UTFINSERVE is managed and operated by UTKARSH PANDYA and his Team. He is a Certified Mutual funds Distributor recognized by AMFI and a certified Insurance Consultant by IRDA.

UTFINSERVE Curates a portfolio after carefully analysing and understanding his client’s needs, wants, requirements, risk appetite, future planning, Etc. 

 

UTKARSH PANDYA runs UTFINSERVE independently/ with his team for the past 4 years. He has an experience of over 13 years in the financial services industry.

He believes everyone's expectation from their investments is unique depending on their past experiences, economic and life situations, keeping that in mind when providing financial security advice. He also believes that PERSONALISED SERVICE is essential when matching clients with the right financial products and services. He understands his clients in all different stages be it investing in mutual funds for the first time, planning for children's education, Insurance Covers or planning for one's retirement, reorganizing old investments.

 

Once the customized financial plan is in place, UTFINSERVE will continue working together to review achievements on TIMELY BASIS and ensure that the client is comfortable with the on-going plan because it’s the personal touch and handholding that creates Wealth for the Investors in the Long Run.

 

UTFINSERVE along with the team is currently managing over 280 satisfied clients with an AUM OF OVER 300 CRORES approximately across the state, country & globe.