At Swastik Financial Advisory, we offer a wide range of strategic financial services designed to help businesses grow, optimize, and succeed in today's competitive landscape.
Explore ServicesTailored services to meet your specific business needs
We assist businesses in raising structured debt from banks, NBFCs, and financial institutions to meet working capital, project expansion, or acquisition needs. Our strong banking network ensures timely funding with optimal terms.
Transparent processes and clear communication throughout the funding journey
Strategic access to 50+ banks, NBFCs, and financial institutions
Negotiation expertise to secure favorable interest rates and repayment terms
From documentation preparation to disbursement facilitation
We specialize in arranging project finance for new factory setups or business expansions, with funding amounts ranging from Rs. 50 lacs to 200 Cr. From preparing detailed proposals to securing funding from top nationalised and private banks, we ensure smooth and strategic financial closure tailored to your growth plans.
Specialized solutions for both new setups and expansions
Financing solutions ranging from Rs. 50 lacs to 200 Cr to accommodate businesses of all sizes
Meticulously prepared project reports and financial models
Optimized financial planning for long-term project sustainability
We provide end-to-end funding solutions for builders and real estate developers, including project funding, inventory finance, and lease rental discounting. Our strong banking network and sector expertise help ensure timely fund access for smooth project execution.
Tailored funding for residential, commercial, and mixed-use developments
Customized repayment schedules with moratorium periods to match your project cash flows
Convert future rental receivables into immediate capital
Solutions to manage unsold inventory and improve cash flow
Our Virtual CFO services provide businesses with expert financial management without the overhead costs. We offer strategic financial planning, budgeting, and forecasting, along with in-depth financial analysis to help your business thrive. Our tailored solutions empower you to make informed decisions and drive growth.
Expert guidance on budgeting, cash flow optimization, and growth planning
Detailed financial analytics and KPI tracking for informed decision-making
Streamlined financial reporting and regulatory compliance management
We specialize in Industrial Subsidy Advisory, helping businesses navigate complex government schemes and unlock financial incentives. We guide clients through the application process for various subsidies, ensuring compliance with all regulations and maximizing available benefits. Our expert team stays updated on the latest policy changes, ensuring your business takes full advantage of all industrial subsidies to reduce costs and fuel growth.
Comprehensive evaluation of your project's qualification for various schemes
End-to-end management of complex application processes
Ongoing support to ensure adherence to subsidy terms and timely disbursement
Our Wealth Management services are designed to help individuals and families grow, protect, and transfer their wealth effectively. We offer personalized investment strategies, risk management solutions, tax planning, and estate advisory – all tailored to your financial goals and life stage. With a client-first approach and deep market insights, we aim to build long-term wealth while ensuring financial peace of mind. Whether you're planning for retirement, your child's education, or legacy building, our expert team is here to guide you every step of the way.
Personalized portfolio management aligned with your risk profile and goals
Insurance and protection strategies for you and your assets
Strategies for efficient wealth transfer and legacy preservation
How we work with you to deliver exceptional results
We begin by understanding your business, goals, and specific financial requirements through a detailed discussion.
Our team conducts a thorough analysis of your financial position, market conditions, and identifies the optimal funding structure.
We develop a customized financial strategy and prepare comprehensive documentation tailored to your specific needs.
Leveraging our extensive network, we approach the most suitable financial institutions to secure optimal terms.
We manage the entire funding process, from application to disbursement, and provide ongoing support for implementation.