What we are

UcanTrust,is an independent, professional financial planning organization providing financial planning services to individuals, small business as well as non-profit organizations for last 10 years over 900 clients.

We are an organization of knowledgeable professionals whose first priority is getting to know our clients needs today and their goals for the future.

Our Mission

We strive to build long term financial planning partnerships with our clients by providing integrated financial planning solutions, proactive advice and quality service. We are dedicated to serving needs of individual, businesses and corporate establishments. For this purpose we have wide range of products that also be specifically tailored to meet our client’s needs and requirements

Our Services

We are complete financial and wealth management Services organization offering a wide range of services in Insurance (Life & General) , Mutual Funds , broking in equity & Commodities segments and Loans (Home Loans and Loan against Property). Over the past couple of years we have expanded our services as well as customer base. Based on our integrity and our ability to consistently offer the right advice we deliver the level of service our customers expect.

Our Customers

We are dedicated to cater to the needs and provide priority services to our high net-worth individuals, institutional investors, and NRI clients. Our customer can interact with the relationship managers through our website, via email or by visiting our office.