AMFI ARN
AMFI Registered Mutual Fund Distributor: ARN-316882.
Capital planning for HNIs, founders, and institutions
Swarnim Capital
Clear capital planning for people and institutions that need better allocation, safer reserves, private opportunity review, and disciplined treasury decisions.
HNIs
Founders
Institutions
AMFI ARN holder
Exclusive Private Syndicate
Private access to distressed industrial and commercial assets.
Select HNIs and institutions can discuss pooled participation in distressed construction sites, warehouses, industrial sheds, and land parcels. The goal is simple: review the asset, understand the risk, and work toward a 12 to 18 month turnaround where the opportunity fits.
Curated deal flow
Pooled participation
Industrial assets
12-18 month turnaround focus
About Swarnim Capital
Built for clear decisions and selective access.
Swarnim Capital works with HNIs, founders, family offices, and institutions that need a structured way to review capital, reserves, treasury funds, and private opportunities.
Led by Dinesh Mokariya, the platform brings NISM credentials, AMFI registration, 5+ years of experience, and a certificate from MIT Cambridge in New Venture Leadership.
Credentials and compliance
Clear credentials. Clear limits.
Swarnim Capital keeps licensing, role, and risk disclosures visible so every discussion starts with clarity.
NISM certifications
Certified in Research Analysis, Retirement Planning, and Mutual Fund Distribution modules.
Founder credentials
5+ years of experience and MIT Cambridge certificate in New Venture Leadership.
Licensing limits
Not presented as a SEBI Registered Investment Adviser, Portfolio Manager, or Research Analyst.
Private deal support
Finalized opportunities may use external legal, tax, valuation, diligence, and transaction partners.
No assured returns
All opportunities and mutual fund products carry risk. Suitability and documents come first.
Three pillars
Three areas where capital needs structure.
The work is organized around capital protection, private opportunity access, and better use of idle institutional money.
Capital Insulation & Cross-Border Allocation
For investors who want to protect purchasing power and avoid over-dependence on one market, currency, asset class, or business cycle.
Private Syndicate
Pooled participation discussions for construction sites, warehouses, industrial sheds, and land parcels where timing, documents, and execution matter.
Institutional Treasury Optimization
For institutions, societies, founder groups, and committees that hold idle money and need a simple policy for safety, liquidity, and review.
Capital intelligence
Better capital decisions start with fewer assumptions.
Capital Insulation
We review concentration risk, liquidity timing, business exposure, and whether your capital can handle stress without forced decisions.
Cross-Border Allocation
We discuss when global allocation may help, what risks it adds, and what should be checked before moving capital across borders.
Treasury Discipline
We help define liquidity buckets, review frequency, documentation, and deployment rules for funds that should not sit without a plan.
Our approach
A simple process before any opportunity is discussed.
Understand the mandate
Capital size, time horizon, liquidity needs, and risk comfort decide what is suitable.
Curate the access
Only opportunities that fit the brief, timeframe, and risk level move forward.
Document the fit
The process stays private, documented, and focused on suitability.
Services
Services for investors and institutions that need clarity.
Each service starts with a practical review of capital, risk, time horizon, and documentation.
Capital Insulation
Review concentration, liquidity buffers, inflation risk, and global allocation options.
Exclusive Private Syndicates
Review pooled opportunities in industrial and commercial assets where the fit is clear.
Founder Wealth Mandates
Separate business money, personal wealth, reserves, and long-term deployment.
Institutional Treasury Optimization
Create simple rules for safety, liquidity, deployment, and periodic review.
Industrial Asset Opportunities
Review construction sites, warehouses, industrial sheds, and land parcels with clear risk checks.
Discreet Review Calls
Start with a private fit check before sharing detailed documents.
Society Fund Management
Help societies plan reserves, reporting, liquidity, and future repair funds.
Society Fund Management
Society funds need a plan before large expenses arrive.
Many societies collect maintenance, sinking funds, and reserves without a clear deployment plan. A simple framework helps the committee manage safety, liquidity, reporting, and future repairs.
Plan reserves early
Large repairs, lifts, painting, waterproofing, and infrastructure work need advance planning.
Report clearly
Clear fund buckets and periodic reports help residents and committee members stay aligned.
Keep money purposeful
Liquidity planning helps societies balance safety, access, and responsible growth.
Packages
Choose the right starting point.
Pick the conversation that matches your current need. Each option can begin through WhatsApp.
Signature
1:1 Wealth Strategy Session
INR 19,999 flat
A 4 to 6 hour session to review your capital position, risks, reserves, and next steps.
- Capital position and mandate review
- Liquidity and risk appetite mapping
- Opportunity direction
- Written next-step summary
Syndicate
Private Syndicate Review
Custom quote
For HNIs and institutions reviewing industrial assets and pooled participation.
- Investor fit discussion
- Mandate size and horizon review
- Opportunity category briefing
- Next-step process
Founder
Founder Wealth Planning Call
INR 6,999 / hour
For entrepreneurs who need to separate business money, personal wealth, reserves, and long-term capital.
- Business and personal cash-flow review
- Emergency reserve planning
- Capital deployment alignment
- Capital allocation discussion
Calculators
Run quick numbers before a discussion.
These are simple educational tools for EMI, SIP growth, retirement corpus, and goal planning.
Contact
Request a discussion.
Share what you want to review: capital planning, treasury, society funds, or private syndicate access. We will respond with the next suitable step.
Request Access
hello@swarnimcapital.com
AMFI Registered Mutual Fund Distributor (ARN-316882)
Swarnim Capital
537, Florence Excellence, Vasna Bhayli
Vadodara, Gujarat 391410
+91 99888 67771
hello@swarnimcapital.com