High growth
Long-Term Wealth
For 10+ year horizons
CAGRTimeline
+18.4%
3Y past CAGRRiskHigh
Min SIP₹ 2,500
Funds8
YOUR PARTNER IN WEALTH CREATION
Invest with greater clarity and confidence
Get a clear view of your investments, understand your risk profile and discover mutual fund solutions aligned with your financial needs.
Trusted across 10+ Cities
·
350 · Investors served
469+/5 · Active SIPs
EXPLORE. UNDERSTAND. INVEST.
Everything you need to get started.
Discover mutual funds, understand your investments, explore your goals and connect with your investment partner — all at your own pace.
Discover your investor personalityA short reflection to understand your risk appetite and ideal allocation.Plan your financial goalsRetirement, your child's future or a new home. See what it really takes.Analyse your existing portfolioUpload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.Explore curated investment basketsHand-built portfolios for every life stage, risk profile and ambition.Compare fixed deposit ratesBank and corporate FDs side-by-side, with senior citizen and monthly payouts.Book a free consultationSit down with a Partner Name partner to map your goals, risk and next steps. No obligation.
Curated by Invest With Gajjar
Mutual fund portfolios, made simpler.
Explore curated mutual fund collections across different investment needs, categories and time horizons — all in one place.
Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.
Goal planning
Your dreams. Quantified.
Big financial goals become easier to understand when you can see them in numbers. Explore future costs, investment scenarios and your progress towards what matters to you.
Plan your first goalIllustrative example
Career Goal
Start my own business
5 years · Initial Corpus
42%
₹ 8.6 L investedTarget ₹ 20 L
See it compound
What could an SIP become?
A ₹5,000 step-up on a 20Y goal can shorten the timeline by ~14 months. Try the math ?
Illustrative only
Assumes 12% p.a.
Market returns vary over time
Monthly SIP₹10,000
Invested
₹18 L
Growth
₹32.5 L
Total
₹50.5 L
GROWTH +₹32.5 L
Projected value in 15 years
₹50.5 L
at an assumed 12% p.a. · illustrative
InvestedGrowth
Swetal Gajjar
AMFI · ARN-37009350+
Active Clients
469+
Active SIPs
25 Years
Experience
MEET YOUR WEALTH PARTNER
Your money deserves a relationship,
not a recommendation engine.
Behind every SIP is a reason. A child's education. A dream home. A comfortable retirement. Or simply the freedom to have more choices in life. That's why your investments shouldn't feel like a transaction. You have a dedicated person who knows your investments, understands your goals and stays connected through every stage of your journey. 25 years+ experience. Dedicated Wealth Manager specializing in mutual funds and insurance solutions. Works closely with clients to create customized investment strategies. Focused on long-term wealth creation and financial security.
Personal Connect
A familiar face you can reach whenever you need help with your investments.
Your Investments, always in view
Track your portfolio, SIPs and investment progress with ease.
Invest with purpose
Mutual fund investments aligned to the goals you're working towards.
There for the long run
From your first SIP to your biggest financial milestone, your relationship stays with you.
Hear it from our investors.
Built on trust. More than investments.
I've been investing in mutual funds through Swetal Gajjar for quite some time now, and the experience has been excellent. What I appreciate the most is the honest advice and disciplined approach rather than chasing quick returns. He always takes the time to explain investment decisions, review my portfolio periodically, and ensure it aligns with my financial goals. I highly recommend his service to anyone looking for a trustworthy wealth advisor.
M
Meet
Working with Swetal Gajjar has made investing simple and stress-free. His guidance has helped me build a well-diversified mutual fund portfolio while keeping my long-term financial objectives in focus. He is always available to answer questions, provide market insights, and recommend changes only when necessary. I’m relaxed that my investments are being managed by someone who genuinely cares about my financial well-being.
M
Maulik
Choosing Swetal Gajjar as my wealth manager has been one of the best financial decisions I've made. He’s professionalism, transparency, and personalized approach have given me complete confidence in my investment journey. Instead of reacting to short-term market movements, they focus on long-term wealth creation, which has helped me stay disciplined and invested. I highly recommend him.
H
Hitesh
I've had a wonderful experience investing through Swetal Gajjar. His guidance is always practical, transparent, and focused on long-term wealth creation. He explains every recommendation in a simple way, making it easy to make informed decisions. I truly appreciate his professionalism and highly recommend him.
B
Bharat
Our story
25 years of experience. A lifetime of trust.
I started my journey in the insurance field, where I discovered my passion for wealth management and investing. When I began managing portfolios, very few people in Ahmedabad had an ARN number. I started by managing the portfolios of friends and family, and gradually expanded my practice through knowledge, experience and expertise.
Today, we are an AMFI-registered Mutual Fund Distributor — not a product factory. Our role is simple: listen first, understand your real life, plan around it, and remain your partner long after the paperwork is done. Markets will move and life will change; a good partner helps you stay steady, hold your nerve, and stay true to the plan.
2002
Founded in Ahmedabad
75+
Families served
25 yrs
Experience
“
We measure our success not by how much you invest, but by how much closer your investments bring you to your goals.
Swetal Gajjar
Founder & CIO
What we stand for
Suitability before sales
We help you choose schemes that fit your goals and risk — not the ones that pay us most.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We plan in decades and stay your partner through every market cycle.
Recognition
Built on Trust,
recognised by the industry.
2023-2024
HDFC Standard Life Insurance
Performer of the year
2022
Bajaj Finserv Asset Management Ltd.
Certificate of Business Association
2021
Mutual Fund Distributor Association Gujarat
Star Performer
2016-2017
Franklin Templeton Investments
Valuable Contribution
Invest With Gajjar on mobile
Your investments. Always within reach.
Track your mutual funds, manage SIPs, monitor your goals and stay connected with your investment partner — all from one secure app. Built for India.
Complete portfolio view
Easy SIP management
Secure access & alerts
Good evening
Anjali
Total portfolio
₹ 18,42,650
+14.2% all time
Funds
Goals
Chat
Retirement68%
Child education41%
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