Innovating for a Connected Economy
We handle the details so you can enjoy the rewards - Swiss Wealth Management Private Bank
Trusted by 100k+ Investors
About SWMPB
Founded in 2024 and headquartered in Mumbai, India, Swiss Wealth Management Private Bank is a leading investment banking and financial management firm catering to corporations, institutions, and high-net-worth individuals. We offer a comprehensive range of services, from strategic planning, asset management, and trade financing to cutting-edge digital asset solutions, designed to help clients achieve their financial goals.
With secure access to global markets and seamless international transactions, Swiss Wealth Management Private Bank embraces innovation in the evolving financial landscape. Our commitment to excellence makes us the ideal partner in navigating the complexities of modern finance.
Projects Done
Years Experience
Funding & Investment
At SWMPB we excel funding & investing, guiding strategic decisions.
Capital Transparency
We prioritize capital transparency Our commitment ensures clarity.
Secure Investment Plan
Our Secure Investment Plan at SWMPB ensures stability and growth.
What we can help you with
We're here to assist with your financial goals. From investments to retirement planning, count on us for expert guidance
Investment Research and Analysis
Our Investment Research and Analysis team uncovers valuable insights.
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Risk Management Solutions
Our Risk Management Solutions ensure your investments are safeguarded.
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Financial Planning and Consultation
We offers personalized guidance to secure your financial future.
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Retirement Planning Services
Secure Your Future with Retirement Planning Services at SWMPB.
Read MoreSafety First
Safety First is our motto at SWMPB prioritizing your financial security. Trust us for stability as you pursue your goals.
Secure transactions with two-factor authentication
Trusted by 40+ million Investors worldwide
Data security with no compromises
What Investors Say About Us
Investors praise our transparent approach, personalized guidance, and user-friendly platform. At SWMPB their trust is our greatest endorsement
"Been with SWMPB for years, couldn't be happier. Their tailored plan expectations. Thanks to their guidance, my portfolio grew significantly."
Hawthorn Sage
"Choosing SWMPB was one of my best decisions. Their transparent approach and regular keep and reassured about my investments."
Reynolds Anthony
"I've worked with many firms, but none impressed me like SWMPB. Their expertise and commitment. I trust them with my financial future."
Rosemary Violet
"Been with SWMPB for years, couldn't be happier. Their tailored plan expectations. Thanks to their guidance, my portfolio grew significantly."
Hawthorn Sage
"Choosing SWMPB was one of my best decisions. Their transparent approach and regular keep and reassured about my investments."
Reynolds Anthony
"I've worked with many firms, but none impressed me like SWMPB. Their expertise and commitment. I trust them with my financial future."
Rosemary Violet
Find the level that suits you
Find your perfect fit at SWMPB We offer tailored solutions for investors at every stage. Let us guide you toward success.
- Perfect For: Business Line of Credit
- Funding Capacity Up To $250,00
- Term Up To 2 years
Featured Include:
- Access to all SWMPB products
- Join Events, Meet Our Community
- Invest $250/yr in SWMPB Deal
- Access to exclusive SWMPB content
- 25% kickback in XKI on fees
- Perfect For: Revenue based funding
- Funding Capacity up to $2000,00
- Term up to 2 years
Featured Include:
- All Premium benefits, plus
- $2000/yr investment in SWMPB Deal
- 50% kickback in XKI on fees
- Instant Messaging Concierge Service
- 25% kickback in XKI on fees
- Perfect For: Equipment financing
- Funding Capacity up to $750,00
- Term up to 3 - 5 years
Featured Include:
- All the Titanium benefits, plus
- Unlimited investments
- 75% kickback in XKI on fees
- Private events
- Telephone concierge
- Perfect For: SVA investment
- Funding Capacity up to $5,000.00
- Term up to 10 - 25 years
Featured Include:
- All the Black benefits, plus
- 90% kickback in XKI on fees
- Invest $5,000.00/yr in SWMPB Deal
- 15 minute priority on deals
- 25% kickback in XKI on fees
Meet Our Leadership Team
Meet our leadership team at SWMPB With expertise in finance, technology, and strategy, they drive our success forward.
Serhiy Yaroslav
Investment Analys
Pavlo Bohdan
Financial Advisor
Emma Sophia
Fund Manager
Jordan Eugenio
Retirement Planner
have a question look here
For quick answers, visit our FAQ section. Can't find what you need? Contact our support team.
We recommend a diversified portfolio tailored to your individual needs, This may include stocks, bonds, mutual funds, ETFs, real estate.
We recommend a diversified portfolio tailored to your individual needs, This may include stocks, bonds, mutual funds, ETFs, real estate.
We recommend a diversified portfolio tailored to your individual needs, This may include stocks, bonds, mutual funds, ETFs, real estate.
We recommend a diversified portfolio tailored to your individual needs, This may include stocks, bonds, mutual funds, ETFs, real estate.
