Our Services

Comprehensive Financial Solutions for Your Business

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.

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Our Financial Solutions

Tailored services to meet your specific business needs

Debt Syndication
Project Finance
Real Estate Finance
Virtual CFO Services
Industrial Subsidy
Wealth Management

Debt Syndication

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.

Clarity

Transparent processes and clear communication throughout the funding journey

Access to Multiple Lenders

Strategic access to 50+ banks, NBFCs, and financial institutions

Optimized Terms

Negotiation expertise to secure favorable interest rates and repayment terms

End-to-End Support

From documentation preparation to disbursement facilitation

Discuss Your Funding Needs
Debt Syndication

Project Finance

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.

Greenfield & Brownfield Projects

Specialized solutions for both new setups and expansions

Flexible Funding Scale

Financing solutions ranging from Rs. 50 lacs to 200 Cr to accommodate businesses of all sizes

Comprehensive Proposals

Meticulously prepared project reports and financial models

Strategic Financial Closure

Optimized financial planning for long-term project sustainability

Plan Your Project Finance
Project Finance

Builder & Real Estate Finance

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.

Construction Finance

Tailored funding for residential, commercial, and mixed-use developments

Flexible Repayment Terms

Customized repayment schedules with moratorium periods to match your project cash flows

Lease Rental Discounting

Convert future rental receivables into immediate capital

Inventory Finance

Solutions to manage unsold inventory and improve cash flow

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Real Estate Finance

Virtual CFO Services

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.

Financial Strategy & Planning

Expert guidance on budgeting, cash flow optimization, and growth planning

Performance Analysis

Detailed financial analytics and KPI tracking for informed decision-making

Reporting & Compliance

Streamlined financial reporting and regulatory compliance management

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Virtual CFO Services

Industrial Subsidy Advisory

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.

Eligibility Assessment

Comprehensive evaluation of your project's qualification for various schemes

Documentation & Application

End-to-end management of complex application processes

Compliance & Follow-up

Ongoing support to ensure adherence to subsidy terms and timely disbursement

Maximize Your Subsidies
Industrial Subsidy Advisory

Wealth Management

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.

Investment Advisory

Personalized portfolio management aligned with your risk profile and goals

Risk Management

Insurance and protection strategies for you and your assets

Estate Planning

Strategies for efficient wealth transfer and legacy preservation

Grow Your Wealth
Wealth Management

Our Process

How we work with you to deliver exceptional results

1

Initial Consultation

We begin by understanding your business, goals, and specific financial requirements through a detailed discussion.

2

Requirement Analysis

Our team conducts a thorough analysis of your financial position, market conditions, and identifies the optimal funding structure.

3

Strategic Planning

We develop a customized financial strategy and prepare comprehensive documentation tailored to your specific needs.

4

Financial Sourcing

Leveraging our extensive network, we approach the most suitable financial institutions to secure optimal terms.

5

Execution & Support

We manage the entire funding process, from application to disbursement, and provide ongoing support for implementation.

SFA

Swastik Financial Advisory

Hello! 👋 How can we assist you with your financial needs today?

Now
Where Vision Meets Finance.
Strategic Finance. Trusted Advisory.
We Don't Just Fund, We Empower.
Turning Business Goals into Funded Realities.
Building Tomorrow, Financing Today.
From Idea to Impact — We Finance the Journey.
Let Your Growth Be Our Business.
Since 2011