About us
We are one of the best financial consultant from Pune, having served clients across 8 countries with 250+ NRI clients. Our Vision is to be the choice of 11,000 families for their Financial planning. Our Mission is to create Financial awareness and provide peace of mind to our customers through sound Financial advice and exceptional service Some of the key points about us are mentioned below
Mr. Vishal Umrikar
(Wealth Builder)
Mr. Vivek Umrikar
(Founder)
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- We have been Honored with the title of Million Dollar Round Table M.D.R.T(USA), the most coveted honour in the insurance industry world wide for the last 22 years.
- We have been Honored with the title of Million Dollar Round Table M.D.R.T(USA), the most coveted honour in the insurance industry world wide for the last 22 years.
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- Being the first Indian firm to give Insurance to leprosy patients as a part of our social drive, is a proud movement of us.
- Being the first Indian firm to give Insurance to leprosy patients as a part of our social drive, is a proud movement of us.
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- Helping people understand their existing portfolio and offering tailor made solutions is our forte.
- Helping people understand their existing portfolio and offering tailor made solutions is our forte.
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- In India, working with the executives of Tata Motors
(350+ Executives, 1000+ workers), Mercedes Benz,
Jaguar Land Rover, Johnson Control, Bitwise,
Accenture, Cognizant, TCS, Infosys.
- In India, working with the executives of Tata Motors
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- Serving 6800+ policy holders in India and USA,
Australia, Europe, Zambia, Dubai, Kenya, Singapore, Indonesia.
- Serving 6800+ policy holders in India and USA,
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- We have been Honored with the title of Million Dollar Round Table M.D.R.T(USA), the most coveted honour in the insurance industry for the last 22 years.
-
- We are the first Indian firm to give Insurance to leprosy patients as a part of our social drive.
-
- We help people understand their existing portfolio and offering tailor made solutions is our forte.
-
- In India, working with the executives of Tata Motors (350+ Executives, 1000+ workers), Mercedes Benz, Jaguar Land Rover, Johnson Control, Bitwise, Accenture, Cognizant, TCS, Infosys.
-
- Serving 6800+ policy holders in India and USA,
Australia, Europe, Zambia, Dubai, Kenya, Singapore, Indonesia.
- Serving 6800+ policy holders in India and USA,
Mr. Vivek Umrikar
(Founder)
Mr. Vishal Umrikar
(Wealth Builder)
Services
Start your journey of health and wealth creation today.
Choose right Insurance & Investment Plan with us.
Health Insurance
Are you concerned that you won’t be able to afford the high cost and necessary medical care without incurring a significant financial burden? Our Health Insurance has got you covered!
Life Insurance
Life is unpredictable, but you can prepare yourself for the unexpected. Invest in our life insurance and be at serenity knowing that your loved ones will be financially protected in your absence
Mutual Funds
Invest in our mutual funds to potentially earn higher returns than traditional savings accounts, while diversifying your investments and minimizing the risk compared to stock markets
Car Insurance
Protect your vehicle and your finances in case of accidents, theft, or other unexpected events in simple & easy steps!
Equity Advisory
Worried about investment decisions and wealth maximization? Our expert team will help you to achieve your financial goals with proper goal planning.
Investment Partner/ Guide
We are not only your investment consultant but act as your Investment partner where we guide and take responsibility for all your investments
Our Mission
To create Financial awareness and provide peace of mind to our customers through sound Financial advice and exceptional service
Our Vision
UMRIKARS its “U” before “I”
Our Vision
Our Mission
Goal based Planning
We at Umrikars can help you assess the “Existing portfolio” and suggest best goal based planning for a bright future
Education Planning
We help you in navigating the complex world of financial aid and student loans, to ensure that you dream big and are well-prepared for the costs associated with higher education.
Retirement Planning
We provide personalized advice and strategies to help you achieve your retirement goals, by optimizing your savings and ensuring that you are well-prepared for a financially secure retirement.
Wealth Planning
We provide comprehensive financial planning and investment management strategies to help you achieve your long-term financial goals, preserve and grow your wealth, and to protect your assets.
Rewards and Recognitions
Prepare yourself and your family for the financial journey
Start building your future today. Get in touch with us to help you!!
Our Stats
says it all
CXOs & other key designations served across these brands
We are serving 3000+ clients Globally
Awards & Certifications
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