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Your trusted partner in navigating the complexities of financial planning. We specialize in providing expert advice and personalized solutions in mutual funds, insurance, and comprehensive financial strategies.

Our foundation is built on years of experience and a deep understanding of the financial markets. We are committed to staying abreast of the latest industry trends and regulations to ensure our clients receive the most up-to-date and effective advice.

AMFI Register Number

Uday Chaudhari ARN NO - 108643

AMFI Register Number

Aarti Chaudhari ARN NO - 257185

AMFI Register Number

Sumerraj Chaudhari ARN NO - 294153

APMI Registration Number

Uday Shankar Chaudhari APRN NO - APRN06644

Our Milestone

Happy Family

670+

Investors

2000+

Our Services

Mutual Fund

Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks...

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Life Insurance

Life insurance is financial product that provides the policy holder financial protection in the event of an unfortunate...

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PMS

Portfolio Management Services or PMS, is a service offered by the Portfolio Manager or an asset management company...

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AIF

Alternative Investment Funds or AIF in short, are defined as privately pooled investment funds and categorized by...

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SIF

Specialized Investment Funds (SIF) are curated investment vehicles designed for sophisticated investors seeking...

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Gift City

Our Gift City Services open doors to global investment opportunities through India's premier International Financial...

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Unlisted Stocks

While listed shares dominate the investment landscape, a lesser-known avenue offers unique opportunities for investors...

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Health Insurance

Cost of quality healthcare in India has been sky-rocketing for the past decade or so. Hospitalization for a serious...

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NPS

National Pension Scheme or NPS as it is popularly known, was initially launched by the Government in 2004 with the...

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Retirement Planning

The plan and action of accumulating a certain corpus by the time you are of retirement age is known as retirement...

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Complete Wealth Solution For Every Stage Of Life

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Family Office Support

Traditional Family Office: An entity created by a wealthy family to manage wealth with a dedicated staff including...

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Estate And Succession Planning

Estate planning is an essential aspect of financial management that allows individuals...

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Tax And Compliance Alignment

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NRI Services

Lorem Ipsum is simply dummy text of the printing and typesetting industry Lorem Ipsum has been the...

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SIP Calculator

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Uday Shankar Chaudhari

Our Guarantee

Stress-Free Experience

We simplify the complex - so you can focus on what really matters.

Clear Documentation, Always

We keep your paperwork simple, organized, and accessible when you need it.

No Mis-selling. Ever.

We recommend what's best for you, not for us.

24/7 Claims Support

Our dedicated team is with you at every step - day or night.

Smart Tax Planning

Because money saved is money earned - let us help you optimize your returns.

Transparency at Every Step

No hidden fees, no fine print - only clear, honest communication.

Our Blogs

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Planting dreams early : This Children's ...

Every November, as we celebrate Children's Day, we honour the innocence, joy, an...

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SIP or Lumpsum: Which is a better option...

SIP involves investing a fixed amount periodically, making it an accessible and ...

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How debt funds can be suitable for inves...

Investors often think equity, when it comes to mutual funds. While equity is hig...

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Latest News

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28-Nov-25 | News Team

DSP Mutual Fund launches DSP Fixed Matur...

The investment objective of the Scheme is to seek to income by investi

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26-Nov-25 | News Team

Navi Mutual Fund launches Navi Nifty Mid...

The investment objective of the scheme is to achieve a return equivale

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26-Nov-25 | News Team

DSP Mutual Fund launches DSP Nifty Small...

The investment objective of the Scheme is to generate returns that are

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AMC partners we work with

Contact Info

A-22, First Floor, Vighneshwar Plaza, Opposite M.B. Tower, M.B. Estate, Virar West, Near Kalyanee Hospital - 401303

Quick Links

Our Offerings

FAQs

NSE Member Code Sumerraj - 1027123
NSE Member Code Uday - 1018243
NSE Member Code Aarti - 1024861
BSE member Code - 1837101

Uday Shankar Chaudhari AMFI Registered Mutual Fund Distributor

AMFI Registered Mutual Fund Distributor (ARN-108643) - Date of Registration: 31-01-2016 | Validity: 01/02/2016 to 31/01/2028

AMFI Registered SIF Distributor (ARN-108643) - Date of Registration: 24-06-2025 |Validity: 24/06/2025 to 11/06/2028

APMI Registered PMS Distributor (APRN06644) - Date of Registration: 24-07-2025 |Validity: 24/07/2025 to 23/07/2028

Disclaimers

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.

Investing in Portfolio Management Service (PMS) products are not guaranteed or assured returns are being offered, and the past performance of the portfolio manager is not an indicator of future results. All investments are subject to market risks, and investors must be aware that returns can be volatile and are not guaranteed.

Uday Shankar Chaudhari makes no warranties or representations, express or implied, on products offered through the platform of Uday Shankar Chaudhari. We provide incidental advisory services only. For investment advice, please consult a SEBI-registered Investment Adviser. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.

Uday Shankar Chaudhari operates in compliance with SEBI, AMFI, and APMI regulations. © Uday Shankar Chaudhari - All Rights Reserved.

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