On 1st November 2017, the foundation of UM Financial Services was laid with the aim of serving the society with the highest level of integrity and complete transparency in personal financial service space.
Our Pledge-
ग्राहक हमेशा सर्वप्रथम
Put YOUR interest before ours.
किसी भी व्यवहार का सर्वोच्च नैतिकता एवें ईमानदारी के साथ निर्वहन
To adhere to the highest levels of ETHICS and HONESTY in our Services.
गोपनीयता – किसी भी प्रकार के वित्तीय व्यवहार में १०० प्रतिशत गोपनीयता बनाये रखना
Committed to maintain 100% confidentiality in any kind of Financial transaction made by YOU.
The Edge of Expertise-
Mr. Ravi Shanker Barthwal, is a key Financial Expert & Trainer. He did his M.B.A. (Finance & Marketing) in 2003 and has been working for more than 17 Years in the financial Industry. He was associated with leading financial organizations like KARVY, IndiaBulls, Kotak Mahindra, DHFL Pramerica and Bajaj Allianz in Training, Sales & Administration.
He has been awarded various financial certifications/processes as mentioned below –
Certified “Cue Card” Trainer from Kotak Life Insurance (2010)
Licentiate From Insurance Institute of India - Life (2010)
Certified “SPRIT” Trainer from Kotak Mahindra Bank (2011)
Certified Personal Financial Advisor (CPFA) from NISM (2011)
Certified Independent Financial Advisor from NISM {Mutual Fund Advisor} (2018)
Certified Retirement Advisor under the PFRDA (Retirement Advisor) Regulation 2016 (2018) ...and many more...This has given him an edge and expertise in Advisory, Training and service delivery.
Today we are providing services to more than five hundreds clients and assisting them in their regular personal financial needs.
At UM Financial Services , we are committed to assist clients on their personal financial planning and make them achieve their all financial goals.
- Our products range-
#Mutual_Funds | #NPS | #Equity_Broking_&_Demat_Services | Insurance
Company Details
- Employees
- 1
- Founded
- -
- Address
- 5/11, Johar Nagar (Opp- Pandey Medical Store), Do-Nahariya,bhotia Parao,india
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://arthaadvisers.com
- Keywords
- | LinkedIn.
- HQ
- Haldwani, Uttrakhand
Um Financial Services Questions
Um Financial Services's website is https://arthaadvisers.com
Um Financial Services's LinkedIn profile is https://in.linkedin.com/company/umfinserv
Um Financial Services has
1 employees.
View email and phone details for 1
employees at Um Financial Services.
Um Financial Services's industry is
Investment Management
Um Financial Services's top competitors are
Clear Vantage Point Solutions (Cvps),
Finfinds,
Loan Bharat,
Creditintime,
Sachin Hyundai,
City Loan,
Loan4smile,
Techatom Pvt Ltd,
Ey,
Techatplus Web Technologies Pvt Ltd.
Um Financial Services's categories are Investment Management
Um Financial Services's founding year is 2017
