The financial world is today complicated with the availability of a plethora of financial products, solutions and platforms. Having the right partner in your investment journey can make the difference between success and failure.
We at UNIVERSE FINANCIAL SERVICES aim to make this positive difference in your life. Working together, we can help you simplify the complexities by focusing on your financial well-being with a holistic, long-term approach.
Incorporated in the 2020, with 1500+ satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.
We are certified mutual fund distributors recognized by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, including mutual funds, equities, ETFs, government bonds, FDs, PMS, NPS, loans against mutual funds and insurance, adequate to help meet your diverse financial objectives.
Mr.Saurabh Arvind Rupade is the Founder, Chairman and Managing Director of Universe Financial Services since its inception for the overall leadership, strategy and management of the company.
We at UNIVERSE FINANCIAL SERVICES aim to make this positive difference in your life. Working together, we can help you simplify the complexities by focusing on your financial well-being with a holistic, long-term approach.
Incorporated in the 2020, with 1500+ satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.
We are certified mutual fund distributors recognized by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, including mutual funds, equities, ETFs, government bonds, FDs, PMS, NPS, loans against mutual funds and insurance, adequate to help meet your diverse financial objectives.
Mr.Saurabh Arvind Rupade is the Founder, Chairman and Managing Director of Universe Financial Services since its inception for the overall leadership, strategy and management of the company.
Why UNIVERSE FINANCIAL SERVICES ?
This is why you should choose UNIVERSE FINANCIAL SERVICES to be your guide in your financial journey:
Client-Oriented:
From recommendation to implementation, we keep your needs as our primary focal point.
Entrepreneurship:
We use creativity to discover opportunities overlooked by others.
Excellence:
Because anything less is never acceptable.
Integrity:
We believe that without being honest to ourselves, following regulator's requirements and upholding our principles, one cannot achieve long-term success.
Accountability:
We know that our with our every move, our capital and reputation are always on the line.
Driven by Passion:
Because nothing makes us happier than helping our clients achieve their financial goals.
Client-Oriented:
From recommendation to implementation, we keep your needs as our primary focal point.
Entrepreneurship:
We use creativity to discover opportunities overlooked by others.
Excellence:
Because anything less is never acceptable.
Integrity:
We believe that without being honest to ourselves, following regulator's requirements and upholding our principles, one cannot achieve long-term success.
Accountability:
We know that our with our every move, our capital and reputation are always on the line.
Driven by Passion:
Because nothing makes us happier than helping our clients achieve their financial goals.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%
Client Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
E Wealth Account
NJ Recommended MF Portfolio