We feel it is important to make the investment process simple and to avoid areas that we do not fully understand. This also means that
We help our clients in the following ways:
Mostly (though not always) the instrument we suggest is a mutual fund scheme. We thus help our clients in
We thus set forth on a journey which is long, usually going over multiple decades in which there will be questions, doubts, market fluctuations, changes in personal needs, preferences, aspirations, ability, unexpected events etc etc. We walk together with our clients to guide them through this journey.
We provide the following services:
Managing properties and associated affairs
DISCLOSURE OF COMMISSION
UFAS derives its income in the form of commission/brokerage payment from product manufacturers (read Mutual Funds/Fund Houses) for the investments its clients make in their schemes. Irrespective of where the payment comes from, while presenting choices we are guided by our client's needs and not by what we earn. We understand that irrespective of the route the money takes, we are being paid by our clients. We believe that if we have taken care of the client then our interest will get taken care of.
However for the sake of disclosure appended is the brokerage/commission payment we receive from various fund houses on various category of schemes.
Few points to note
Rates applicable are as follows:
Category of Scheme
If past history was all there was to the game, the richest people would be librarians
In the short run, the market is a voting machine but in the long run, it is a weighing machine
Wealth consists not in having great possessions, but in having few wants.
Investment success requires sticking with position made uncomfortable by their variance with popular opinion
A-904 Mandakini Apartments
Plot - 3C, Sec - 2, Dwarka
New Delhi - 110 075
Phone: +91-11-4553 4325
9:30AM - 5:30 PM
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