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 More
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.
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.
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BIKASH CHANDRA DAS, MA (ENG), C.F.G.P