SWS Financial Solutions Pvt Ltd.

30/09/2026

🌧️🥾 पाऊस, डोंगरवाटा आणि Team SWS ! 🌿⛰️

रोजच्या कामातून थोडासा ब्रेक घेत, नुकताच Team SWS ने विश्रामगड येथे पावसाळी ट्रेकचा मनमुराद आनंद घेतला! हिरवा निसर्ग, पावसाच्या सरी, धुक्यात हरवलेल्या वाटा आणि सोबतीला टीम मेंबर्स सोबत धमाल… 💚

एकत्र केलेला ट्रेक म्हणजे Team Bonding सह सुंदर आठवणींची शिदोरी! 😊

#विश्रामगड

SWS Financial Solutions Pvt Ltd
AMFI Registered Mutual Fund Distributor- ARN- 90746
ARN Renewal Date- 25th July 2028
APMI Registered Distributor- APRN01157
APRN Renewal Date- 11th Jan 2029

30/09/2026

📚 शिक्षकांसाठी आर्थिक साक्षरता सत्र

नुकतेच आमच्या टीममधील श्री. तन्मय अधिकारी आणि श्री. सिद्धार्थ शिंदे यांनी सांगली व कोल्हापूर येथे शिक्षकांसाठी आर्थिक साक्षरता सत्रे घेतली.
या उपक्रमांतर्गत खालील शाळांमध्ये सत्रे घेण्यात आली:
🏫 न्यू इंग्लिश स्कूल, कवठे एकंद
🏫 न्यू इंग्लिश स्कूल, गणेशवाडी
🏫 न्यू इंग्लिश स्कूल, नरवाड

विद्यार्थ्यांना घडविणाऱ्या शिक्षकांपर्यंत आर्थिक साक्षरतेचे महत्त्व पोहोचले, तर त्याचा सकारात्मक प्रभाव समाजातील अनेक घटकांपर्यंत पोहोचू शकतो.
या सत्रांना उत्स्फूर्त प्रतिसाद देणाऱ्या सर्व शिक्षकांचे तसेच सहकार्य करणाऱ्या शाळांचे मनःपूर्वक आभार! 🙏
आर्थिक साक्षरतेचा हा प्रवास असाच अधिकाधिक लोकांपर्यंत पोहोचत राहो!🌱



SWS Financial Solutions Pvt Ltd
AMFI Registered Mutual Fund Distributor- ARN- 90746
ARN Renewal Date- 25th July 2028
APMI Registered Distributor- APRN01157
APRN Renewal Date- 11th Jan 2029

29/09/2026

🔐 आजचे प्रशिक्षण... उद्याची अधिक सुरक्षित सेवा!
SWS च्या टीम सदस्यांनी नुकतेच HDFC AMC तर्फे आयोजित Digital Personal Data Protection (DPDP) Act विषयावरील ऑनलाइन प्रशिक्षणात सहभाग घेतला.
Mutual Fund Distributor म्हणून गुंतवणूकदारांची वैयक्तिक व आर्थिक माहिती हाताळताना Consent, माहितीचा योग्य उद्देशासाठी वापर, Data Security, Privacy, माहितीची सुरक्षित देवाणघेवाण आणि Data Breach बाबत घ्यावयाची काळजी अशा अनेक महत्त्वाच्या बाबींवर या सत्रातून मार्गदर्शन मिळाले.
आज आर्थिक व्यवहार अधिकाधिक Digital होत असताना Client Data ची सुरक्षितता ही केवळ Compliance ची बाब नसून ग्राहकांनी आपल्यावर दाखवलेल्या विश्वासाची जबाबदारीही आहे. 🔒
सतत शिकणे, आपल्या कार्यपद्धती अधिक सक्षम करणे आणि ग्राहकांना अधिक जबाबदारीने सेवा देणे — यासाठी SWS टीम नेहमीच प्रयत्नशील आहे.
या उपयुक्त प्रशिक्षणासाठी HDFC AMC चे मनःपूर्वक आभार! 🙏


SWS Financial Solutions Pvt Ltd
AMFI Registered Mutual Fund Distributor- ARN- 90746
ARN Renewal Date- 25th July 2028
APMI Registered Distributor- APRN01157
APRN Renewal Date- 11th Jan 2029

23/09/2026

Why a Company’s Mutual Fund Returns and Your Returns Can Be Different

A mutual fund’s published return and your personal return can be very different.

Why? Because the fund’s return measures a fixed period, while your return depends on when and how much money you actually invested or withdrew.

If most of your money goes in after a rally, or you exit after a fall, you may capture far less than the fund itself delivered.

Past performance tells you how the fund performed. It does not guarantee what you will personally earn.

📞 +91 75076 93133
📍 2nd Floor, Mandlik Pride, Near Hotel Curry Leaves, Jehan Circle, Nashik, India, 422013
✉️ [email protected]

AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor

SWS Financial Solutions Pvt Ltd
AMFI Registered Mutual Fund Distributor- ARN- 90746
ARN Renewal Date- 25th July 2028
APMI Registered Distributor- APRN01157
APRN Renewal Date- 11th Jan 2029





(wealth management, financial planning, investing, financial literacy, NAV, mutual funds)

19/09/2026

Can You Claim One Hospital Bill From Two Insurance Policies?

Yes, two health policies can sometimes work together for the same hospitalization.

If the first policy cannot cover the full eligible expense, the remaining amount may be claimed under another policy.

But this does not mean double reimbursement. The second insurer will still apply its own exclusions, limits and policy conditions.

That is why understanding how multiple policies work together matters before an emergency, not during one.

📞 +91 75076 93133
📍 2nd Floor, Mandlik Pride, Near Hotel Curry Leaves, Jehan Circle, Nashik, India, 422013
✉️ [email protected]

AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor

SWS Financial Solutions Pvt Ltd
AMFI Registered Mutual Fund Distributor- ARN- 90746
ARN Renewal Date- 25th July 2028
APMI Registered Distributor- APRN01157
APRN Renewal Date- 11th Jan 2029





(wealth management, financial planning, investing, financial literacy, health insurance, two health insurance policies)

18/09/2026

17/09/2026

UPI Limit Is Now ₹5 Lakh

The headline “UPI limit is now ₹5 lakh” does not tell the full story.

The standard limit for ordinary UPI payments and person-to-person transfers generally remains ₹1 lakh.

The higher ₹5 lakh limit applies only to selected categories of payments made to eligible and verified merchants.

These can include hospital and education payments, taxes, insurance, capital-market transactions, travel, credit-card bills, and certain other approved merchant payments.

Even then, ₹5 lakh is a maximum permitted ceiling. Your bank, UPI app, or payment provider may set a lower limit.

Also, the ₹5 lakh rule for eligible one-time payments should not be confused with UPI AutoPay. Recurring payments follow separate rules and limits.

The bigger change is that UPI is no longer being designed only for everyday purchases. It is gradually becoming a payment option for much larger and more financially important transactions as well.

📞 +91 75076 93133
📍 2nd Floor, Mandlik Pride, Near Hotel Curry Leaves, Jehan Circle, Nashik, India, 422013
✉️ [email protected]

AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor

SWS Financial Solutions Pvt Ltd
AMFI Registered Mutual Fund Distributor- ARN- 90746
ARN Renewal Date- 25th July 2028
APMI Registered Distributor- APRN01157
APRN Renewal Date- 11th Jan 2029





(wealth management, financial planning, investing, financial literacy, UPI, digital transactions, 5lakh)

15/09/2026

You Can Now Invest in India’s Highways

You may drive on national highways every day, but did you know investors can also gain exposure to the toll income generated by some of them?

Through Infrastructure Investment Trusts, or InvITs, investors can participate in cash flows from operating infrastructure. But this is not the same as owning the road, and the income is not guaranteed.

Understanding the structure matters before looking only at the headline yield.

📞 +91 75076 93133
📍 2nd Floor, Mandlik Pride, Near Hotel Curry Leaves, Jehan Circle, Nashik, India, 422013
✉️ [email protected]

AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor

SWS Financial Solutions Pvt Ltd
AMFI Registered Mutual Fund Distributor- ARN- 90746
ARN Renewal Date- 25th July 2028
APMI Registered Distributor- APRN01157
APRN Renewal Date- 11th Jan 2029





(wealth management, financial planning, investing, financial literacy, RIIT, Highway)