Mutual Fund

Enjoy flexibility in to your investments

General Insurance

Insurance for all your needs

Tax Planning

Are you utilizing all tax saving opportunities

About Us

Umang Investment Consultancy was started in 2008 by Shri Umang Tandon who has completed his business studies from a reputed management college (Mumbai). Shri Tandon has earlier gained experience working with a reputed broking firm at Mumbai at a high post and later on shifted to start his own consultancy firm. With the opportunity in hand, Shri Tandon explored the market at Allahabad and gained trust in difficult times. The work of Shri Tandon was much appreciated at difficult times of recession too. The work of Umang Investment Consultancy is much appreciated among people and as such a huge client base stands today beneath.

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Our Services

Wealth Management

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information

Tax Planning

Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws. This should also consider all your sources of income.

Retirement Planning

Two things are certain – (1) we all are mortal and (2) we all are supposed to retire one day or other. Even if some of us may choose not to retire ever – but the word ‘choose’ is very important here. We should be able to make

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities. Mutual funds give small or individual investors access to diversified, professionally managed portfolios at a low

Insurance Planning

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. we work with you to identify your risks and implement a cost-effective risk management

Estate Planning

Why should we make a Will? We all are busy in creating wealth – For our consumption, to buy assets like real estate, car, electronic gadgets etc, to achieve financial goals like children’s education, marriage, retirement etc

Financial Planning Tools

Child's Education
Child's Wedding
Dream Home
Dream Car
Dream Vacation
Retirement Plan
SIP Calculator
Custom Goal

client's Testimonials

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Financial stress is one of the most common types of stress in people’s lives and it can be damaging to our overall wellbeing. On the fundamental of trust, Umang Investments is supporting me to determine my long & short-term financial goals and create balanced plan to meet those goals and to live my present life to the fullest!

Manvendra Nath Singh - Advocate High court - Alld.

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I have never had an experience in the past regarding financial planning. Umang Investments made me aware of all the options of investments and helped me take informed decisions. Their knowledge and a genuine interest in achieving the best for their clients is what makes them a truly professional Financial Advisor. I have full confidence on Umang Investments, your timely updates make me financially secured.

Ujjwal Tandon - Managing Director - Hotel Harsh Ananda

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Umang Tandon has been handling my family’s MF related investments for last couple of years. He has a good knowledge of MF industry and suggest investment plans keeping in mind the requirement of the client. He is very efficient and any grievance or clarification gets resolved very promptly. My experience with him has been very good and my best wishes for him future endeavors.

Utkarsh Goel - DMS - IIIT, ALLD.

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Umang Tandon has been handling my family’s MF related investments for last couple of years. He has a good knowledge of MF industry and suggest investment plans keeping in mind the requirement of the client. He is very efficient and any grievance or clarification gets resolved very promptly. My experience with him has been very good and my best wishes for him future endeavors.

Aashish Mehrotra & Harsh Chaurasiya - Directors of Saptrishi Stonex Pvt. Ltd.

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I know Umang Tandon for about 5 years. He has vast banking experience. For the past couple of years he is managing my investments. He suggests various investment options keeping in mind my age and risk profile. He discuss both pros and cons of each investment and keep me informed of changes in any regulations. I would definitely recommend him to anyone who wants to do business with him.

Vishnu Kumar Gupta - Senior IT Engineering, Banglore