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What is Sarwa?

Whether you are a newcomer to investing or possess a wealth of experience, Sarwa is committed to prioritizing your financial well-being and future. We strive to expedite your journey toward achieving financial goals by providing services that were once available only to the affluent. With us, you can build a well-rounded investment portfolio that includes stocks, bonds, and various other assets specifically designed to match your individual risk tolerance. Studies have shown that investing in low-cost index funds that reflect market performance typically outperforms the selection of individual stocks in the long run. Utilizing cutting-edge technology, we dynamically adjust your portfolio to respond to shifts in the market and reinvest any dividends you receive. After evaluating your preferences, we will craft a customized investment strategy suited to your risk profile and time horizon, which you can adapt at any time. Our mission is to equip you with the necessary tools and insights, enabling you to make well-informed investment choices, and we are always here to support you along the way. Your financial success is our priority, and we continually seek ways to enhance your investment experience.

What is Axos Invest?

By creating an account with Axos Invest, you will receive a customized investment portfolio tailored to your specific time frame, risk tolerance, and desired returns, which will enhance your overall investment strategy. Our Managed Portfolios are not only automated and precise but also adaptable, allowing for adjustments as needed. We regularly rebalance your portfolio and make necessary refinements whenever you update your personal information or goals, ensuring you remain on the right path to fulfilling your financial dreams. It is crucial to account for both your present requirements and future plans. Whether you aim to save for a vacation, gather funds for a home down payment, or establish a financial cushion for unforeseen expenses, we are dedicated to helping you formulate an effective investment strategy. Furthermore, we assist in assessing your retirement savings potential and setting your investment goals through options like an automated investment account, a Traditional IRA, or a Roth IRA, guaranteeing that you will have a thorough and well-rounded financial plan. This comprehensive approach empowers you to confidently navigate your financial journey while keeping your aspirations in sight. Ultimately, we believe that a well-structured strategy can significantly impact your financial success.

Media

Media

Integrations Supported

Axos Bank
MoneyGuide
RightCapital

Integrations Supported

Axos Bank
MoneyGuide
RightCapital

API Availability

Has API

API Availability

Has API

Pricing Information

0.5% Fee
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sarwa

Date Founded

2017

Company Location

United Arab Emirates

Company Website

www.sarwa.co

Company Facts

Organization Name

Axos Financial

Date Founded

1999

Company Location

United States

Company Website

www.axos.com/invest/managed-portfolios

Categories and Features

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