Akshay Jain

Manager (Asia-Pacific Risk Management).

Citibank N.A

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When looking for someone to manage my investment and insurance portfolio, it was imperative that the firm would need to be professional and well-established, yet provide me the personal attention I need. UDANI CONULTANCY SERVICES ( UCS ) has been ensuring I get exactly (and more of) what I want. They are well-versant with current and historical trends, product suitability and sound financial advice. They look at the big picture rather than just short-term benefits. Thoroughly recommend them as a preferred partner.

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Anubhav Agarwal

Chartered Accountant and Company Secretary

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I got associated with UDANI CAPITAL SERVICES LLP couple of years ago . Pratik Udani who is the chief consultant, he comes across as someone who has good fundamental knowledge and is strong in market research & analysis, which are subsequently reflected in the sound advice that he is able to provide. Working in a MNC did not leave much time for me to look after my investments, but I have benefitted immensely by trusting his judgement and I would definitely recommend him as a reliable financial consultant / planner for the rationality that he brings to the table.

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