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Uma Chander

Uma Chander

Deputy Manager

Followers of Uma Chander202 followers
location of Uma ChanderMumbai, Maharashtra, India

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  • Timeline

  • About me

    CERTIFIED FINANCIAL PLANNER cm, Mutual Fund Distributor

  • Education

    • Versova Welfare Association High School

      1983 - 1995
      High School

    • Mithibai College

      1997 - 2000
      Bachelor’s Degree Commerce

    • Chetanas Ramprasad Khandelwal Institute of Management and Research Survey No 341 Bandra (East) Mumbai 400 051

      2000 - 2002
      Post Graduate Diploma in Business Management Finance

  • Experience

    • Axis bank

      Apr 2002 - Feb 2006
      Deputy Manager

    • HDFC Bank

      Mar 2006 - Oct 2010
      Manager

    • Handholding Financials

      Dec 2010 - now
      Founder

      At Handholding Financials, we help individuals and families make smart choice about money to attain their financial goals, through investing in suitable Mutual Fund Schemes. We try to understand clients’ past preferences with investments, their risk taking capacity, investment time horizon and design a customized asset allocation strategy to achieve their goals. We handhold them on the path to fulfill their responsibilities and realize their dreams.Our endeavor is to ensure clients have a holistic investment experience, so that they enjoy the process of creating wealth as well as enjoy the wealth already created. Show less

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER cm

      FPSB India
      Feb 2012