Empowering Your Financial Independence

Meet the Founder

Swati Santosh Kokate — MBA Finance, MDRT (USA)

With 25+ years in finance, Swati was a Finance Manager for 15 years before launching her advisory practice 9 years ago.

She empowers individuals and business owners with tailored planning for protection, tax efficiency, and wealth creation.

Our Vision

To be the trusted partner for families and businesses, providing clear, unbiased advice for lasting financial freedom.

Our Mission

To empower clients with transparent planning — insurance, investments, tax — guided by goals and lifelong trusted partnership.

About Supreme Capital

Supreme Capital, led by Swati Kokate, empowers business owners, families, and individuals with transparent, personalized financial solutions.

Backed by decades of financial leadership, Swati brings experience, trust, and proven results to help clients build wealth, protect income, and secure a lasting legacy.

Key Highlights

  • ₹43 Crore LIC Assets Under Management (AUM),
  • ₹3.5 Crore in Mutual Funds & Mediclaim portfolio,
  • Monthly SIPs exceeding ₹70,000,
  • 700+ satisfied clients across diverse sectors,
  • Million Dollar Round Table (MDRT) achiever,
  • DM Club Member in LIC

Our Promise

Transparent, unbiased, client-first guidance built on integrity and strong relationships.

Contact Us

📞 +91 99205 99279 | +91 99697 70858

📧 swatikokate79208@gmail.com

Plan Smart | Live Confident | Leave a Legacy

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