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Plan For Wealth

At Plan For Wealth we can assist you to put in place the necessary strategies that will enable you to be prepared, and to sleep better at night.

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We are your financial solution

We provide solutions for all your financial need

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Easy Way To Invest

UDTA Paisa provide a very smooth plat form to invest in mutual funds

Our Partners

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How To Invest

UdtaPaisa helps you to invest in the best mutual funds

Find Your Funds

On the basis of your risk adaptbility our robo advisor recommends funds for you

Create Your Profile

Login into UDTA Paisa and complete your profile in very easy manner

Start Investment

Select Schemes and start investing

Why? Invest Using Udta Paisa


Don't you feel like being a king of the stock market

Just like the protagonist in the film "The Wolf Of Wall-Street"? Yes, we mean because everybody has got one life so why not to live it to the fullest. We dream of a lot more things but we need to make sacrifices on a few of our own dreams because financial constraints put a limit on them. Ever thought what could be the best way of saving your money and that too without any fear of losing anything? If we talk about mutual funds, then don't step back because these funds are no longer subject to heavy market risks and have benefitted many people like you. Every month, you plan to save a few proportions of your money in a savings account but why not to invest them in mutual funds. The investors who reap major benefits on selling of certain shares do believe in investing in mutual funds online. What if, we tell you about tax-saving mutual funds? Will it not likely to change your decision of investing in few stocks instead of saving some money? We are sure you will be stunned to know that tax-saving mutual funds offer numerous advantages and these set of advantages are enough in allowing you to complete small targets in life. In case, if your head is equipped with multiple queries then do not hesitate in taking the advice from financial experts and we do also have the provision of offering mutual funds financial advisory services to clients like you. Is it not better to invest a few proportions of money systematically instead of taking some hassle decisions? If this opinion matches your mindset then think of investing in a systematic investment plan.

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Still have confusion?

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AMC Empanelment

We are Empaneled with all top AMC

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NSE Partner

We are partnered with NSE India

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Risk Optimization

We recommends funds to optimize risks and helps in achieving goals

Transparency

All your information directly rooted to NSE.

Growing AMCs

We do deep research for always growing returns

Happy Investment

UDTA Paisa belives in client satisfaction

Mutual Funds

How to Choose a Mutual Fund Advisor? Advantages and Disadvantages?

While investing might sound a tedious work alone and when engaged in Mutual Funds investment can be even more tiring work.

How to Invest in Mutual Funds online. & What are the Advantages? Explanation

Mutual funds are often a term many people misunderstand and thus fear as most of newspaper headlines focus on the bad...


What is Sip? Sip Advantages? Ahy prefer to Sip?

Sip stands for Systematic Investment Plan. It is an investment vehicle which allows all the participating parties in Mutual Funds ..

What is Tax Saving Mutual Funds? How to Save Tax in Mutual funds? explanation?

Tax and mutual funds are very much related to each other than one can possibly think. One of the many methods to Tax .....







INTRODUCTION TO MUTUAL FUNDS FINANCIAL ADVISOR

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Investment in Mutual funds can be done in Lumpsum or via SIP (Systematic Investment Funds). Mutual Funds have advantages and disadvantages compared to direct investing in individual securities. But this can be eliminated with the help of Financial Advisor. We help our clients in maximize their finances and investments through a unique combination of business planning, innovative solutions and quality services - All powered by the experienced UdtaPaisa’ s Financial experts with min 12-15 years of Core Banking Experience.

We provide many different services, such as Financial Adviser, Portfolio Management, Investment Management and Income Tax Planning.

What you wish for?

Enable your plan by realising

Testimonials

Raman Tripathi

Software Engineer

I have been really worried regarding my investments because of the least knowledge about various investment schemes.....

D K Mehta

UDTA Paisa’s Financial Advisor has directed me to some great schemes for investing my money in SIP plans.....

Prachi Singh

Director, PR Solutions

I have been thinking to invest my money in a secure and benefitting place but due to less understanding,....

Balindar Singh

The Systematic Investment Plans have made it convenient to invest and get a long-term advantage.....