URL FINANCE is one stop shop for distributing all investment products like Mutual Funds, Portfolio Management Services [PMS], Alternative investment funds [AIF’s], Fixed Income , Bonds, Equities, Brokerage Services and also catering to special needs of NRI’s.
We are AMFI registered Mutual Fund Distributor and NiSM Certified Portfolio Management Services (PMS) Distributor.
Why URL
URL stands for Uniform Resource Locator. A URL is the address of a given resource on the Web that is UNIQUE.
Similarly, Everything at URL FINANCE is UNIQUE.
First all our Customers are UNIQUE and we handle them all with special attention based on their unique needs. We offer them differentiated products to achieve their distinctive goals.
In Parallel we at URL FINANCE and its Team are also UNIQUE and different than many other. All our offerings, which we distribute,are based on the needs of the customers and are not standard across everyone, which makes us special.
Owner and President: Rajiv Gada
Harvard Business School (HBS) Alumni [Senior Executive leadership Program 2017] ,Chartered Accountant and Business Consultancy Study from Jamnalal Bajaj Institute of Management Studies [JBIMS]
Sheer Passion for Capital Markets and Investments has been at the Core of Rajiv’s career spanning over 20 plus years spread across investments and technology.
He has merged his domain strengths with technology and has been instrumental in handling projects with some of the largest stock exchanges globally, Asset management Companies & Mutual Funds, Depositories, Investment Banks, Broking firms, Wealth Management firms spanning multiple asset class like Equities, Derivatives, Fixed Income, Commodity, Interest Rate Swaps and Fx.
Upgrading skill to match the constantly dynamic global environment has been his priority.
He loves travelling and movies.
Client Engagement
WHAT DO YOU HAVE
We in the first meeting sit to assess your current Income , Expenses, Investments , Savings , existing cover and Other Asset & Liabilities to fully Understand your Current Financial standing.
WHAT DO YOU WANT
We would assess your risk appetite, your short & long term financial goals , objectives you have for protection, Investments , life milestone and challenges in Life , Retirement and Estate Planning
WHAT DO WE OFFER
Following our analysis, assessment and evaluation we present to you a bouquet of investment products that we distribute, for you to choose from that helps you bridges the gap between what you have and where do you want to be in terms of your financial goals.
WHAT DO WE DO
Once you have selected and finalized the products, we assist you in a seamless process to invest and provide you regular reviews and updates to evaluate its performance and make adjustments as and when required.