Utpal KC Wealth: Empowering Financial Freedom with AI and Personal Care
At Utpal KC Wealth, our mission is clear: to empower salaried, self-employed, and retired individuals to achieve their financial goals through the perfect blend of AI precision and personalized care.
Founded in September 2024 by Utpal KC as a fintech startup, we are an AMFI-registered Mutual Fund Distributor (MFD) providing scientific, goal-based investment advice and retirement planning solutions.
Our commitment to financial education drives us to conduct regular live webinars for clients, offering valuable knowledge transfer and market updates. As we grow, we are set to launch an AI-powered app that will revolutionize financial planning, providing instant, reliable answers to all your financial queries.
Our Vision: To become one of the top 10 non-banking financial product distributors in India within 5 years.
Contact:
CA Mohini Suvarna
đź“ž +91 99673 53014
Company Details
- Founded
- -
- Address
- Plot No. 17 & 18, Sector 30a, Vashi, Regus Platinum Business Centre Private. Ltd.,level 13,platinum Techno Park,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Navi Mumbai, Maharashtra
Utpal Kc Wealth Questions
Utpal Kc Wealth's LinkedIn profile is https://in.linkedin.com/company/utpal-kc-wealth
Utpal Kc Wealth's industry is
Financial Services
Utpal Kc Wealth's top competitors are
Return Zero,
Relola,
Abhimanyu Jha,
Uxforkids & Teens,
Firmboost,
Life Insurance Advisor West Bengal,
Raise Financial,
No Sweat Techs Llc,
Hyetech Minds,
A Plus Systems.
Utpal Kc Wealth's categories are Financial Services
Utpal Kc Wealth's founding year is 2024
