A Simple thought to give back & contribute to the society by way of what was learnt over 20 Years of work experience from Institutionâs & Individuals lead to Incubation of UTKARSH WEALTH ADVISORS on 2nd October 2011.
UTKARSH (à¤à¤¤à¥à¤à¤°à¥à¤·) means âThe Right Action & the Gesture to Rise Upwardsâ it also means Excellence. Wealth Creation is a Process and its Continuous at every stage âRight actionâ is very critical in fulfilling the set goals and âExcellenceâ has been achieved over three decades of Industry experience of the Team.
The Logo of UTKARSH Which is a Symbol , can be understood as âMoneyâ is in the centre of action and wave form express that Market is Volatile and the Upward arrow signifies growth. We at UTKARSH have been with clients through Volatile Markets & have helped grow Wealth & achieve the set goals.
âThe most basic of all human needs is the need to understand and be understood. The best way to understand people is to listen to themâ- Ralph Nichols
We help our clients in achieving long-term, consistent & sustainable investment performance, on the Mutual Fund Platform which has comprehensive investment management solutions. Our Team works towards developing personalized wealth management strategies for our Institutional & Individual Clients by listening to them and understanding their financial needs and goals which are always unique.
Our Asset under Management is aroundÂ 350 Crs & Assets under Supervision is to the tune of 1500 Crs with a healthy Combination of Institutional & Individual Clients.
A Simple thought to give back &contribute to the society by way of what was learnt over 20 Years of work experience from Institutionâs & Individuals.
At Team UTKARSH we have a rare but successful Combination of Team who have expertise in advising Institutional and Individual Clients. We cater to Banks, Trust & SME Client groups at Institutional level & at Individual level we classified...