Umang Finance provides budget planning, emergency fund planning, insurance protection, goal planning, investment planning, regular financial review, tax planning and claim assistance.
FINANCIAL PLANNING
Plan Today. Protect Tomorrow.
Build a Better Financial Future.
Umang Finance helps individuals and families plan, protect and grow their finances through budgeting, insurance protection, goal planning, investments and ongoing financial guidance.
ACTIVE CUSTOMERS
1,500+
Since 2019
1,500+
Active Customers
1,000+
Families Served
₹ 20 Cr
Total Investments / AUM
25
Team Strength
SERVICES
Financial Solutions for Every Stage of Life.
Umang Finance covers every part of your financial plan — from budgeting and emergency funds to insurance protection, goal-based investing, tax planning and claim assistance.
Budget Planning
Create a clearer picture of your income, expenses and financial priorities.
Insurance Protection
Plan suitable protection for yourself and your family's financial security.
Investment Planning
Align your investments with your goals, time horizon and financial priorities.
Regular Review
Review your financial plan as your income, goals and responsibilities change.
WHY CHOOSE US
Why Families Choose Umang Finance
Anyone can sell a policy. What matters is the process behind it, and whether someone is still there when a claim has to be made. Established in 2019, we work to a structured approach and stay involved after the paperwork is signed.
Family Financial Protection
Protect your family against financial uncertainty with appropriate insurance protection and thoughtful financial planning.
Goal-Based Financial Planning
Plan important financial goals and align your investments with your future needs through a structured financial approach.
OUR APPROACH
How It Works
Step 1: Understand Your Finances
We begin by understanding your budget, expenses, responsibilities and emergency fund requirements.
Step 2: Protect & Plan
We identify your insurance needs and financial goals while considering important future requirements.
Step 3: Invest & Review
We align investments with your goals, consider tax planning and regularly review your financial plan.
CLAIMS & SUPPORT
We Show Up When It Matters
Selling a policy is the easy part. These are the claims and legal matters we have actually stood beside our customers through.
20
Claims Assisted
₹ 5 Cr
Total Claim Amount
10
Legal Matters Handled
10
Successfully Resolved
FINANCIAL FAQ
Frequently Asked Questions
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1. What financial planning services does Umang Finance provide?
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2. Why is financial planning important for individuals and families?
Financial planning helps you understand your current financial position, prepare for uncertainties and organize your finances around important short- and long-term goals.
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3. Does Umang Finance provide insurance planning and protection?
Umang Finance helps individuals and families consider insurance protection as part of a broader financial planning approach.
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4. Can Umang Finance assist with insurance claims?
Yes. Umang Finance provides claim assistance to help families understand the claim process, documentation and related follow-up.
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5. How does Umang Finance help with investment and goal planning?
Umang Finance helps customers connect financial goals with investment planning while considering their broader financial needs and regularly reviewing the plan.
Let’s Plan Your Financial Future
TESTIMONIALS
Trusted by Individuals & Families
I'd been putting off health insurance for over a year. Umang Finance explained the actual policy clauses, not just the premium, and got my family covered within a week.
Running a shop, I never had time to think about taxes until March every year. Umang set up a plan in January instead, so I wasn't scrambling at the deadline.
When my father was hospitalized, Umang's team handled the claim paperwork directly with the insurer. The money came through in under three weeks. We couldn't have managed that alone.
I worked in a bank for thirty years and still found planning my own retirement confusing. Umang reviewed my investments twice a year and adjusted things as my needs changed.
We wanted to buy a home in three years but had no idea how much to save monthly. Umang built a simple plan around that goal, and we're on track.
Irregular income made an emergency fund feel impossible to plan. Umang helped me set a realistic monthly target that actually fit my income, and I finally have savings put aside.