UcanTrust is a wealth management organization which has been providing similar services for over 7 years, to the satisfaction of its clients. We offer a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. We serve over 400 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Promise Low Deliver High” is the first and foremost motive of us.
Read MoreWe in the first meeting sit to assess your current Income, Expenses, Investments , Savings , existing cover and Other Asset & Liabilities to fully Understand your Current Financial standing.
We would assess your risk appetite, your short & long term financial goals , objectives you have for protection, Investments , life milestone and challenges in Life , Retirement and Estate Planning.
Following our analysis , assessment and evaluation we deliver a unique and personal financial plan that bridges the gap between what you have and where do you want to be in terms of your financial goals.
Once our proposed financial plan is agreed upon , we execute, constantly review and make adjustments as and when required.
To have a better and more sustainable tomorrow having insurance is a must that saves from the uncertainty of the future.
Know MoreThe last decade has been favorable for the medical industry. A stupendous rise in the gamut of medical services.
Know MoreInvesting in Mutual Funds is the best form of accumulating long-term wealth bearing calculated risk.
Know MoreAn initial public offering (IPO) refers to the process of offering shares of a private corporation.
Know MoreA debenture is a type of bond or other debt instrument that is unsecured by collateral.
Know MoreSovereign Gold Bonds (SGBs) are the perfect alternative to investment in physical gold.
Know MoreFixed Deposit aka term deposit is an instrument by which one can deposit his/her savings.
Know MorePortfolio management services are meant for high net worth individuals or institutions who want a personalized management of their finances.
Know MoreAlternative Investment Funds AIF differ from regular conventional investments (asset classes) like
Know MoreWe know how to save tax on your investments and income that’s why clients keep trust in us with closed eyes...
Know MoreBIKASH CHANDRA DAS, MA (ENG), C.F.G.P