About Us
Our Company History
Swastik Investments was established on January 1st, 2020, as a formal continuation of a much longer journey in the financial services space. While the company itself is relatively young, our founding team brings with them extensive experience dating back from 2002. Over the years, they have built a solid foundation of trust, expertise, and client-centric service in the financial industry. With over two decades of hands-on experience in understanding market trends, financial instruments, and client needs, the founders laid the groundwork for what Swastik Investments represents today — a Trusted Partner in Financial Solutions, “where your Dreams find Financial Security”.
Since our incorporation, we have grown steadily and now proudly serve a diverse client base of more than 850+ families. Our core mission is simple yet powerful: to help our clients fulfill their financial goals through informed decisions, strategic planning, and consistent support. Whether it's wealth creation, retirement planning, insurance solutions, or investment management, we strive to provide personalized guidance tailored to each client's unique financial journey.
Milestones
The journey begins
Our founders start advising families on insurance and investments.
Swastik Investments incorporated
Formal continuation of two decades of trusted financial guidance.
850+ families, ₹400+ Cr risk managed
A growing client base across India, served with the same personal attention.
Goal: 5,000 empowered clients
Education-first guidance to help thousands more plan with confidence.
Our Philosophy
At Swastik we believe financial success is built on trust, clarity, and long-term relationships.
- Client centered approachYour needs are our priority.
- Transparency and integrityNo hidden agendas — just your best interest.
- Long-term thinkingWe are not here for quick wins; we focus on lasting stability.
- Continuous learningThe financial world evolves — so do we. We stay informed, adapt to change and keep our advice relevant and effective.
Our Values
Our value system guides our actions, decisions and commitment to our clients' financial well-being.
- IntegrityWe do what is right even when no one is watching.
- AccountabilityWe take responsibility for our deeds.
- Client firstYour interests come before all else.
- Empowerment through educationInformed clients make better decisions.
Our Mission
At Swastik Investments, our mission is to provide clients with clear, unbiased, and personalized financial services that support their long-term financial well-being. Since our incorporation on January 1st, 2020, and drawing on our founders' experience since 2002, we have been committed to helping clients make informed financial decisions aligned with their goals. With over 1,500 clients across diverse financial needs, we focus on building trust through transparency, education, and consistent service.
To educate and empower over 5,000 clients till 2026 about financial products & planning.
Our Vision
Our vision is to be a responsible and trusted financial firm that prioritizes the long-term interests of our clients. We aim to create a positive impact by promoting financial awareness, encouraging goal-based planning, and delivering services that are compliant, ethical, and tailored to individual needs. As the financial landscape evolves, we continue to update our knowledge, strengthen our practices, and remain committed to integrity and professionalism — helping clients pursue financial clarity and peace of mind, every step of the way.
A Society where only people dies for Shortage of Age not of Money
Narendra Kr Surana
Wealth Architect · MDRT Member · 23+ years
Mr Narendra Kr Surana, the founder of SWASTIK INVESTMENTS, is a seasoned Wealth Architect with over 23+ years of experience in the wealth and financial industry. As a committed MDRT (Million Dollar Round Table) member, he has consistently demonstrated excellence and integrity in client service. Under his leadership, SWASTIK INVESTMENTS has grown to serve a robust client base.
“It is my goal to work closely with my clients so that I can provide the best solutions crafted for them. I have over 23+ years of Life Insurance experience with a strong urge to financially literate the society.”— Naren
Mr. Surana has been managing 400+ Crores of Risk, with 1500+ Lives living their Dreams & achieving their Goals. He envisions empowering more than 5,000 clients through personalized guidance and education-focused services — he believes that an Educated society can create wonders.
Talk to Us