UM Financial Services

UM Financial Services is located in Haldwani, India on 5/11 Johar Nagar, Do-Nahariya, Bhotia Parao, opp. Pandey Medical Store. UM Financial Services is rated 5 out of 5 in the category financial consultant in India. On 1st November 2017, the foundation of UM Financial Services was laid with the aim of serving the society with the highest level of integrity and complete transparency in personal financial service space. Our Pledge- ग्राहक हमेशा सर्वप्रथम Put YOUR interest before ours. किसी भी व्यवहार का सर्वोच्च नैतिकता एवें ईमानदारी के साथ निर्वहन To adhere to the highest levels of ETHICS and HONESTY in our Services. गोपनीयता – किसी भी प्रकार के वित्तीय व्यवहार में १०० प्रतिशत गोपनीयता बनाये रखना Committed to maintain 100% confidentiality in any kind of Financial transaction made by YOU. The Edge of Expertise- Mr. Ravi Shanker Barthwal, is a key Financial Expert & Trainer. He did his M.B.A. (Finance & Marketing) in 2003 and has been working for more than 17 Years in the financial Industry. He was associated with leading financial organizations like KARVY, IndiaBulls, Kotak Mahindra, DHFL Pramerica and Bajaj Allianz in Training, Sales & Administration. He has been awarded various financial certifications/processes as mentioned below – Certified “Cue Card” Trainer from Kotak Life Insurance (2010) Licentiate From Insurance Institute of India - Life (2010) Certified “SPRIT” Trainer from Kotak Mahindra Bank (2011) Certified Personal Financial Advisor (CPFA) from NISM (2011) Certified Independent Financial Advisor from NISM {Mutual Fund Advisor} (2018) Certified Retirement Advisor under the PFRDA (Retirement Advisor) Regulation 2016 (2018) ...and many more...This has given him an edge and expertise in Advisory, Training and service delivery. Today we are providing services to more than five hundreds clients and assisting them in their regular personal financial needs. At UM Financial Services , we are committed to assist clients on their personal financial planning and make them achieve their all financial goals. - Our products range- #Mutual_Funds | #NPS | #Equity_Broking_&_Demat_Services | Insurance