Reported assets managed by a leading wealth management firm (Dezerv).
Highlighting the scale and trust in the PMS industry.
Ranking by AUM (excluding EPFO & corporate AUM) underscores market credibility.
In today's complex and ever-evolving financial landscape, navigating diverse opportunities while mitigating risk can be a daunting task. At Tradeswift, we understand the unique challenges facing individual investors, and that's why we offer a sophisticated and professionalized solution
Professional management adds value for investors who seek tailored solutions and expert market navigation.
Suitable for investors with sizeable capital and long-term horizons who seek tailored, high-conviction strategies.
Suitable for investors with sizeable capital and long-term horizons who seek tailored, high-conviction strategies.
A recent analysis of over 54,000 high-net-worth portfolios found that half of them failed to beat their benchmark. **Expert management** can significantly improve your odds of generating benchmark-beating returns.
At Tradeswift, we employ a fundamental-cum-technical approach to investing, combining deep research with market timing.
Get a comprehensive overview of our strategies, performance, and fee structure.
Get a comprehensive overview of our strategies, performance, and fee structure.
A multi-cap strategy that balances the stability of large-cap companies with the growth potential of mid- and small-caps (similar to the DREAM approach).
Focuses on high-growth small and micro-cap companies across diverse sectors. Targets emerging SME stars poised for expansion (inspired by the IRSS strategy).
Invests in companies from sunrise sectors (technology, healthcare, renewable energy) with sustainable advantages and superior earnings potential.
Aims for steady growth by investing in equities, bonds, gold, and other exchange-traded instruments to reduce volatility and enhance risk-adjusted returns.
Tradeswift’s PMS stands out due to its people, process and technology
Our team comprises seasoned professionals with proven track records in portfolio management, research, and risk analysis across asset classes.
We actively monitor your portfolio and make timely, agile adjustments as market conditions change, mitigating risks and capturing upside.
You receive regular reports and we ensure open communication. A secure 24×7 portal lets you review your holdings anytime.
Minimum Investment:
₹50 Lakh (mandated by SEBI).
Eligibility:
Resident individuals, HUFs, partnerships, LLPs, companies and NRIs can invest in PMS.
Instruments:
Tradeswift invests primarily in long only equities and money market instruments; no exposure to derivatives.
Note on Risk: Investment in securities involves market and other risks; past performance does not guarantee future results. Please review the disclosure documents carefully before investing.
Charge up to 10% of profits for our flagship strategy. Fee applies only once on a given profit. This aligns our incentives with your success
A standard fixed fee of 1% of your portfolio (0.25% charged each quarter). This option provides cost predictability, regardless of performance.
We design a portfolio using a bouquet of investment approaches to suit your financial goals.
The market’s impact on your portfolio is monitored daily.
We evaluate and take action if your portfolio needs adjustment.
Investors need more than just portfolio management; they also deserve timely insights and education...
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Talk to our PMS specialists today. We’ll guide you through the onboarding process, understand your goals and craft a personalised investment strategy.
Each strategy can be customised further based on your risk profile, investment horizon and specific goals.
We leverage cutting-edge platform for real-time tracking, risk management, and secure data storage, ensuring efficient and responsive service.
Our team comprises seasoned professionals with proven track records in portfolio management, research, and risk analysis across asset classes.
Demat Account:
A dedicated Demat account is opened under a custodian for your PMS investments.
Dividends:
Dividends received are reinvested to compound gains.
Reporting:
You receive monthly reports, including transaction statements, capital gains statements and portfolio appraisals.
24×7 Access:
A secure portal allows you to view portfolio and performance reports at any time.
Contact & Support:
For back office support or further enquiries, clients may call dedicated helplines or email the PMS operations team.
Direct OnBoarding::
Clients may invest directly without intermediaries by contacting us through email or phone.
Receive personalised updates from your dedicated relationship manager.
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