| PRODUCTS
 Mutual Funds
Structured Products
Real Estate
Portfolio Management Services
Art
Life Insurance
Investing was never so difficult. Gone are the days when few options (read Bank FD's, LIC & Post Office) used to fulfill all our needs. Nowadays, traditional investments products are no longer attractive enough and lots of newer and more complex products have been introduced all of which vying for a share of your wallet. However, the increasing complexity of financial products has made investing difficult. In this fast-paced world where everyone progressively has less time for themselves, a good financial advisor could take atleast one item off your head by making investing simple.
UpMarket Financial Advisory Services offers solutions to your investment needs. If you need an expert who could guide you in the complex maze of investments then call us. We offer unbiased advice and help you in achieving your objective. Our guiding principle is to always act in your best interest & we believe that by doing that, our interest would automatically be served. The various tools/products that are available at our disposal include:
- Life Insurance - to cater to your protection needs of all kinds. HDFC Standard Life Insurance is our preferred insurance partner however we always scan the market for best products and then make a suitable recommendation irrespective of the insurer.
- Mutual Funds - These could form the core of any investment portfolio. There are different type of funds which cater to your short-term needs as well as your long-term needs. UpMarket has a ready recommended short-list for its clients.
- General Insurance - To protect the assets of our clients we also offer them General Insurance solutions which includes Household, Car, Medical and various others as per the needs.
- Real Estate - the real asset as well as a purely financial investment. We work with quality Real Estate developers like DLF and IREO to provide attractive real estate solutions to our clients in residential, commercial as well as retail segments.
- Portfolio Management Services(PMS) - for people who understand the risks and rewards of equity and like to play it to their advantage, we make available services from PMS providers.
- Art - the physical piece for the discerning few. If Art is your interest we help you get a good quality original piece from a trusted source.
Our recommendation could have one or more of the above products in an appropriate mix.
SERVICES
Since 2006 the firm provides the following Wealth Management solutions to its clients:
Financial Planning
A systematic approach that helps you organize and manage your financial life. It is an ongoing process that adapts to changes in your life and needs.
Portfolio & Investment Advisory
Our Portfolio & Investment Advisory Services allows you to take full advantage of investment opportunities that arise in today's dynamic and increasingly complex investment environment.
The most important aspect of our advisory process is the optimal allocation of your assets. We ensure that a diversified portfolio of securities is developed in consultation with you. These securities are carefully selected to integrate into your overall financial plan and reflect the risk with which you are comfortable. The securities could be from an array of asset classes - equities, debt, precious metals, real estate, cash and alternative assets (for e.g. art and antiques).
While designing your portfolio, we understand your tax implications and advise you to structure the ownership of your assets using appropriate vehicles, so as to optimise the returns on your assets.
Estate Planning
It takes lots of effort and hard-work to make money and once there, most Indians want to leave a legacy for the generations that follow so that they can enjoy life much better and maybe build on from where you left. However, leaving a legacy is easy but making it last is tough. Estate planning could help you structure your legacy, and make it work for your future generations in a manner just as you want it.
Don't just leave a building but build a monument which will last.
Talk to UpMarket for your Estate Planning. | 
