Uday Vaidya
UDAY VAIDYA•Surat
H-8 , JASHLAXMI COMPLEX , HONEYPARK ROAD,
Surat, 395009
H-8 , JASHLAXMI COMPLEX , HONEYPARK ROAD, Surat, 395009
About
Practice at a glance
23
Years of Experience
500
Families Served
₹36
Crores Managed
Practice Details
Min Monthly Investment:₹5,000
Min Lumpsum Investment:₹1,00,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi, Gujarati, English
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Can help you buy / invest in
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Uday .
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Mutual Fund Portfolio Review
Retirement Readiness Check