Mrs. Uma Jain

Who we are?

With Mrs. Uma Jain at the helm of “URJAA CONSULTANCY: INSURANCE & INVESTMENTS”, our team of qualified and passionate people look after your financial portfolio. She is a certified investment advisor with LIC, who has been taking care of all her clients’ financial needs whether its long term investments for education of children, retirement or short term requirements like holiday plans etc. With over four decades of experience behind us, we understand our customers better than any other investment company in the industry.With over 3000+ clients who speak highly about her sound financial advice.

Mrs. Uma Jain has been a star performer of her branch for past 20 years. A life member of MDRT (Million dollar round table), the most premier association for insurance advisors across the globe, she is also a Chairman’s club life member.  With so many feathers in her cap she firmly believes that a successful financial advisor is one who brings to the table a diverse and deep repertoire of financial planning expertise. She also holds a diploma in Financial Management of Life Insurance from the education council of Life Insurance college (Mumbai).

Why us?

Our diverse expertise enables us to work with almost any client (retail or corporate). Whatever your needs, we have an option for you: Life Insurance, General Insurance, Health Insurance, Group Gratuity & Pension Plans, Mutual funds & Fixed Deposits etc. At “URJAA CONSULTANCY: INSURANCE & INVESTMENTS”,  we firmly believe in transparency and which is why we discuss all the investment options with you before guiding you to choose the correct investment option for your portfolio. Not just this, we also make sure that you receive regular reports to show how your portfolio is performing.

Our philosophy

At “URJAA CONSULTANCY: INSURANCE & INVESTMENTS”, we understand that a successful financial portfolio is not dependent on the products, but on the service we provide to our clients and the relation that we build. We work closely with you to build that trust and we guarantee customized and timely service.

Our Core values

• Deliver value to our clients
• Build trust and honest relations through communication
• Our clients are precious and we have a customized approach for you
• Service is what builds relationship

Our mission

Our mission is to provide total financial security for our clients and create ample investment opportunities so that they can have peace of mind while creating wealth at the same time.