UdtaPaisa
1-613-555-0179 1-855-940-9991 +91- 9971-009292
Already have the app?
Tap here to go to app
Udta Paisa logo

Why UdtaPaisa

 

We at udtapaisa will help you see the bigger picture

 

Why UdtaPaisa

Good advice from an experienced professional helps you to create a realistic financial plan. One may assume that the Internet and financial planning software can cater to all these needs, but although they are convenient tools but they cannot equal the personal attention and experience of a professional. We at udtapaisa will help you see the bigger picture, set long and short-term life goals for wealth creation with the help of our experienced financial advisers. With us will be able to create a portfolio with a blend of best mutual funds, stocks and insurance to bring one goals to reality.


Why our advice?

At udta paisa we treat every question of customer with outmost importance. There is no question as dumb question, no matter what is the level of knowledge of our customer we ensure that we provide transparent and complete advice regarding the customer portfolio.


What our financial advisers do?

Major difference between us and the competition existing in the market is we always try to convert our customer dreams of wealth creation to measurable short and long-term targets. We at udta paisa will always help to set your monthly half yearly and yearly investment as well as return targets. Also, some of the major points which we ensure is the short-term requirements of funds which can come up. We will help you to decide should we go for loans or redemption of our investments keeping in mind that our future goals are not affected.


Where we fit in?

We at udta paisa will ensure to bridge knowledge gap which helps us in taking the right decisions regarding our investments. At udta paisa we will not take decisions on your behalf but rather we will be providing information and knowledge so that one can take our investment decisions wisely.


Is it cheaper to buy without advice?

Do it yourself approach require time, discipline and check on emotions for which most of the investors admit they don’t have control. On the contrary advisers charge you for the advice but they are full time resource and have daily basis update on the market outlook. Finding good financial adviser is hard but right financial adviser can make your wealth increase up to the tune of 10% from the normal returns.

Our Partners

get advice
relax
get advice
get advice
invest
relax
relax
invest
invest