We are really glad to have Uma handling our investments. We have been associated professionally for over 3 years now and she certainly is doing a wonderful job.
Her goal oriented, efficiently designed financial solutions are highly effective for us to keep a track on how is our portfolio performing and how are we progressing towards achieving our set goals. She has great market intelligence and is very professional in her approach in designing effective solutions to match her customer’s needs.
We surely recommend her services to anyone interested in investing.
Ruchita & Krunal Ahya, NRIs based in Oman.
Ever since I started investing, Uma has been there to guide me through every aspect.
She has handled my portfolio for 5 years now and I am very happy with her services.
She keeps suggesting where you need to invest as per the market trends and directly approaches you! That shows her passion for serving her clients. Without any doubt she is best at her work and understands the market very well. Always open to give & receive suggestions and designs your portfolio around it. Thank you for your great service. I am grateful for it.
Uma has helped me organise my finances really well since the day I sought her help. She helped me understand what goal based planning is. We listed my short term goals and long term goals and targeted meeting them one by one based on priority. Relying on her wealth of knowledge I could invest in the right mutual funds from tax saving perspective as well as from a returns perspective. Also she is flexible and took personal interest in hand holding me as my life priorities shifted due to which I had to readjust my goals. I and my husband really want to thank her. I want to especially highlight that she has infinite patience and took pains to help me understand various calculations and other details which I sometimes failed to grasp initially.
Yogita and Vishal Kasivishwanath
I have been dealing with Uma Chander for more than 4 years and would like to record my appreciation for her involvement in my Personal Financial affairs, akin to a family member. She is an adviser of repute and handles matters scrupulously and transparently
She is very through in understanding client motives and suggests an appropriate mix of mutual fund schemes, considering Cash Inflows, Current requirements and Long Term goals – ensuring adequate returns. It would not be incorrect to state that my understanding of Stock Market forces and beneficial times to invest have seen an upswing because of the association.
I wish Uma all the very best with her forays and endeavours into this relatively new field.