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Welcome to UTKARSH

A Simple thought to give back & contribute to the society by way of what was learnt over 20 Years of work experience from Institution’s & Individuals lead to Incubation of UTKARSH WEALTH ADVISORS on 2nd October 2011.

UTKARSH (उत्कर्ष) means “The Right Action & the Gesture to Rise Upwards” it also means Excellence. Wealth Creation is a Process and its Continuous at every stage “Right action” is very critical in fulfilling the set goals and “Excellence” has been achieved over three decades of Industry experience of the Team.

The Logo of UTKARSH Which is a Symbol , can be understood as “Money” 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.

“The most basic of all human needs is the need to understand and be understood. The best way to understand people is to listen to them”- 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 around 350 Crs & Assets under Supervision is to the tune of 1500 Crs with a healthy Combination of Institutional & Individual Clients.

Latest Updates

A Simple thought to give back &contribute to the society by way of what was learnt over 20 Years of work experience from Institution’s & Individuals.

Why Mutual Fund Investment is better than Direct Stocks?

Where to Invest Large Cap Funds, Mid Cap or Small Cap?

Whether to Invest Equity , Debt, Balanced Mutual Funds & the scheme ?

Solutions for Our Clients

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...

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