It's not fancy products

but discipline that builds wealth

ABOUT US


UPMARKET FINANCIAL SERVICES LLP is a distributor of Mutual Fund products registered with Association of Mutual Funds in India (AMFI) and empanelled with various Mutual Funds.

To provide a complete service to our clients and to complement mutual funds we also intermediate other products as may be required by our clients. These include:

  1. Life Insurance
  2. General Insurance
  3. PMS
  4. AIFs
  5. Company Deposits
  6. Real Estate
  7. Bonds
  8. ..and more


Needless to add that any product is offered after assessing it's suitability to an investor's risk profile and portfolio.

OUR TEAM

Rajiv Satija

Founder


Rajiv is a former banker, having worked with HSBC for 8 years. He started UFS in February 2006 with the objective of providing all non-banking products and services to clients under a single umbrella in a comprehensive, honest and transparent manner.


Rajiv is a post-graduate in finance by education and also holds various professional certifications in the field of banking (CAIIB), Insurance (AIII) and Investments (CFP and more)

Gunjot Kaur



Gunjot is a post-graduate in political science however has spent all her professional working career in the financial services industry. She has  worked for Franklin Templeton for more than 10 years in sales support prior to joining UFS.


Suryadeo Singh



Surya is a post-graduate in english language by education but his interest is in numbers and data. He also provides the technology support to the firm.


HOW CAN WE HELP YOU