A distribution practice run like a neighbourhood you trust.
Invest Swami began in 2008 as a single-advisor practice in Mumbai, managing mutual fund folios for a handful of families. We never took a product mandate, never sold a structured note, and never grew faster than we could service.
Today the same process serves over 2,100 investor families across Mumbai, supported by a documented screening process and an app our clients actually open. Our revenue is trail commission disclosed on every statement, which means we are paid when you stay invested, not when you transact.
Our history
- 2008
A few families, one advisor
Founded in Mumbai as a single-ARN practice servicing mutual fund folios for friends and their parents.
- 2014
A documented screening process
Stopped relying on AMC decks. Built our own scheme screening framework, still the basis of the top-performer list.
- 2018
Investment policy statements
Every client mandate documented and signed. Discretionary calls without a written policy stopped entirely.
- 2022
The Invest Swami app
Statements, mandates and advisor chat in one place. Built so clients could see cost and drift without asking.
- 2026
₹86 Cr under distribution
Over 2,100 families across Mumbai. Same top-performer list discipline as the year we had our first eleven clients.
How we work
Say the unpopular thing
If a holding is wrong, it goes in the review note in plain language, even when it was our own pick.
Grow at servicing speed
We cap new client intake to what our advisors can review twice a year. Waiting lists are normal here.
Disclose before asked
Commission slabs, conflicts and personal holdings are published, not buried in an annexure.
Bring us your existing folios.
We audit overlap, cost and embedded gains before changing anything.
Talk to an advisor