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.