Review your income, expenses, responsibilities, existing protection and financial priorities.
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ABOUT UMANG FINANCE
Helping Individuals & Families Build a More Secure Financial Future
Founded in 2019, Umang Finance helps individuals and families approach financial planning with greater clarity, protection and confidence through structured financial solutions and long-term client relationships.
WHO WE ARE
Financial Planning Built Around Real Life
Umang Finance was established in 2019 with a simple belief: financial planning should be easier to understand, more transparent and more closely connected to real life.
We work with individuals, families and clients to understand their financial priorities, responsibilities and future goals, and help them explore suitable financial planning and protection solutions.
Our approach goes beyond simply discussing financial products. We focus on understanding the person behind the financial decision, explaining available options clearly and building relationships that continue over the long term.
Plan With Purpose
Start with your income, expenses, responsibilities and financial goals to create a clearer financial direction.
Protect What Matters
Prepare for financial uncertainty with appropriate insurance protection and an emergency fund strategy.
Grow With A Plan
Connect investments and long-term financial decisions with the goals that matter to you and your family.
OUR JOURNEY
Built on Experience, Trust & Long-Term Relationships
Since our establishment in 2019, Umang Finance has grown through client relationships, professional service and a commitment to helping individuals and families make more informed financial decisions.
2019
Established
1,500+
Active Customers
1,000+
Families Served
₹ 20 Cr
Total Investments / AUM
FOUNDER'S NOTE
A Journey Built on Trust & Financial Awareness
When I started Umang Finance in 2019, I wanted to build something simple: a place where people could talk about money without feeling judged or overwhelmed. Over 15+ years in financial services and advisory work, I had seen how often financial planning gets reduced to just products, a policy here, a fund there, while the person behind the decision gets lost along the way.
That is the gap I set out to close. Since 2019, Umang Finance has grown by listening first, understanding what a client is actually trying to protect or build, whether that is a child’s education, a parent’s health cover, or a family’s long-term investments. We support clients across life, health and motor insurance, mutual funds, financial planning and claim assistance, alongside the everyday work of budgeting, emergency preparedness, goal planning, investment planning, tax planning and regular financial reviews.
None of this works without trust. It is built slowly, through honest conversations and showing up when it matters, including when a claim needs to be followed through, not just sold.
“Financial planning is not just about investments. It is about understanding people, their responsibilities, their goals and the future they want to build.”
Mangal Chahal
Founder, Umang Finance
OUR PURPOSE
What We Stand For
MISSION
Making Financial Planning Clearer & More Accessible
We believe financial planning should not feel complicated or intimidating. Our mission is to help individuals and families understand their financial position clearly, plan for the protection they need, and make informed decisions at every stage of life, without confusing jargon or one-size-fits-all advice.
VISION
Building a More Financially Confident Future
We want to see more individuals and families approach money with confidence rather than uncertainty. Our vision is to be a long-term financial partner for the people we work with, supporting them through changing responsibilities and goals, and helping build a more financially secure future, one relationship at a time.
OUR VALUES
The Principles Behind Our Work
Trust
We aim to earn trust through consistent, honest guidance rather than one-time transactions, staying involved even after a policy is issued or an investment is made.
Transparency
We explain the details that matter, including costs, terms and what a product actually covers, so clients can make decisions with a clear understanding of what they are choosing.
Financial Awareness
We take time to explain the reasoning behind our recommendations, helping clients build their own understanding of financial planning, not just follow instructions.
Long-Term Relationships
We view every client relationship as ongoing. As life changes, incomes grow, families expand and priorities shift, we stay available to review and adjust the plan accordingly.
WHAT WE DO
Financial Support for Different Stages of Life
Financial priorities change with income, responsibilities, family needs and future goals. Umang Finance supports clients across key areas of financial planning and protection.
Budget Planning
Understand income, expenses and financial priorities.
Emergency Fund
Prepare for unexpected financial needs.
Insurance Protection
Protect yourself and your family against financial uncertainty.
Goal Planning
Plan for important short- and long-term financial goals.
Investment Planning
Align investments with financial objectives.
Regular Review
Review the financial plan as circumstances change.
Tax Planning
Consider tax planning as part of the broader financial strategy.
Claim Assistance
Get support with claims, documentation and related follow-up.
OUR APPROACH
A Structured Approach to Financial Planning
Good financial planning starts with understanding, not assumptions. Our approach focuses on understanding the client's position, identifying priorities and reviewing the financial strategy as circumstances change.
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1. Understand Your Financial Position
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2. Plan For Protection & Goals
Build an approach around emergency preparedness, insurance protection and important short- and long-term goals.
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3. Invest & Review
Align investments with your goals and review your financial plan as your circumstances change.
WHY CHOOSE UMANG FINANCE
Built Around People, Not Just Products
Families choose to work with us for reasons that go beyond any single product or policy.
Client-Centric Approach
Every recommendation starts with understanding your situation and goals first, not with a product we want to sell.
Clear Communication
We explain financial concepts and product details in plain language, so you always know what you are agreeing to and why.
Long-Term Perspective
We plan for where your finances are heading, not just your immediate need, so today's decisions support tomorrow's goals.
Ongoing Support
Our relationship does not end at sign-up. We stay involved for reviews, questions and support when a claim needs to be followed through.
OUR TRACK RECORD
Supporting Clients Beyond The Policy
20
Claims Assisted
₹ 5 Cr
Total Claim Amount
10
Court/Legal Matters Handled
10
Successfully Resolved
LET'S PLAN AHEAD
Let's Plan Your Financial Future
Whether you are looking to organize your finances, strengthen financial protection, plan for future goals or review your existing financial strategy, Umang Finance is here to help you take the next step.