Universal Financial Consultants is a Mutual Fund & Insurance Broking firm with an extremely strong focus on Client satisfaction. Mr. Yogesh Vijayvargiya, promoter of Universal Financial Consultants has over 10 years of proven track record in Financial Services and Investment Advisory domain and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate.
Mr. Yogesh Vijayvargiya believes in conservative investing. His main purpose is to help people grow and preserve their wealth for a single reason: To secure their goals — Today and Tomorrow. To help financial advisors and clients succeed, he follow three guiding principles:
Our approach to investing begins with a perspective both broad and deep. We combine time-tested investment specialization, extensive industry knowledge and active risk management to seek investment opportunities that we believe will be promising over time. We strive to integrate the best thinking and resources as we pursue balanced diversification for individual and institutional investors.
We add value to the investing process through expert research, personalized service and comprehensive wealth management solutions. Our organization excels through our one-to-one relationships with our clients and our client-centered service approach.
Our products are developed purposefully to give advisors and investors choice and flexibility in creating quality investment portfolios that match each client’s financial goals and risk tolerance. Through product innovation, we strive to offer advisors and their client’s investment solutions that help provide an optimal return on their investments over time.
Our Services Includes
- Tax Planning
- Mutual Funds
- Fixed Deposit
- Real Estate