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Yug consultancy services CWM
आर्थिक जागरूकता आणि गुंतवणूक सल्ला केंद्र
Est. 2007 Usually replies within 1 hour
Financial Services
4.8(6 reviews)
3 recommendsINTERNATIONAL BOARD OF STANDARTrust For Your Growth
About
YUG CONSULTANCY SERVICES is SEBI Registered SUB-BROKER,AMFI Registered MUTUAL FUNDS DISTRIBUTOR,IRDA Registered INSURANCE ADVISORY, INTERNATIONAL BOARD OF STANDARDS Registered CHARTERED WEALTH MANAGER -USA. Creating Fortune by educating investors. Having Tie up with 1.TATA AIA:LIC:etc For INSURANCE 2.STAR:HDFC ERGO:etc For MEDICLAIM 3:PRUDENT CORPORATE For MUTUAL FUNDS 4:ANANDRATHI LTD For TRADING And DEMATE ACCOUNT 5:AMERICAN ACADEMY Of FINANCIAL MANAGEMENT 🇺🇸For WEALTH MANAGEMENT,ESATE PLANNING,WILL WRITING ✍️ ,PMS And FINANCIAL PLANNING. 6:TAX PLANNING The Mentor Mr Gopal Bose(Chartered wealth manager-USA)has experience of more than 18 years in the field of stock market 📈,Mutual Fund investment,Wealth management,Tax planning,Estate Planning and financial planning. Are you interested in making your future secure and achieve your goal.We are here to help you with our experts. Many people fall prey to social media and fake calls giving guaranteed returns and losing their hard earned money 💵. We are here to help you. Are interested in creating wealth and securing your future,but having lack of basic knowledge and awareness. We are dedicated to empowering individuals like you to make informed investments decisions to create fortunes in long term. Is your investment and planning not performing well? Get help of professionals! For making new or rebalancing your existing portfolio and to get your financial planning done contact now : 7718888039/8830329308. We are here to help
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Services & Products
Wealth Management services
🛠 ServiceYUG CONSULTANCY SERVICES is SEBI Registered SUB-BROKER,AMFI Registered MUTUAL FUNDS DISTRIBUTOR,IRDA Registered INSURANCE ADVISORY, Wealth management services are comprehensive financial advisory services for high-net-worth individuals, combining investment management, tax planni
Mutual Fund Services
🛠 ServiceKey Mutual Fund Services Offered: Goal-Based Investment Planning: Tailored strategies for retirement planning, child’s education, or purchasing a home. Systematic Investment Plans (SIP): Disciplined investing starting with options as low as ₹100/day. Portfolio Management Services
Life Insurance
🛠 ServiceRecruitment & Development: Recruit, onboard, and train financial advisors to build a productive team. Sales & Business Growth: Drive New Business Premium (NBP) and meet monthly/quarterly targets for the agency channel. Performance Management: Coach and mentor advisors to meet the
Health Insurances
🛠 ServiceIndividual Health Insurance: Covers specific medical expenses for a single person. Family Floater Plans: One policy covers the entire family (spouse, children, parents) with a shared sum insured. Senior Citizen Health Insurance: Specialized plans for individuals above 60–65 years
Share Market Education And Services
🛠 ServiceYUG CONSULTANCY SERVICES is SEBI Registered SUB-BROKER,AMFI Registered MUTUAL FUNDS DISTRIBUTOR,IRDA Registered INSURANCE ADVISORY,
Stock Market Education
🛠 ServiceBasics: Understanding IPOs, stock exchanges (NSE/BSE), and trading mechanisms. Fundamental Analysis: Evaluating company financial health, earnings, and valuation. Technical Analysis: Analyzing price movements and charts for trading opportunities. Risk Management: Learning to use
Customer Reviews(6)
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Sandeep Pandey
Best Guidance And Right place to Invest.
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Sumangal Embroidery
Excellent service, Best Guidance and trustworthy franchise.
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Mayuresh Tendolkar
Excellent service and trustworthy franchise
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Ram Harijan
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Tejas Ravte
“Excellent service and proper guidance! *YUG CONSULTANCY SERVICES - DAHANU* ने माझ्या सर्व शंका दूर केल्या आणि योग्य planning करण्यास मदत केली. Trustworthy आणि professional team आहे.”
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sejal nayak
Finding a trustworthy financial consultant is hard, but Yug Consultancy Services CWM stands out for their integrity and dedication. They don't just offer services,they provide genuine guidance for your financial growth. Truly the best in the business.
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