Our Values
Honesty, Transparency, and Strong Protocols in Following Systems & Processes
Our Values
Honesty, Transparency, and Strong Protocols in Following Systems & Processes
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Honesty, Transparency, and Strong Protocols in Following Systems & Processes
The Importance of money management and Goal based financial Planning
The Importance of money management and Goal based financial Planning
Integrating Money Management with financial planning is essential for achieving long-term success and stability.
When these two aspects are aligned, individuals can make informed decisions, set achievable goals, and pave the way for a secure and fulfilling future.
Benefits of Aligning Money and Financial Goals
Benefits of Aligning Money and Financial Goals
Enhanced decision-making
Enhanced decision-making
Aligning Money and financial goals provides a clear framework for making strategic decisions regarding professional growth and financial stability.
Improved Satisfaction
Improved Satisfaction
It leads to a sense of fulfillment, as individuals can pursue careers that align with their passions while ensuring financial security.
Successful Life
Successful Life
Aligning goals reduces financial concerns, allowing individuals to focus on their career growth without compromising their financial well-being.
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Life Insurance Solutions
Life Insurance Solutions
15 years of securing dreams. A lifetime of Fikar Free Futures.
Join 1500+ customers who trust wealth and protect to protect their tomorrow, today.
Health Insurance Solutions
Health Insurance Solutions
Please don't leave your health to chance. Get comprehensive health coverage with our trusted Health and Mediclaim Plans
Wealth Solutions
Wealth Solutions
ULIP funds offer diversified investment options, professional management, and potential wealth growth. They provide flexibility, liquidity, and tax benefits, making investing easy for everyone. Start your journey towards financial success with a well-managed mutual fund today!
Money Management + Goal-Based Planning = "Financial Planning."
अब करो, अपने Personal Finance को perfectly plan
Meet your Coach
Meet your Coach
Rajesh Mathur
Financial Advisor
Rajesh Mathur,"was born in India and grew up in a humble family that valued honesty, simplicity, and hard work. From a young age, i was taught to live a truthful life and treat everyone with respect and kindness. These lessons stayed with him throughout his journey, shaping him into the person he is today. i realized that i wanted to do something more meaningful with our life. i wanted to become a coach and help others learn and grow. i always felt happy when teaching or guiding someone. i believed that by sharing my knowledge and experiences, i could make a difference in the lives of others. i am certified insurance adviser and financial planner and career coach. i serviced to other valuable believer to comfortable retired life for himself and his family, free from financial worries. i acts as a guide to navigate the complex world of money. Whether you're a salaried professional, a business owner, or nearing retirement, i as a financial planner can help you take informed decisions and bring peace of mind about your financial future."
SWASTIK INVESTMENTS
Welcome you to provide all the customers, accurate information & services they might require on their fingertips at a time of their convenience. SWASTIK INVESTMENTS have been working as a customer focused advisory. SWASTIK INVESTMENTS believes in keeping the team continuously updated by a strong regimen of self-study & engagement in industry level trainings & seminars. Through this we ensure a relevant & current advisory for our clients at all times.
Our Vision
Through continuous efforts for technological upgradation and research, SWASTIK INVESTMENTS become the trusted brand for fulfilling the financial needs of both individuals and corporate houses.
Our Mission
Rajesh Mathur is a qualified financial advisor cum career consultant and founder of Swastik Investments, which helps individuals and businesses manage their finances effectively. He focuses on wealth enhancement, protection, and transfer. The firm's mission is to assess the financial health of 10,000+ people.
Our Values
Honesty, Transparency, and Strong Protocols in Following Systems & Processes
Testimonials
Testimonials
Amit & Neha Gupta, Vidisha
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"Rajesh Mathur provided us with a clear and practical financial roadmap for our child’s education. He helped us balance savings, insurance, and investments in a way that matched our income and future goals. His approach is professional, simple, and highly effective."
Suresh Malhotra, Parent, Bhopal
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Rajesh Sir’s career guidance along with financial planning support has been a blessing. He not only guided my son toward the right career choices but also helped us prepare financially for higher studies. This complete solution is something every parent should consider."
रवि त्रिपाठी, विदिशा
⭐⭐⭐⭐⭐
"राजेश माथुर जी ने मुझे जीवन बीमा और निवेश की सही दिशा दिखाई। उनकी सलाह से मैंने अपने परिवार की सुरक्षा और भविष्य की योजनाओं के लिए उचित कदम उठाए हैं। वे एक भरोसेमंद और अनुभवी सलाहकार हैं।
My Certifications & Achievements
My Certifications & Achievements
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