Whatever you need your money to do
We assist in a comprehensive evaluation of your needs and then offering potential investment solutions for you to choose from.
While many of us save money and have some vague idea of what we're saving for, UFS helps you in crystallizing your thoughts into specific goals, assigning numbers to them so that you are no longer chasing a hazy dream but a specific goal. Once you have a specific goal, a number and a time frame in mind it becomes easier for you to chose the right investment product to meet that goal.
If you have multiple investment products through multiple intermediaries and that means that you don't have full control on your finances and many a times have incomplete information leading to incorrect and costly decisions. We help you consolidate so that you have a clear picture of where you stand and are able to make better decisions.
Which product is better versus another. Sometimes the answer to these questions are not clear, but many a times it is. We help you compare various investment options basis specific and relevant parameters.
Whether you're a retired investor who needs regular cash flows or a businessman who needs ad-hoc cash flows to meet potential business and personal requirements. We help you to chose the right instruments.
