Unlocking Wealth Beyond the Stock Market

Trusted Advisors in Unlisted Shares, Investments & Financial Compliance

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About Us

At Swarnum Financial Solutions, we believe wealth is not just built — it’s carefully shaped through knowledge, strategy, and trust. With deep expertise in unlisted shares, strategic investments, and compliance support, we guide professionals, entrepreneurs, and investors toward financial growth and security.

Our Mission

To democratize access to exclusive financial opportunities and empower clients with transparent, research-backed solutions.

Our Vision

To be a trusted partner in building wealth, helping individuals and businesses grow confidently in a dynamic financial world.

Why Choose Us

Because we blend trust, innovation, and expertise — ensuring every financial step is secure, strategic, and future-ready.

Shaping the Future of Wealth

At Swarnum Financial Solutions, we empower professionals, entrepreneurs, and investors with the tools and strategies to thrive in the modern market. From exclusive access to unlisted shares to expert tax and compliance support, we’re your trusted partner in building lasting wealth.

Unlisted Shares

Early access to pre-IPO opportunities with research-driven guidance.

Secure & Transparent

Every transaction is built on compliance, trust, and confidentiality.

Strategic Advisory

Customized financial solutions for professionals and businesses.

OUR SERVICES

Unlisted Shares – Exclusive Access to Pre-IPO Companies

Unlock high-potential investment opportunities in privately-held companies before they go public. Our expert team ensures due diligence, valuation, and smooth transactions.

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Stock Broking Services

In partnership with Nuvama (formerly Edelweiss), we provide seamless broking support across equity, F&O, and MF platforms. Trade smarter with our support and insights.

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ITR Filing and Support

Comprehensive Income Tax Return filing for salaried individuals, businesses, freelancers, and HNIs—backed by strategic tax planning.

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GST Returns and Finalisation

Timely and compliant GST return filing, along with annual reconciliation and expert advisory for businesses and professionals.

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OTHER SERVICES

Financial Assistance for Professionals

For doctors, lawyers, and business owners who find accounting overwhelming – we offer tailored support in managing finances, documentation, and compliance.

Account Maintenance & Finalization

Get your books cleaned, closed, and ready for audit or funding – whether you’re a startup, a consultant, or a growing SME.

Financial Paperwork Solutions

A one-stop solution for all financial registrations and government documentation:
PAN
MSME Registration
Professional Tax (P-TAX)
Trade License

WHY CHOOSE US

Deep Unlisted Market Experience

Years of expertise navigating the unlisted shares market with proven strategies.

Expert-Led Advisory

Backed by proven financial expertise, ensuring precision and compliance in every step.

One-Stop for Documentation

Complete assistance with all legal and procedural documentation needs.

Empanelled with Nuvama

Trusted association with a reputed financial institution.

PAN-India Reach

Serving clients across the nation with seamless service delivery.

Deep Unlisted Market Experience

Years of expertise navigating the unlisted shares market with proven strategies.

Expert-Led Advisory

Backed by proven financial expertise, ensuring precision and compliance in every step.

One-Stop for Documentation

Complete assistance with all legal and procedural documentation needs.

Empanelled with Nuvama

Trusted association with a reputed financial institution.

PAN-India Reach

Serving clients across the nation with seamless service delivery.

OUR VALUABLE CLIENTS

★★★★★

“Swarnum gave my portfolio the clarity it needed.”

— Rohit Mehta, Mumbai
★★★★★

“Investing in unlisted shares was new for me, but Swarnum made it simple.”

— Kavita Joshi, Bengaluru
★★★★★

“Professional, patient, and extremely well-informed.”

— Nikhil Kapoor, Delhi
★★★★★

“Their transparent approach gave me confidence in every step.”

— Ananya Verma, Kolkata
★★★★★

“Swarnum’s team crafted a wealth strategy aligned with my long-term goals.”

— Arjun Malhotra, Pune
★★★★★

“I’ve seen consistent results and complete transparency throughout the process.”

— Sneha Gupta, Hyderabad

Book your free consultation today!

FAQ’s

Unlisted shares are stocks of companies not yet listed on the stock exchange. They provide an early entry opportunity into high-potential businesses before IPOs, often at attractive valuations.

We deal in reputed companies such as NSE, MSEI, Vikram Solar, Tata Capital, OYO, and others, carefully selected based on market performance and growth potential.

Like all investments, unlisted shares carry risk. However, our expertise and due diligence in evaluating companies help minimize risk and identify strong growth opportunities.

Yes, a Demat account is required for holding and transacting in unlisted shares. We guide clients through the process if they don’t already have one.

Yes. As empaneled partners with Nuvama, we provide access to stock broking services for listed equities, derivatives, and more.

Yes. We provide financial assistance for professionals who want to focus on their work while we manage accounting, compliance, and finance tasks.