AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor
Announcement
We start by documenting your goals and then compare them to your current portfolio. We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
We are passionate about helping both companies & individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. Our goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. We recommend what we do ourselves.
Since 2008, I started investing myself & learning too. I took an early retirement in Feb 2017 & started my financial services business. I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy mentoring, singing and spending time with family & friends.
Goal based investment in Mutual Funds
Term Insurance Plan for Family Protection
ULIP & Saving Plans for Self & Family
Medical Insurance for Self & Family
Group Mediclaim policy for Employees/ Top Up Plans
Travel Insurance Plan for Worry-free Journey
Open Online Mutual Fund Investment account with Stock Exchange of your Choice (NSE/ BSE) to start with your investment strategies. Link your Saving Bank Account(any Nationalized bank) and get Mobile App to view/ manage your investments.
The most recommended Insurance plan when you start working is Term Plan. It helps protect your family against any mis-happening as it gives high coverage at affordable discounted premium. Plan available with multiple riders. T&C Apply.
LifeTime Health from Manipal Cigna gives Domestic and Global Coverage. Sum Insured is from Rs 50 L to as High as Rs 3 Cr providing access to medical care in India & abroad with Loyalty discount from 4th Policy Year. T&C Apply.
Care Health Insurance comes with various plan options which can have Prime features like Unlimited Restoration, Annual Health Check up, Wellness Program, Shorter waiting period, Choice of any room Category plus a lot more. T&C Apply.
Super Top Up Plan from Manipal Cigna gives you additional Hospitalization coverage over & above your existing Medical Cover from same or different Company . Get TOP Up done for 3 L and above on your existing cover at low cost. T&C Apply.
Travel insurance secures your trip against unexpected medical & non-medical emergencies, loss or delay in checked-in baggage, etc. At Care Health Insurance, you can choose a customized international travel health insurance that covers various medical & non-medical expenses incurred during your foreign trip. T&C Apply.
If you're TRUSTWORTHY, ready to LEARN, understand ASSETS & LIABILITIES, are great with people, have excellent analytical and communication skills, care about others money, and can work independently, starting financial planning business may be right choice for you.
If you're TRUSTWORTHY, are great with people, have excellent analytical and communication skills, and can work independently, financial planning may be right choice for you.
Bhushan Singh is one the greatest minds in the industry I had ever met. He is spending most of his time for others in ensuring a balance of wealth & good life of his known and other people who needs his advices. He always carry a balanced approach, transparent working, shows both sides of the coin. His availability for the cause is unmatc
Bhushan Singh is one the greatest minds in the industry I had ever met. He is spending most of his time for others in ensuring a balance of wealth & good life of his known and other people who needs his advices. He always carry a balanced approach, transparent working, shows both sides of the coin. His availability for the cause is unmatched. At times we speak for long and at times for seconds, in both the scenarios he adds value by his long term vision & quick actions to achieve that. Happy to associate with you Bhushan ji & you always do good in life.
Bhushan is synonym to “TRUST”. I have known Bhushan for twenty plus years now. I worked with him in same company long back. He worked with reputed IT companies for 25 years and then left to live his passion around financial consulting. When I came to know about his new initiative around Financial Consulting by the name Urban Wealth Soluti
Bhushan is synonym to “TRUST”. I have known Bhushan for twenty plus years now. I worked with him in same company long back. He worked with reputed IT companies for 25 years and then left to live his passion around financial consulting. When I came to know about his new initiative around Financial Consulting by the name Urban Wealth Solution, I connected with him since I wanted some trustworthy person to help me guide on my financial journey.
He has a detailed & logical approach towards financial investment. Basis Risk Assessment he will advise on suitable product. Unlike others, his priority is to look at what is right for customer & suggest options available with pros & cons and then proceed with investment basis client’s agreement.
His Passion, knowledge and a genuine interest in achieving the best for clients is what makes him a truly professional Financial Adviser. His dedication, business excellence and education set him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.
I am absolutely delighted with services of Bhushan from Urban Wealth Solution. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way he listens patiently, takes inputs around all important aspects related to present fina
I am absolutely delighted with services of Bhushan from Urban Wealth Solution. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way he listens patiently, takes inputs around all important aspects related to present financial investments, income, expenses, short, mid & long-term goals of client and then advises on next steps. His depth of knowledge, lateral thinking and logical approach is commendable. It is all about sharing all personal financial details from client perspective but his professional, ethical and caring demeanor, elicits my trust and respect and I gladly recommend his services whenever possible.
We may disclose your personal information as necessary to:
• Effect, administer, or enforce a transaction that you request or authorize;
• Process or service a financial product or service that you request or authorize; or
• Maintain or service your account with us or with another entity.
We do not sell information about current or former clients to third parties.
Please read through below important pointers :
Past Performance is no indicator of future performance.
We love to meet our customers. But in case of time constraint, we can have web calls too.
Millennium Apartment, 1/507, Plot 2, sector 9, Dwarka, New Delhi-110075
Open today | 10:00 am – 06:00 pm |
You are requested to drop message on whatsapp & we will contact you within 24 hours.
Sumita Singh is Commerce Graduate and has worked for companies like MN Dastur managing UTI as client, Keith Electronics. Then she took sabbatical. Always a dreamer, she tends to go step beyond to help people. She has built expertise around Insurance Advisory Services since 2019 apart having Nutrition certification & love for Healthy food, Yoga & traveling.
Bhushan Singh has spent 25 years in IT industry and has build businesses from scratch during his stint in various reputed IT MNC’s like Godrej Pacific, Ingram Micro, Trend Micro, IBM, Microsoft, Hewlett-Packard. He has built expertise around Mutual Fund Advisory Services, Insurance Advisory Services & Solution since 2017 apart from his love for traveling.