About Me
Umang Investment Consultancy was started in 2008 by Shri Umang Tandon who has completed his business studies from a reputed management college (Mumbai). Shri Tandon has earlier gained experience working with a reputed broking firm at Mumbai at a high post and later on shifted to start his own consultancy firm. With the opportunity in hand, Shri Tandon explored the market at Allahabad and gained trust in difficult times. The work of Shri Tandon was much appreciated at difficult times of recession too. The work of Umang Investment Consultancy is much appreciated among people and as such a huge client base stands today beneath.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX OPTIMIZATION
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in
INSURANCE POLICIES
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events
MUTUAL FUND
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors access
WEALTH BASKET
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained
TARGETED INVESTMENT
Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked to a certain purpose.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
Financial stress is one of the most common types of stress in people’s lives and it can be damaging to our overall wellbeing. On the fundamental of trust, Umang Investments is supporting me to determine my long & short-term financial goals and create balanced plan to meet those goals and to live my present life to the fullest!
Manvendra Nath Singh
Advocate High court - Alld
| I have never had an experience in the past regarding financial planning. Umang Investments made me aware of all the options of investments and helped me take informed decisions. Their knowledge and a genuine interest in achieving the best for their clients is what makes them a truly professional Financial Advisor. I have full confidence on Umang Investments, your timely updates make me financially secured. |
Ujjwal Tandon
Managing Director - Hotel Harsh Ananda
| Umang Tandon has been handling my family’s MF related investments for last couple of years. He has a good knowledge of MF industry and suggest investment plans keeping in mind the requirement of the client. He is very efficient and any grievance or clarification gets resolved very promptly. My experience with him has been very good and my best wishes for him future endeavors. | |
Utkarsh Goel
DMS - IIIT, ALLD
| Umang Tandon has been handling my family’s MF related investments for last couple of years. He has a good knowledge of MF industry and suggest investment plans keeping in mind the requirement of the client. He is very efficient and any grievance or clarification gets resolved very promptly. My experience with him has been very good and my best wishes for him future endeavors. | |
Aashish Mehrotra & Harsh Chaurasiya
Directors of Saptrishi Stonex Pvt. Ltd.
| I know Umang Tandon for about 5 years. He has vast banking experience. For the past couple of years he is managing my investments. He suggests various investment options keeping in mind my age and risk profile. He discuss both pros and cons of each investment and keep me informed of changes in any regulations. I would definitely recommend him to anyone who wants to do business with him. | |
Vishnu Kumar Gupta
Senior IT Engineering, Banglore