Life is short, they say. And whether it is enjoyable or treacherous depends on how one approaches it.
There is no denying that, in all this, money matters even if it is only a means to an end. For over 15 years, we have helped clients achieve their financial goals, letting them focus on every other aspect of life. All through, our plans, advice, service, and offerings—mutual funds, insurance, retirement resources, and portfolios—have been built around just one person: You, our client.
We realise the importance of trustworthy professional guidance. That’s why our experienced licensed solutions are available to you for one-on-one support by phone, email, online, and in person, irrespective of whether you are an active or long-term investor. Our web, mobile, and downloadable platforms also give you everything you need to research and manage your portfolios. So invest how you want with access to a bouquet of choices: MFs, life insurance, health insurance, bonds, CDs , and PMS.

We plan your goals
Long-term financial goals require the clients’ returns to beat inflation. This is best achieved by opting for equity-related schemes However, short-term goals are more about a definite quantum of returns, typically achieved through bonds (government or corporate).

Choosing the right one from over 8,000 funds could prove complicated. We do this for you through a disciplined process:

• Pick funds carefully and without bias
• Monitor and review them periodically
• Watch out for taxes and exit loads
• Help you keep sight of your goals

Needless to say that despite ups and downs over the years, long-term investors have consistently managed to beat inflation. This is done by:
 Optimising long-term returns in equity market, with lower volatility.
 Optimising medium-term returns in debt market, with risk and return like FDs. 

So, what are you waiting for? Dream and work towards achieving those dreams. We are with you.
For at UWA, we spend each day trying to improve the investment process. For this, we use smart technology to provide timely and need-based advice. Our motto is to help clients invest in the right products that fit their financial needs. The size of the investment doesn’t matter because the right advice and patience can turn any investment into sizeable wealth.

MFs are our product of choice for the simple reason that they are more efficient. In no other category do you get to invest in an entire portfolio in one go and get the facility of unique features like regular investments, multiple asset classes, and compounding returns. We, as MF advisers, help our clients select the right funds, invest, and monitor and review them regularly.
No investment is risk-free, but risk does not just mean loss of money. It could be loss of opportunity, too. Hundreds of our clients—mostly first-time equity investors—have realised that in one way or the other, they already faced market risk already. What UWA does is to convert their unknown and unsystematic risks into known and systematic ones, generating opportunities for improved returns.

Because, once again, UWA has just one focus: Your financial goals.