Udit Lohiya | Finsense

About

I am a finance professional and Partner at Finsense Securities, based in Jodhpur. I hold an MBA in Finance from SCMHRD, Pune, and have hands-on experience in wealth management, private banking, and investment advisory. My focus is on building long-term client relationships, implementing efficient processes, and delivering practical wealth solutions aligned with client goals. I am particularly interested in combining structured financial planning with scalable business practices to drive sustainable growth.

Practice at a glance

7

Years of Experience

1000

Families Served

₹1,300

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:Hindi, Marwadi

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances

Children’s Goals

Invest for Goals

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Udit Lohiya.

Mutual Fund Portfolio Review

Stocks Portfolio Review