He is a certified Mutual funds Distributor recognized by AMFI and a certified Insurance Consultant by IRDA. UTFINSERVE suggests various investments avenues as clients needs, wants, requirements, risk appetite and investments to accomplish their future goals. UTKARSH PANDYA runs UTFINSERVE independently. He has an experience for over 11 years in the financial services industry. He believes everyone
's economic and life situation is unique and he keeps that in mind when providing financial security advice. He also believes that PERSONALISED SERVICE is essential when matching clients with the right financial products and services. He understands his clients in all different stages be in investing in mutual funds for the first time, planning for children's education, mediclaim or planning for one's retirement. Once the customized financial plan is in place, UT FINSERVE will continue working together to review achievements on TIMELY BASIS and ensure that the client is comfortable with the on-going plan. UTFINSERVE along with the team is currently managing over 200 satisfied clients with an AUM OF 200 CRORES approximately across the state, country and globe.
