Our History

The Story of Swapnick

Timeline

2011

Fortifying A Strategy

Through the peaks and valleys of the stock market, we analyzed market behavior and tested various strategies in order to determine which strategy would give us the best opportunity for success while mitigating risks during turbulent market movements.

2013

Pilot Phase

During this period we selected a single strategy to implement. In 2012 we simulated trades in order to refine the appropriate asset mix. In 2013 we initiated a fully funded pilot in the market and stress tested the strategy against various historic periods in the stock market (simulated). After a rigorous 7 years of analysis and scrutiny, we felt the strategy was ready for market.

2014

Swapnick Officially Born

Incorporated in Delaware in December 2013, we began taking additional clients on a limited basis (Family Office by invitation only) for investments initiating in 2014.

2015

Family Office Open for Business

After a successful charter year, we continue to fortify our strategy.

2021

Serving Even More Customers

Expanded our services in order to help any individuals seeking to achieve their long term investment goals.