0751-4087065
info@ufiwealthmanagement.com

About us

UFI Wealth Management is one of the emerging players in Wealth Management and Professional Education Facilitation providing a wide spectrum of Management Courses ,we have swiftly become highly sought after around the Industry.

Driven by passion to solve the problems ,and support for the objectives of our clients, We are committed to deliver quality in every element in our services, In the process of helping people and organisations in achieving their Financial goals in most innovative and cost efficient manner.

Our Products

FAQ & Workflow

Driven by passion to solve the problems ,and support for the objectives of our clients ,we are committed to deliver quality in every element in our services, In the process of helping people and organisations in achieving their Financial goals in most innovative and cost efficient manner.
Wealth management is the consultative process of meeting the needs and wants of clients by providing the appropriate financial products and services.
wealth management is simply the science of solving/enhancing his or her financial situation. From the financial advisor’s perspective, wealth management is the ability of an advisor or advisory team to deliver a full range of financial services and products to a client in a consultative way.
We at UFI Wealth Management work with Educational Institutes in helping them making their students more employable and updated as per the requirements of Industries ,UFI Wealth Management also partners organizations in achieving their mission critical goals, through enhanced effectiveness of their people and processes, using proven methodologies.

analyzing

Planning

structuring

Professional EducationWealth Management

We are the leading NCFM Training providers in central India ,along with we provide training for NISM and III Modules , We also help our students for securing best jobs in the industry through our Placement Consultancy Vertical ,we strongly believe in the strength of the new generation so by giving them adequate training and placement support ,we are aiming to became No -1 in Freshers Job placement domain.

With our experience and expertise in Wealth Management and Financial Products we help our customers to achieve their financial goals by recommending Mutual funds ,General Insurance, Health Insurance and Life Insurance products.