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In an era where money is equivalent to power, we all aspire a share of that power in our hands. Ever wondered who could be your friend and guide in times of turbulent financial markets?
Who could minimize your risks and maximize your gains by diversifying different eggs in your basket? The answers to all your questions rest in the one-stop solution provided by UDANI CAPITAL SERVICES LLP. With a rich experience of 30 years, our investment firm has Mr. CHANDRAKANT UDANI as its Chief Mentor. His experience has been regularly awarded with recognition from various financial institutions and been well appreciated by his clientele. The firm is now co-handled by his son Mr. PRATIK UDANI, an MBA, CFP by profession he values the importance of client servicing in the financial industry and is geared up to apply his management principles in reality along with Mr. JINEN UDANI who is an aspirant CFA.
Any financial instrument where you think of putting your money into; be rest assured that you are given proper guidance by our EXPERTISED TEAM. The Unique Selling Proposition of UDANI CAPITAL SERVICES LLP lies in its specialized ad services offered in the realm of
- WEALTH MANAGEMENT
- INVESTMENT SERVICES
- INSURANCE PLANNING
- As we climb the ladder of life there are different worries which surround us- security of our children, family, a smooth life after retirement etc.-once you as a client get associated with our firm you are secured for the rest of your life. You can leave your worries to us and indulge into the small moments of your everyday life.
One-to-One impeccable service to our clients is the foundation on which our firm’s vision is laid. Come join hands with us as we charter the path of your life to a safe, secured and hassle free future.
VISION
To minimize your Risk * Maximize your Gains * Protect your Future
MISSION
Our Mission has been always on being investor centric, maintaining high levels of transparency and disclosures besides sticking to basics. This has helped the firm to establish itself as a credible brand
Why Do Clients Turn To UDANI CAPITAL SERVICES LLP
Our Vision is to “Minimize your Risk * Maximize your Gains * Protect your Future “
As a client, you will receive advantages such as:
1. Integrating Your Financial Life with the Rest of Your Life
Our passion is to help clients feel comfortable with their financial lives. Then, we encourage them to focus on areas more important than money – on their physical, mental, and spiritual well-being and on their personal relationships. We don't believe in isolating the numbers from the fullness of their lives, and its possible as we follow the below model:
A : Adding a Financial Coach in Your Corner
From a financial planning coach, who are Professionals Certified as AMFI REGISTERED MUTUAL FUND DISTRIBUTOR , approved by Securities Board Of India (SEBI), National Institute of Securities Market (NISM) and Insurance Regulatory Development of India (IRDA), with their guidance you gain help to clarify the complexities of life and to empower you to make important decisions for your benefit. Simply, you expand the resources at your side to assist you with tough decisions.
B : Helping You Make Smart Decisions about Your Money
Our objective helps to ensure that your money is invested in accord with your growth and income goals, your risk criteria, and the prospects within the various markets. It enables you to answer questions such as when can I retire? How much money will I need in retirement so that I don't run out of money? How to fund my children’s higher education? Etc Etc.....
C : Understanding What Do I Own and Why Do I Own it?
From the Investment Planning Process we create your INVESTMENT OBJECTIVE to help ensure that your money is invested in accord with your growth and income goals, risk criteria, and market opportunities as they present themselves.
D : Smoothing Your Path With Service That Puts Your Needs First
Acting from a client-first tradition, we are proactive in anticipating your needs and enhancing your well-being. We add an EDGE to the personal service in order to experience you a hassle free operational work.
E : Helping You Manage Risk To Achieve Your Goals
We believe that with retirement money risk control is more important than higher returns. Managing risk includes controlling and minimizing investment costs. It also encompasses monitoring returns and rebalancing portfolios as necessary. Managing risk is central to our forte of INVESMENT JOURNEY.
F : Applying More Than 30 Years of Experience to Improve Your Unique Situation
Managing your resources effectively can give you greater control over your retirement planning and many other financial goals and objectives. Through our years of experience you gain a comprehensive financial plan and a time-tested investment planning process that take into account volatile markets, an uncertain global economy, and your life as it evolves. First and foremost, the plan and process are solely personalized & uniquely designed in order to help you achieve your life goals.
Financial Planning Tools
- Child’s Education
- Child’s Wedding
- Dream House
- Dream Car
- Dream Vacation
- Family Protection
- Retirement
- Custom Goal
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