Upcoming Events
At Swastik FinServ, we believe that informed investing is smart investing.
To help individuals and families make confident financial decisions, we regularly conduct Mutual Fund Awareness Sessions — weekly and monthly — that are open to all.
To help individuals and families make confident financial decisions, we regularly conduct Mutual Fund Awareness Sessions — weekly and monthly — that are open to all.
Why Attend Our Awareness Programs?
- Understand the Basics: Learn how mutual funds work, types of funds, and how to start investing with ease.
- Clear Misconceptions: Bust common myths about mutual funds and get facts from a certified expert.
- Set Your Goals Right: Learn how to align your investments with short-term and long-term financial goals.
- Real-Life Case Studies: Hear practical stories and examples that show how investments grow over time.
- Live Q&A Sessions: Ask your doubts directly to our experts and get personalized answers.
- Stay Updated: Get insights into current market trends and new fund offerings from top AMCs.
Expert-Led Sessions
Our awareness programs are conducted by reputed industry professionals, including:
These experienced leaders bring powerful insights and real-world knowledge to help you make informed investment choices.
- CEOs
- Vice Presidents
- Fund Managers
- Senior Trainers from Mutual Fund Asset Management Companies (AMCs)
These experienced leaders bring powerful insights and real-world knowledge to help you make informed investment choices.
Who Should Attend?
- First-time Investors
- Working Professionals
- Retired Individuals
- Parents planning for their children’s future
- College Students learning to manage money early
Upcoming Events
We host Weekly Saturday Sessions and Monthly Thematic Events on specific topics like:
Register Now and take your first step toward smarter financial decisions.
- SIP: A Habit, Not a Hassle
- Equity Funds: Growing Your Wealth
- Retirement Planning with Mutual Funds
- Tax Saving with ELSS
- Goal-Based Investing
- Stay Updated: Get insights into current market trends and new fund offerings from top AMCs.
Register Now and take your first step toward smarter financial decisions.
Weekly Meeting (Saturday School)
Scheduled Date and Time: Every Saturday, 6 pm to 6.30 pm
Venue: Online Registration
Mutual Fund Awareness - Client Meet
Scheduled Date and Time: Every 3rd Sunday, 11 am to 1 pm
Upcoming Date: Sunday, November 16, 2025
Venue:
Masala Mantra Banquet Hall, Sector 36, Kamothe, Navi Mumbai
Let’s Make Time for Your Financial Goals
Book a 30-Minute Consultation with Nitin Shinde – Your Trusted Mutual Fund Distributor.
Whether you’re new to investing or need help optimizing your portfolio, I’m here to guide you every step of the way. Let’s talk SIPs, growth strategies, and your financial future—all in just 30 minutes.
Whether you’re new to investing or need help optimizing your portfolio, I’m here to guide you every step of the way. Let’s talk SIPs, growth strategies, and your financial future—all in just 30 minutes.
