Avisa wealth
Avisa wealth
Avisa wealth
Avisa wealth
Avisa wealth
Avisa wealth
Avisa wealth

Beyond traditional wealth management

When your wealth is managed right, you get time for what truly matters.

What our clients have to say

When I heard about unlisted shares of NSE, I sought guidance from Avisa. They helped me invest at the right time and at the right price. It turned out to be a good decision for me.
Dr. Premkumari Nahata
Doctor
The team at Avisa has in depth market knowledge. When you talk to them, it doesn't feel like they're just trying to sell a product — they truly understand how the market works.
Mr. Mital Kumar
State tax officer Guj Sgst dept
I’ve been with Avisa (Swastika) for 6 yrs. At every stage, they’ve genuinely helped me — whether the market was up or down. Building trust isn’t easy, but with them, it happened naturally.
Subhash Pahwa
Trisatya realities director

We know what keeps you
awake at night!

“I don’t have the time to vet every PMS.”

Sifting through dozens of fund proposals is exhausting. You want curated, thoroughly vetted deals, backed by data and due diligence.

PMS
Investing feels

“Offshore investing feels complex and risky.”

International exposure is appealing — but regulatory, taxation, and currency complexities make it feel intimidating without the right guidance.

“I want to involve my family, but don’t know where to start.”

You care about legacy but engaging the next generation in wealth conversations isn’t always easy, especially across changing values.

Where to start
Request a private consultation
Circle

POWERED BY

Swastika
6000+
cr AUM managed
33+
yrs of experience
4.5L+
Clients
Opportunities
you won’t find elsewhere
Startup investing
01
Startup investing

Hidden Gems (Pre-IPO & Startup investments). Get a first look at fast-scaling companies before they go public, carefully vetted by Avisa’s investment team.

02
Unlisted stocks

From fintech and healthtech to EVs and logistics, many next-gen market leaders are still unlisted.
HNIs can back innovation before it becomes mainstream.

Unlisted stocks
Offsore funds
03
Offshore funds

A modern portfolio isn’t truly complete without global exposure. Tap into mature, innovation-driven markets such as the US, China, Singapore, and Europe, often with more consistent returns and sectoral depth.

04
NPS & bonds

Let your investments work harder, post-tax. NPS offers exclusive tax deductions under Section 80CCD. Some bonds also offer tax-free returns, depending on structure and tenure.
Protect principal. Pass it on. NPS and bonds can be structured into your estate or succession plan to provide income streams for future generations with minimal complexity.
For HNIs, NPS & bonds aren’t “safe” investments — they’re strategic anchors for long-term wealth preservation and smart tax planning.

NPS and bonds
PMS
05
PMS & AIFs

Designed to deliver superior returns, not just mirror the index. High-Conviction, Actively Managed Strategies. Go beyond passive investing. PMS & AIFs are designed for alpha generation, leveraging concentrated, research-driven portfolios and active management to outperform traditional mutual funds and indices.

Explore untapped potential

Meet the minds driving your growth.

Parth Nyati
WTD & CEO

An IIT Delhi alumnus with a finance and technology background, with 12 + years of market experience, shapes the strategic vision of Swastika. His passion for innovation and operational excellence drives the delivery of cutting-edge solutions for investors across India.

Parth nyati
Vinit Rathi
Chief Business Officer

A market veteran with more than 20 years of experience in handling client investments with Swastika. As Swastika's Chief Business Officer, his team has managed more than ₹6000 Crores of AUM.

Vinit rathi
Reach out to us

Feel free to reach out—we’re here to assist with any inquiries or provide more information

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