UdtaPaisa is the one of the best financial advisor in Delhi NCR that provides you with the best of advice to plan carefully and balance the money in order to have enough investment. We also ensure that you save the most by creating a realistic financial plan. We strive to create a portfolio with a blend of the best insurance plans and mutual funds in order to convert dreams into reality.
It’s not important what you have, but how you manage is important. What we recommend will save you the most
Dreams don’t work until you plan carefully and balancing your money is the key to having enough investment.
You can’t change number of hours in day but with us you can save hours of effort to create a realistic financial plan.
Out here we disclose our earnings and work for our client wealth maximization so that they can achieve their financial goals.
According to SEBI regulations, all your investments made through Udta Paisa are held in your name with the respective Mutual Fund. By investing with us, you can choose to deal directly with the mutual fund company at any point in time because it is your money and you have the right to retain full access to it.
As we are AMFI registered company, we act as an intermediary while keeping a track of which type of investments has been made in your name and where and processing your transactions. Each time you invest through us, you will either receive an SMS alert 3 calendar days prior for all SIP investments or will receive an email confirmation from us on the same day you initiate the transaction. In addition, we will also send you a periodic statement of your accounts in order to keep track of your investments through our dashboard and transaction center. All the transaction portals that you make or interact with, including the payment gateway and website are fully secured with 256-bit SSL encryption. The same online security standard is used by the bank while making transactions and other functions. With us, you are assured that each transaction of yours is bank-grade secure.
We provide deliveries across India to serve you. You need to enter your name and the city to get in touch with the one nearest to you. You can also request a call back if you are interested in becoming a client of our firm.