Mark Chahwan

Sarwa - Investments Firm of the Year

Profile

ABOUT MARK CHAHWAN
Mark co-founded Sarwa in 2017 and is a new generation executive with 10 years of experience across diverse roles spanning strategy, management, operations and technology. Mark has previously worked at organisations including Accenture Strategy, focusing on banking and wealth management, and Caisse de depot et placement du Quebec (CDPQ), one of Canada’s largest pension funds with $270B+ in AUM, and started his career at BLOMINVEST Bank. Mark studied finance and entrepreneurship, earning his Bachelor of Commerce from McGill University, and has been recognized in the Forbes 30 under 30 lists.

ABOUT SARWA

Sarwa is backed by a team of world-class financial experts and the best technology talent. We work hard to implement time-tested investment strategies and develop an investment experience that’s personalized for you.

We help you invest in fully-diversified portfolios of low-cost index funds, based on your risk profile. We use cutting-edge technology to simplify the entire investing experience and provide you the best possible return. We do this by offering easy rebalancing, dividend reinvesting, and tax optimization – services that were very time consuming and complicated to do on your own or were only available to the ultra rich.

We offer the support you need, when you want it, via dedicated financial advisors. They can help plan your financial milestones and answer questions you might have about saving and investing.

What makes Sarwa unique?

SIMPLE SIGN-UPS
Get a custom-built portfolio of low-cost index funds and open your account online in less than 10 minutes (5 if you type fast)

AUTO-DEPOSITING
Set up auto-deposits and we’ll seamlessly allocate the new funds into your new account

REINVESTING DIVIDENDS
Any dividends get reinvested immediately back into your portfolio – so you earn more

SMART REBALANCING
Sit back and let your money grow while your portfolio is being rebalanced regularly so that you maintain an optimal level of risk

TAX OPTIMIZATION
We lower your tax burden by removing exposure to US Estate Taxes to maximize returns

HUMAN ADVISORS
Expert financial advisors available on demand to help you plan your financial future and answer your questions. For free
Smart Investing Made Easy
1 – LEARN
We want to get to know you.
Where are you in your financial life and what are you investing for?

2 – CUSTOMIZE
We’ll build you a portfolio.
Once we know a bit about you and your investing goals from the answers you give us, we’ll match you with a fully diversified portfolio of low-cost index funds that reflects your profile. We help you grow your wealth over the long term.

3 – INVEST
Open and fund your account at the speed of life
Opening an account is super simple and takes 5 minutes. Identity verification is as simple as a an ID and a selfie. You’ll receive funding instructions within 24 hours to get started with your portfolio. Start with a chunk of money or invest monthly from your bank account.

4 – SET YOURSELF FREE
Go live your life, Sarwa’s got it.
Everything is made easy – from rebalancing, to automated dividend reinvestment, even tax efficiency to avoid US Estate Taxes. You can log-in to track your investments, or put it on cruise control and never think about it again.