Why Us
Why UcanTrust
UcanTrust is a wealth management organization which has been providing similar services for over 10 years experience, 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, Nps, Pms/Aif, Loan against mutual fund & Mutual Fund. We serve over 900 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.
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How We Work With You
What Do You Have
We 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.
What Do You Want
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.
What Do We Offer
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.
What Do We Do
Once our proposed financial plan is agreed upon , we execute, constantly review and make adjustments as and when required.
Service
What We Offer
Life Insurance
To have a better and more sustainable tomorrow having insurance is a must that saves from the uncertainty of the future.
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Health Insurance
The last decade has been favorable for the medical industry. A stupendous rise in the gamut of medical services.
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Mutual Funds
Investing in Mutual Funds is the best form of accumulating long-term wealth bearing calculated risk.
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Retirement Planning
A retirement plan is an assurance that you will continue to earn a satisfying income and enjoy a comfortable lifestyle, even when you are no longer working.
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Child Education
Kids grow up quickly & so do their needs. Education is always a priority when it comes to our children.
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Wealth Management
The purpose of Wealth Creation is to make sure that every person has enough capital, the insufficiency of which may turn into the top-most limiting factor.
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NPS(National Pension Scheme)
The National Pension Scheme (NPS) stands as a cornerstone for a stable retirement, offering a structured approach to safeguard your financial future.
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PMS
Portfolio management services are meant for high net worth individuals or institutions who want a personalized management of their finances.
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AIF
Alternative Investment Funds AIF differ from regular conventional investments (asset classes) like
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Loan Against Mutual Fund
Taking a loan against mutual funds provides a quick way to meet your financial requirements while retaining your investment.
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Utility Section
Our goal is to become a leader in the financial services industry; a leader in each of the financial advice that we offering in.
BIKASH CHANDRA DAS, MA (ENG), MFD, PMSD,AIWM, RA, Certified Financial Goal Planner
Testimonials
Our Happy Clients
Prof. Kalyan Mazumder.
Professor
In the world of investments Mr. Bikash has been my advisor, friend, philosopher and guide. He has played a big role in steering my portfolio towards long term wealth creation. Apart from investments he has also helped me organizing other financial aspects of my life. I would like to wish his UcanTrust all the best. Best way I can reciprocate is to recommend him highly to friends and colleagues.
Amit Mallik
Doctor
"I have invested my entire retirement fund through Bikash about three years back. I am quite happy with the way he has handled my fund. He is sincere, provides various options to investors and also provides expert opinion for the investor to decide. He also provides good post-Investment services. I wish him [UcanTrust] more success in future".
Apurba Dey
The website and the mobile application is very user friendly. Every minute detail is very well demonstrated in graphical format which makes user to understand very quickly. Very proud and happy to be part of UcanTrust who are always ready to help and guide.
Biswajit Podder
Businessman
I would like to thank Mr. Bikash, Director of UcanTrust for his wonderful efforts in doing wealth management for me. I happened to know him since the year 2018, when he used to guide people on their investments and insurance plans. In all these 5 years he advised me in a quite a numbers of occasions. He had always been such a helping hand for getting my finances.
Pradip Kumar Barai
Deputy Magistrate
I am satisfied with the guideline prepared by Mr. Bikash, Director of UcanTrust for my financial planning. His recommendation for investment to selected fund is the best. In my opinion this type of financial planning is essential and helpful.
Sudip Mitra
Businessman
“I know Mr. Bikash since 2018 and he has been taking care of my financial portfolio. I trust his suggestions and have immense faith in his vision. The mobile app is a wonderful dashboard for customers like us. Special thanks to Mr. Bikash who is extremely polite and well behaved and is never tired of providing solutions even if it is beyond his working hours.”
