• +91 98793 83062

  • info@udayvaidya.com

  • our vision

    To become the first choice wealth advisers for medium-high net worth individuals.

  • our mission

    Adding more to life by providing customized financial services, solutions and security.

  • Core Values

    Quality, Integrity, Transparency.

Our Services

Mutual Funds

Investing in mutual funds has become the new rage among investors. There are countless new funds that are launched on a regular basis.

A variety of funds, each focusing on short and long- term period are easily available. There are plentiful funds obtainable in the market that can find a perfect match to suit your risk.

A mutual fund is an investment, which is operated by an investment company that raises money from shareholders and invests it in stocks, bonds, options, commodities, or money market securities. These funds offer investors the advantages of diversification and professional management.

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Life Insurance

Life Insurance is universally acknowledged to be an institution, which eliminates ‘Risk Substitution’.

We are dedicated to protecting you and your family, as well as your hard earned assets and future earnings.

Our alliance with reputed Insurance companies puts us in a very strong position to meet all your insurance needs – whether you need life or non-life insurance, you can depend on us to help you protect your world!

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Home Loan

We helping you to make the right decisions in choosing a home loan for purchasing your dream home, for what may be the biggest financial decision of your life.

We have the expertise in the field of Life Insurance, Housing Finance, Health insurance, Mutual Funds and Financial Services Industries with a focus on providing exceptional and delightful customer services.

We believe that by assisting our clients to manage and structure their Insurance debt and Home equity, we can help them to reach financial goals sooner with better security.We are committed to provide best services to enable you to purchase or finance your property.

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General Insurance

General insurance or non-life insurance policies, including automobile and homeowners policies, provide payments depending on the loss from a particular financial event.

General insurance is typically defined as any insurance that is not determined to be life insurance.Comprehensive range of products to suit every stage of your life…from childhood to your retirement.

It encourages thrift. Long term savings can be made in a relatively painless manner because of easy installments facility. Premium can be paid on a monthly, quarterly, half yearly or yearly basis. We advise our clients to take appropriate insurance policies. Depending upon the requirements of the client, we advise term plans for risk coverage or risk coverage plus investment plans.

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Outstanding Features

Clients Say

It is good experience to visit the office of Mr. Uday Vaidya and see some of the services he is giving to customers. This is great service to LIC and its customers.

Mr. Ashok Shah / BUSINESSMAN

Shri Uday Vaidya is the pride of LIC. As one of the world’s Top Performers in insurance selling, he has set a high bench mark for others to follow. He embodies professionalism, commitment and customer-centricity values which are very important for LIC.

Mr. Jone Doe / DOCTOR

Your most unique ability is your extremely focused customer centric approach and a ‘no-excuse’ action oriented attitude by which your customer sits back in confidence knowing that the task assigned to you by him will be auctioned to its conclusion.

Mrs. Bharti Rathode / BANK MANAGER
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Our Amazing Clients

Helping you to make your financial goals a reality.

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