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. Our registration number is ARN-131903


Date of initial registration - November 2, 2017


Validity of current registration is upto November 1, 2026


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)

Suryadeo Singh



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



Both Rajiv & Surya have obtained their mutual fund distributor (NISM-VA) certification.

HOW CAN WE HELP YOU