The word 'Yugma' in Sanskrit means confluence (coming together) . Together we will help you plan your finances. With our expertise, we will assist you in chanelising your resources in a systematic way. Hiring a financial planner is an important decision in your life and must be built on the foundation of trust.
W h y Y u g m a ?
Over 15 years of experience and professionalism
CFP – Certified Financial Planner
RFC – Registered Financial consultant
- you will not be offered anything which you don't need
- Your information is secured with us. We respect your privacy
- Our team is highly trained ,supported by industry experts
Over the years we have a satisfied clientale ranging from salaried individuals to the businessmen, career beiginer to retiree, single or married
We work on Fee, Fee+commission based financial planning advisory model.
As CFP (Certified Financial Planner) and RFC (Registered Financial Consultant) professionals we are committed to the professional practice standards and code of ethics laid down by the respective organizations.
We conduct workshops for corporates and individual groups to create awarenes about Financial Planning. We also provide a Help Desk in corporate premises to assist their employees on their Financial matters.