At Udyam, we adopt a structured and disciplined approach and provide you secure and safe mutual fund investment platform.
At Udyam, we offer you multiple distribution services like Mutual funds, Insurance, Fixed Deposit etc. a complete range of services that complement our distribution services. The range includes a combination of best of breed proprietary and non-proprietary (third party) products. The approach is to provide you quick transaction services suitable to your profile and risk appetite .
Work with us to develop a savings cum investment habit and a protection plan that provides you with the best chance to reach your investment targets according to your specific needs and comfort levels. Our incidental advice helps you to choose the best and more suitable scheme for you under the SEBI defined riskometer.
Explore the comprehensive array of our investment services, programs, and products.
Our Mission - Help investor to find out his risk appetite & to choose proper scheme of Mutual Fund according to his financial need. Provide single statement for different Schemes of mutual Fund, along with access for his investments in Mutual Funds at any time through Portfolio tracker. Show overall returns in simple format. Give details of information for taxation such as dividends, Capital Gains in single statement.
Our Vision - Every investor should get benefited from equity investments with reduced risk & proper guidance through Mutual Funds.