Phone
+91 8401870091
mkoswal1@gmail.com
Location
Ahmedabad, Gujarat 382350
Services
Home / Services
Equity
Our equity investment services focus on building long-term wealth through carefully researched stock selection. We analyze market trends, company fundamentals, and financial performance to identify quality investment opportunities. Our approach balances growth potential with risk management, helping clients invest confidently in equities. Whether you are a beginner or an experienced investor, we provide personalized guidance aligned with your financial goals. Regular portfolio reviews and timely market updates ensure your investments remain on track in changing market conditions.
Derivatives
Oswal Investment offers structured derivative trading solutions in futures and options for informed investors. We focus on disciplined strategies, technical analysis, and proper risk control to manage market volatility effectively. Our team provides guidance on hedging, income generation, and short-term trading opportunities. Derivatives are used strategically to enhance portfolio performance while maintaining controlled exposure. With continuous monitoring and expert insights, we help clients make informed derivative trading decisions.
Commodity
Our commodity trading services help investors diversify portfolios and reduce overall risk. We provide access to major commodities such as metals, energy, and agricultural products. Backed by market research and trend analysis, our strategies aim to balance risk and returns. Commodity investments can act as a hedge against inflation and market volatility. We assist clients in understanding market movements, contract structures, and risk factors to trade confidently and responsibly.
IPO
We assist clients in identifying promising Initial Public Offerings through detailed analysis of company fundamentals, valuation, and growth prospects. Our IPO services include timely updates, application support, and guidance on allotment strategies. We help investors make informed decisions rather than speculative choices. Whether you are a retail investor or a long-term wealth builder, our IPO advisory ensures you participate with clarity, confidence, and proper planning.
Mutual Funds & SIP
Our mutual fund and SIP services are designed to help clients achieve financial goals through disciplined investing. We recommend suitable funds based on risk appetite, investment horizon, and objectives. SIPs encourage regular savings and benefit from long-term compounding. From wealth creation to tax-saving funds, we offer comprehensive mutual fund solutions. Regular portfolio reviews and rebalancing ensure consistent performance aligned with changing life goals.
Portfolio Management Services (PMS)
Our PMS offerings provide personalized investment management for clients seeking professional handling of their portfolios. Each portfolio is tailored according to individual financial goals, risk tolerance, and time horizon. With active monitoring, research-driven decisions, and strategic asset allocation, we aim to optimize returns while managing risks. Clients benefit from transparency, regular performance reports, and expert decision-making designed to protect and grow capital consistently.
Home Loans / Housing Finance
Oswal Investment offers hassle-free home loan and housing finance solutions tailored to your needs. We assist with loan selection, documentation, and approvals from trusted financial institutions. Our services focus on competitive interest rates, quick processing, and smooth disbursal. Whether purchasing, constructing, or renovating a home, we ensure a simple and transparent loan process. Our guidance helps you make informed borrowing decisions with long-term financial comfort.
Loan Against Mutual Funds
Our loan against mutual funds service helps you access liquidity without redeeming your investments. By leveraging your existing mutual fund holdings, you can meet short-term financial needs while staying invested. We offer guidance on eligibility, interest rates, and repayment options. This facility ensures flexibility, preserves long-term wealth potential, and provides quick access to funds during emergencies or opportunities.
Insurance
We provide comprehensive insurance solutions to protect your life, health, and assets. Our services include life insurance, health insurance, and general insurance products tailored to individual needs. We help clients choose suitable coverage based on financial responsibilities and future goals. Insurance planning ensures financial security for you and your family during unexpected events. Our advisory focuses on protection, clarity, and long-term peace of mind.
Children Plan
Our children planning services help secure your child’s future education and life goals. We design structured savings and investment plans that grow steadily over time. By starting early, parents can reduce financial pressure and ensure adequate funds when needed. Our approach balances safety, growth, and flexibility, providing confidence that your child’s dreams are financially supported.
Retirement Plan
Oswal Investment helps clients build a financially independent and stress-free retirement. Our retirement planning focuses on long-term savings, stable income generation, and capital protection. We analyze future expenses, inflation impact, and income needs to design reliable retirement strategies. With disciplined planning and timely reviews, we help ensure comfort, security, and peace of mind during retirement years.
Guaranteed Plan
Our guaranteed plans are ideal for investors seeking capital safety and assured returns. These low-risk investment options provide predictable outcomes and financial stability. Guaranteed plans are suitable for conservative investors and long-term financial commitments. We help clients choose the right plans that align with their security needs while ensuring dependable growth over time.
Taxation, Return Filing & GST
We offer complete taxation services including tax planning, income tax return filing, and GST compliance. Our team ensures accurate filings, timely submissions, and adherence to legal requirements. We help individuals and businesses optimize tax liabilities while avoiding penalties. With updated knowledge of tax laws, we provide reliable support for smooth and stress-free compliance.
Where Your Financial Goals Take Shape
Personalized investment and financial planning solutions designed for long-term growth, stability, and peace of mind.
Oswal Investment is a trusted financial services firm committed to helping individuals and businesses achieve financial stability and long-term growth.
Quick Links
Information
Phone
+91 8401870091
mkoswal1@gmail.com
Location
511, 5th Floor Gravity Opp Malbar Gold Bunglows Nr Swaminarayan Family Appartment M G Rd, Nikol, Ahmedabad, Gujarat 382350, India
Copyright 2026 © All Right Reserved.