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About Us

But I must explain to you how all this mistaken idea of denouncing pleasure and praising pain was born and will give you a complete account of the system and expound the actual teachings of the great explore

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Mutual Funds

Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management.

Life Insurance

Life insurance is a vital financial tool that provides peace of mind and financial security for your family in your absence. It's more than just a policy; it's a promise of protection and care.

Model Portfolio

A model portfolio is a pre-constructed investment portfolio designed to achieve specific financial goals, risk tolerance, and time horizons.

Fixed Deposit

Fixed Deposits (FDs) are a reliable and straightforward investment option. They provide a safe harbour for your hard-earned money, offering guaranteed returns with minimal risk.

Capital Gain Bonds

Capital gains bonds are investment instruments designed to help investors defer or avoid paying taxes on capital gains from the sale of other investments.

About Company

Who We Are

Welcome to Urmi Financial Services Pvt Ltd, your trusted financial companion in India. We understand that your financial journey is more than just numbers; it's a story of dreams, aspirations, and the legacy you want to leave behind. At Urmi Financial Services Pvt Ltd, we are driven by the belief that everyone deserves a secure and prosperous future

  • Our Mission

    Our mission is to be the bridge to financial success for every Indian. We aim to provide guidance, support, and reliable financial services, ensuring individuals across the nation can achieve their financial goals.

  • Our Vission

    Our vision is to witness a financially literate and secure India where every individual's financial dreams are realized. We strive to empower our clients through personalized services, fostering financial well-being.

Our Services

Our Best Services

Tailored financial solutions, expert guidance, seamless transactions, and dedicated support, ensuring your financial endeavors are empowered with precision, reliability, and unwavering commitment to your success.

Why Us

Why Choose Urmi Financial Services

  • 01
    One Stop Financial Solution

    We offer financial Product to meet your short and long-term financial goals. We also offer product which takes care of your liquidity and tax requirement.

  • 02
    Professional & Unbiased Advice

    Professional advice can make a significant difference at every stage of your life. Our advisers are highly qualified with loads of experience in personal finance & wealth management.

  • 03
    End To End Support

    We provide end to end support; from on boarding client till Investment execution. Investment is a dynamic process and we provide the required support.

Testimonials

Our Client Says

Impressed with their financial expertise. They've made a significant difference in my investments, and their strategies have maximized my returns.

 

Arun Alichen

Incredible support and guidance – they've helped me achieve financial stability and growth quickly. I'm a highly satisfied client.

 

Mr Raghuvarma

Blog Posts

Our Recent Blogs

4

2024

5 TIPS FOR FINANCIAL PLANNING FOR WOMEN sda

Women are known to be multi-taskers. Women are better at switching between ta...

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7

2024

Top 3 Benefits Of Sip In Mutual Funds

Using a structured investment plan like SIP to invest in mutual funds has bec...

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7

2024

Growth V/s Value Investing: Which One To Choose?

Investors have a wide range of options to choose from when it comes to making...

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