Why Mutual Funds?

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Easy & Affordable Investing SIP & LUMPSUM

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Diversification of Portfolio

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Professionally Managed Portfolio

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Higher Return on Investments

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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.

Benefits of Investing in Mutual Funds with UBISL throgh FISDOM Platform

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Paperless Investing

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Real time Performance

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Periodic Portfolio Rebalancing

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Research Recommendations

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