Building Wealth, Creating Homes: Where Finance Meets Real Estate Excellence.
Ugam Management Pvt. Ltd. is a leading provider of loans, financial and real estate services, dedicated to helping individuals and businesses achieve their goals. With a customer-centric approach, innovative solutions, and a commitment to excellence, we offer a wide range of financial products tailored to meet diverse needs.
Mission
To make financial services accessible and convenient for everyone. We strive to empower our clients by providing the right financial tools and solutions to achieve their goals and aspirations
Vision
To be the most trusted partner in financial growth, recognized for innovation, integrity and excellence in the loans/ finance and real estate services industry.
Provide the Best Services
in This Industry
Wealth management
Comprehensive financial planning and investment management for high-net-worth individuals.
Brokerage services:
Buying and selling stocks, bonds, mutual funds, and other investment instruments through a licensed broker.
Portfolio management
Building and managing investment portfolios tailored to individual risk tolerance and financial goals.
Financial planning
Creating a roadmap for achieving your financial goals, including budgeting, debt management, and saving for specific needs.
Insurance Services
Providing financial protection to beneficiaries in case of the policyholder's death
We Have A Professional Team
Member
Dinal Patel
Head of Banking
Hiral Patel
Head of Investment Banking
Atik Laliwala
Chief Risk Officer
Chirag Chunara
Head of Sales & MarketingReason For Choosing Our UMPL
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Customer-Centric Approach:
We prioritize our customers' needs, providing personalized solutions and a seamless experience throughout their financial journey.
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Fast and Transparent Process:
Our loan application and approval process is quick, transparent, and straightforward, ensuring minimal paperwork and swift disbursal.
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Competitive Interest Rates:
We offer competitive interest rates and flexible repayment terms to suit various financial situations.
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Expert Team:
Our experienced financial advisors and loan experts are dedicated to providing reliable guidance and support.
Key Offerings
• Business Loans: Empowering small and medium-sized enterprises (MSMEs) with customized loan solutions to support business expansion, capital investments and working capital needs. With flexible repayment options, competitive interest rates and a streamlined application process, we ensure that our clients can access the funds they need quickly and efficiently.
• Personal Loans: Flexible personal loan options designed to cater to a variety of purposes, such as education, home renovation, medical expenses or debt consolidation. Our loans come with competitive interest rates and easy repayment options.
• Home Loans: Helping individuals turn their dream of owning a home into reality with tailored home loan products featuring attractive interest rates, flexible tenures and simplified documentation processes.
• Vehicle Loans: Offering convenient and hassle-free vehicle financing solutions for purchasing new or used cars, bikes or commercial vehicles.Key Offerings
• Loan Against Property: Providing secured loans against residential or commercial property to help clients leverage their assets for personal or business purposes.
• Machinery Loans: We offer tailored machinery loan options with flexible terms and competitive interest rates helping businesses invest in the right equipment to drive growth and operational efficiency.
• Financial Advisory & Wealth Management Services: Comprehensive financial planning and advisory services to help clients manage their finances, investments and risk effectively.
• Insurance: We offer a wide range of customizable insurance products designed to meet diverse needs. From life insurance plans that provide financial security and peace of mind for loved ones to general insurance products that cover health, property, travel and more, we are dedicated to delivering reliable coverage, that protect against life’s uncertainties.
• Real Estate Services: We provide comprehensive real estate services to help clients buy, sell, rent or invest in properties with confidence. Our expert team of real estate professionals offers personalized guidance through every step of the process from market analysis and property valuation to negotiation and closing.
