Easy & Affordable Investing SIP & LUMPSUM
Diversification of Portfolio
Professionally Managed Portfolio
Higher Return on Investments
Liquidity & Tax Benefit
UBI Services Ltd has a dedicated Mutual Funds Desk to offer clients opportunities to create wealth from their investments.
We have a Tie up with Finwizard Technology Pvt Ltd (FISDOM) to offer & facilitate Mutual Fund investments which has a Disciplined Customer centricn approach to wealth management. Now our customers can access the Mutual Funds on Fisdom app and Invest in a completely digital way.
Fisdom provides User-friendly app with one view of all your investments, Easy Redemptions, allows you to invest monthly (SIP) or One Time (LUMPSUM) and mgives Unbiased advice and recommendations to their investors.
We at UBI Services Ltd aims at delivering hassle free and safe Investing platform to our clients which satisfy their investing needs and helps in maximise the wealth.
Paperless Investing
Real time Performance
Periodic Portfolio Rebalancing
Research Recommendations
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