Urmi Investment

Welcome to Urmi Investment

At Urmi Investment,We understand our clients' financial needs and provide them with customized solutions, aimed at maximizing their returns and minimizing their risks. At Urmi Investment, we always follow the 'Client First' approach.Whether you are a customer with a small or large wallet size, you can expect us to bring value to you, in every form…

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OUR SERVICES

FINANCIAL PLANNING

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.

WEALTH MANAGEMENT

Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life.

MUTUAL FUNDS

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.

NRI SERVICES

There are certainly attractive avenues in India, where NRIs obtain the freedom of investing into diversified asset allocation and significantly build up their investment portfolio. India is emerging as being fastest growing investment destinations for NRIs.

MARKET

TOP NEWS

1. Gain a holistic view of your financial life by linking all of your investment accounts

Ready to go? Our reminders come to you. We will let you know what is to be paid and when so that you never miss any payment.

2. Get advice that considers your family, goals, and all of your accounts – together

Our recommendations consider your entire financial life, so you get a comprehensive, detailed plan to stay on track for all of your goals.

3. We manage your SIPs/Renewals/Portfolios etc.

Our recommendations consider your entire financial life, so you get a comprehensive, detailed plan to stay on track for all of your goals.

Are you ready for intelligent investing?

HNIs have been relying on this type of wealth management for decades. Isn’t it time you did too?

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Financial Planning for Life Stages

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