UdtaPaisa
1-613-555-0179 1-855-940-9991 +91- 9971-009292
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About us

 

Udta Paisa is owned and maintained by certified team of financial experts. The whole purpose of coming up with this site is to understand individual investment requirements and simplifies it with portfolio and risk management. Udta Paisa not only helps you with your investment requirements, it also gives you opportunity to become professional portfolio managers of your own fund.

Who we are overview
"All Investment are not good,
Only right Investments are Profitable."
  • Our foremost agenda is Capital Protection along with consistent Capital Apprehension

With this site, we shall make you aware of how much, when and where you should invest your funds to ensure targeted profitability in due course of time.

  • Our second agenda is to make you Portfolio Manager of your Own Funds

We shall not only help you invest with your funds, we shall guide you on what parameters a particular fund or stock is selected for investment. Whenever, we come across a fund manager he/she may or may not give you the logic behind the investment in a particular fund or range of funds, all we get is the assurance of getting best returns. But it's high time to be portfolio manager of your own.

  • Our third agenda is to build Long Term Relationship with our Clients

No matter who is our client, at the end we are fully aware that it is someone else's fund which we have to manage judiciously and with utmost care. Udta Paisa aims at wealth creation of its prestigious clients by investing in right opportunities at right time.

Udta Paisa is consistently into market research and focused on delivering key results. Our name reflects that our key strategy is to grow your investments to new height.

Management Team

The management team has more than 25 years of experience in capital market. The key members are as under:

Dr. Mukesh Jindal
(CFA, CFP, CAIA, Ph.D.)

Mukesh brings with him the expertise of setting up and managing Family Office
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Akhil Bhardwaj

Akhil has years of experience in Private Wealth Management. Akhil has done his MBA in finance from ICFAI Business
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Pankaj Kumar

Pankaj did his MBA in Finance from ICFAI Business School, Ahmedabad after completing his Engineering in
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