Indore, Mar 25: Avisa Wealth, the wealth management arm of Swastika Investmart Ltd, achieved a significant milestone by surpassing USD 10 million (over ₹90 crore) in Assets Under Management (AUM) within just six months of its launch, despite a challenging market environment.
Launched as part of Swastika Investmart’s strategic expansion into comprehensive wealth management, Avisa Wealth aims to deliver holistic, research-driven, and tech-enabled investment solutions to a diverse clientele, including HNIs, ultra-HNIs, NRIs, family offices, and institutions.
With over 30 years of legacy in financial services, Swastika Investmart has built a strong foundation, serving more than 4.4 lakh investors across multiple verticals, including broking, investment banking, and advisory.
The rapid scale-up to USD 10 million AUM underscores strong client trust and early adoption of Avisa Wealth’s platform, supported by robust product curation and a disciplined advisory framework. This growth was further enabled by a seamless digital experience through its technology-driven app, reflecting the rising demand for personalized wealth management solutions in India.
Avisa Wealth offers a wide spectrum of investment opportunities, including mutual funds, PMS and AIFs, unlisted investments, bonds, NCDs and other fixed income products, as well as REITs/InvITs and alternative assets—enabling clients to build diversified and well-balanced portfolios. These offerings are backed by a rigorous six-step selection process, ensuring transparency, due diligence, and alignment with performance objectives.
The firm follows a “Core & Satellite” portfolio strategy, where the core portfolio focuses on long-term, stable wealth creation, while the satellite portfolio targets tactical opportunities and alpha generation. This approach promotes disciplined investing while effectively capturing market opportunities.
Commenting on the milestone, Parth Nyati, Chief Executive Officer, Swastika Investmart, said, “Avisa Wealth is focused on blending human expertise with digital intelligence to redefine how clients experience wealth creation, with an emphasis on transparency, personalization, and long-term outcomes.”
This milestone reinforces Avisa Wealth’s vision to scale rapidly in India’s fast-growing wealth management space, democratize access to professional wealth advisory, and build long-term client relationships anchored in trust and performance
