impact, delay cost, opportunity cost, fill rate and average execution price.

03

Manual control

Watch orders live and cancel any active order or running algorithm at once. Quantity limits and price deviation checks come from OMS and exchange band validation, position limits from the holdings check, and the kill switch is immediate cancellation.

One thing we do not have yet. Pause and resume on a running algorithm is not available. An order can be cancelled immediately and replaced, but it cannot be held mid-execution. We would rather say so here than in the diligence call.

Custodial Trades

End-to-end execution for regulated entities.

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

Platform Architecture

A complete vertical stack.

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

Workflow

Entry to settlement, automatically.

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

Embedded AI

AI that works like your best analyst.

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

Route 02

Managed desk execution for broking accounts.

Large non-CP-code accounts and mandates that need handling rather than routing. Worked by a senior desk over days or weeks, with algorithms set by hand where they help.

10.0bps
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 the best average price without telegraphing intent. This is where we stand apart from every retail-first desk in the market.

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
Soft-Dollar Research

Research, paid for by execution.

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

Our Commitment

What every mandate receives.

Pricing

Transparent execution economics.

Two ways an order gets done, and a published rate for each.

Route 01 · FIX execution
3.0bps
Per order · straight through

The rate every standard institutional order settles at. Routed over FIX 4.2 from either terminal, worked by the nine-algo engine with agentic selection and transaction cost analysis, and reported to your custodian without anyone retyping anything.

  • Dealer Terminal and Desktop Terminal
  • Algorithmic order fulfilment
  • Automated custodian reporting
Route 02 · managed desk
10.0bps
Per order · worked by the desk

For customised mandates and broking accounts, where an order is worked by hand rather than routed. Block and bulk sourcing, illiquid, small and microcap names, and anything that needs a person on the other side of it for days or weeks.

  • Customised offerings
  • Broking accounts
  • Block and bulk liquidity sourcing

Volume-optimised rates for FPIs and family offices. A convenience fee of ₹300 to ₹500 may apply on small accounts.

Competitive Advantage

Why Swiftfolios wins.

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

Partners

Infrastructure built with India's best.