About Us

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Get personalised guidance from an experienced mutual fund distributor

UV INVEST incorporated in the year 2008; and have at present a satisfied client base of 500+ families which include HNIs, Business Owners and professionals like CAs, Film Actors, Doctors and Lawyers. We cater to clients all over India and abroad. We have clients across countries like U S A, Canada, Belgium, Singapore, U A E, Malaysia and Philippines.

We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Mutual Fund and Insurance consultants recognized by AMFI (Association of Mutual Fund of India) and IRDAI (Insurance Regulatory and Development Authority of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide right financial solutions & thereby make people enjoy a secured retired life.

At UV INVEST, we help our clients "To preserve what they already have, protect themselves from financial uncertainty, achieve their financial goals and pass on their wealth to their heirs in the most efficient and suitable way"

Why Us

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Vision

At UV INVEST, our vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.

We shall strive to achieve outstanding growth through superior customer service, quality and commitment.

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Process

We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.

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Delivery

Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.
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Clients
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Crores of AUM
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Years of Experience
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Awards

Our Team

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Mr. S Venkatasubramanian

Mr. S. Venkatasubramanian is the Managing Director of UV INVEST. He has 14 years of rich experience in the financial services industry. A B.Com; LLB by qualification and AMFI certified Mutual Fund Distributor and IRDA certified insurance advisor. He has a deep understanding of the distribution practices and its challenges.

He is passionate about educating people about financial awareness and creating a path for them to reach their financial goals and help them achieve financial freedom. He is an ardent believer of the quote by Robert Kiyoski "Financial freedom is available to those who learn about it and work for it."
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Ms. Sanjana Venkatasubramanian

Ms. Sanjana is the Director of UV INVEST. She is a CERTIFIED FINANCIAL PLANNER (CFPCM) affliated by the U.S based Financial Planning Standards Board Ltd.   (FPSB Ltd.), B.Com with specialisation in Financial Accounting and Auditing from Mumbai University, and AMFI certified Mutual Fund Distributor having an experience over 7 years in the financial services industry. She is an expert in planning, reviewing and executing financial plans of our clients.

She is the technological backbone of the company and manages social media and public relations.
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Ms. Madhura Bamane

Ms. Madhura is the Deputy Manager of UV INVEST. Having an experience of 5 years, she is responsible for office administration, interaction with clients and managing online client services.
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At UV INVEST, our mission is to provide our clients with the comprehensive, competent, customised and ideal solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

Contact Us

806, Dev Corpora,
Opp. Cadbury Junction,
Thane West-400601,
Maharashtra

Contact Details:
S. Venkatasubramanian
+91 9892987871
Sanjana Venkatasubramanian
+91 9664526017
Email: info@uvinvest.in 
Website: www.uvinvest.in 

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