URBAN WEALTH SOLUTIONS

URBAN WEALTH SOLUTIONSURBAN WEALTH SOLUTIONSURBAN WEALTH SOLUTIONS

URBAN WEALTH SOLUTIONS

URBAN WEALTH SOLUTIONSURBAN WEALTH SOLUTIONSURBAN WEALTH SOLUTIONS
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Financial Consulting, with a Personal Touch

Financial Consulting, with a Personal TouchFinancial Consulting, with a Personal TouchFinancial Consulting, with a Personal Touch

Let's plan your brighter future!

Contact us

Financial Consulting, with a Personal Touch

Financial Consulting, with a Personal TouchFinancial Consulting, with a Personal TouchFinancial Consulting, with a Personal Touch

Let's plan your brighter future!

Contact us

About US

Making & Meeting Goals

Founder & Partner message

Building Strong Futures

We start by documenting your goals and then compare them to your current portfolio. We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Building Strong Futures

Founder & Partner message

Building Strong Futures

We are passionate about helping both companies & individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. Our goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. We recommend what we do ourselves.

Founder & Partner message

Founder & Partner message

Founder & Partner message

Since 2008, I started investing myself & learning too. I took an early retirement in Feb 2017 & started my wealth management services. I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy mentoring, singing and spending time with family & friends.

OUR SERVICES

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MUTUAL FUND INVESTMENT

Goal based investment in mutual funds

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EXISTING PORTFOLIO REVIEW

Review of existing portfolio for better returns

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LOANS, CARD, FD,BOND, TAXATION

Requirement for any kind of Loan, Card & Taxation

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LIFE & MEDICAL INSURANCE

Term & ULIP, Medical Insurance for Self & Family

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GROUP MEDICLAIM POLICY

Group Mediclaim policy for Employees & contractual

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MEDICAL INSURANCE TOP UP

TopUp your existing policy by paying small premium

STARTED JOB. TAKE TERM PLAN TO PROTECT YOUR FAMILY.

TERM PLAN with icici PRU

The most recommended Insurance plan when you start working is Term Plan. It helps protect your family against any mis-happening as it gives high coverage at affordable discounted premium. Plan available with multiple riders. T&C Apply.

CONTACT FOR DISCOUNTED PREMIUM
MUTUAL FUND SAHI HAI
MAKE INVESTMENTS SIMPLE FOR YOURSELF & YOUR FAMILY.

mutual fund "sahi hai"

Open Online Power Of Three - DMAT account with Bank of your Choice to start with your investment strategies. You can link your existing Saving Bank Account(any bank) if you do not wish to open another Savings Account for investment.

Click to proceed
SECURE YOUR FAMILY HEALTH AND WEALTH.

Opt for-Life time health

LifeTime Health from Manipal Cigna gives Domestic and Global Coverage. Sum Insured is from Rs 50 L to as High as Rs 3 Cr providing access to medical care in India & abroad with Loyalty discount from 4th Policy Year. T&C Apply.

Click to proceed
IT'S COMPLETE HEALTHCARE INSURANCE.

Opt for pro health prime

ProHealth Prime from Manipal Cigna comes with Prime features like Unlimited Restoration, Annual Health Check up, Wellness Program, Shorter waiting period, Choice of any room Category plus a lot more. T&C Apply.

Click to proceed
TOP UP ON YOUR EXISTING COVERAGE AT VERY LOW COST.

Opt for-SUPER TOP UP

Super Top Up Plan from Manipal Cigna gives you additional Hospitalization coverage over & above your existing Medical Cover from same or different Company . Get TOP Up done for  3 L  and above on your existing cover at low cost. T&C Apply.

Click to proceed

WHY US

TRUST & TRANSPARENCY

  • We recommend what we do ourselves.
  • Regular review is built in the program.
  • We consider risk appetite & time horizon.
  • We have embraced digital platform.
  • We Partner for Life & not transaction.
  • Consider us as your Financial Family Doctor.

Our Partners

DREAM to START your OWN BUSINESS IN FINANCIAL PLANNING?

LEARN from PROFESSIONALS

If you're TRUSTWORTHY, ready to LEARN, understand ASSETS & LIABILITIES, are great with people, have excellent analytical and communication skills, care about others money, and can work independently, starting financial planning business may be right choice for you. 

Connect with us
ARE YOU LOOKING for a CAREER IN FINANCIAL PLANNING?

CAREER with us

If you're TRUSTWORTHY, are great with people, have excellent analytical and communication skills, and can work independently, financial planning may be right choice for you. 

Connect with us

recommendations

Mr. Chhabra S, M.D. & CEO

Mr. Singh M, Assoc. Director

Ms. Thakur N, Director Sales

Bhushan Singh is one the greatest minds in the industry I had ever met. He is spending most of his time for others in ensuring a balance of wealth & good life of his known and other people who needs his advices. He always carry a balanced approach, transparent working, shows both sides of the coin. His availability for the cause is unmatc

Bhushan Singh is one the greatest minds in the industry I had ever met. He is spending most of his time for others in ensuring a balance of wealth & good life of his known and other people who needs his advices. He always carry a balanced approach, transparent working, shows both sides of the coin. His availability for the cause is unmatched. At times we speak for long and at times for seconds, in both the scenarios he adds value by his long term vision & quick actions to achieve that. Happy to associate with you Bhushan ji & you always do good in life. 

Ms. Thakur N, Director Sales

Mr. Singh M, Assoc. Director

Ms. Thakur N, Director Sales

Bhushan is synonym to “TRUST”. I have known Bhushan for twenty plus years now. I worked with him in same company long back. He worked with reputed IT companies for 25 years and then left to live his passion around financial consulting. When I came to know about his new initiative around Financial Consulting by the name Urban Wealth Soluti

Bhushan is synonym to “TRUST”. I have known Bhushan for twenty plus years now. I worked with him in same company long back. He worked with reputed IT companies for 25 years and then left to live his passion around financial consulting. When I came to know about his new initiative around Financial Consulting by the name Urban Wealth Solution, I connected with him since I wanted some trustworthy person to help me guide on my financial journey.
He has a detailed & logical approach towards financial investment. Basis Risk Assessment he will advise on suitable product. Unlike others, his priority is to look at what is right for customer & suggest options available with pros & cons and then proceed with investment basis client’s agreement.
His Passion, knowledge and a genuine interest in achieving the best for clients is what makes him a truly professional Financial Adviser. His dedication, business excellence and education set him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.

Mr. Singh M, Assoc. Director

Mr. Singh M, Assoc. Director

Mr. Singh M, Assoc. Director

I am absolutely delighted with services of Bhushan from Urban Wealth Solution. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way he listens patiently, takes inputs around all important aspects related to present fina

I am absolutely delighted with services of Bhushan from Urban Wealth Solution. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way he listens patiently, takes inputs around all important aspects related to present financial investments, income, expenses, short, mid & long-term goals of client and then advises on next steps. His depth of knowledge, lateral thinking and logical approach is commendable. It is all about sharing all personal financial details from client perspective but his professional, ethical and caring demeanor, elicits my trust and respect and I gladly recommend his services whenever possible.

Privacy Policy

How We Manage and Protect Your Personal Information

We may disclose your personal information as necessary to:

• Effect, administer, or enforce a transaction that you request or authorize;
• Process or service a financial product or service that you request or authorize; or
• Maintain or service your account with us or with another entity.

We do not sell information about current or former clients to third parties. 

disclaimer

Please read through below important pointers :

  • We emphasize that all investors should use the information on the website merely as a resource to enhance their own research and understanding.
  • Nothing mentioned on this website should be considered as investment advice. We strongly advise all participants to check with certified experts before taking any investment decision.
  • Investment in securities is subject to market risks. Past performance should not be construed as a guarantee for future returns.
  • Investments in equity and equity related securities involve a high degree of risks and the users should not place funds to invest unless they can afford to take the risk of their investment.

Past Performance is no indicator of future performance.

Contact us

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Better yet, we can see you in person!

We love to meet our customers. But in case of time constraint, we can have web calls too.

Message us on WhatsApp or CALL

URBAN WEALTH SOLUTIONS

Millennium Apartment, 1/507, Plot 2, sector 9, Dwarka, New Delhi-110075

bhushansingh@urbanwealth.in +91 99717 06611

Hours

Open today

10:00 am – 06:00 pm

You are requested to drop message on whatsapp & we will contact you within 24 hours.

FOUNDER & PARTNER

Bhushan Singh has spent 25 years in IT industry and has build businesses from scratch during his stint in various reputed IT MNC’s like Godrej Pacific, Ingram Micro, Trend Micro. Also worked with top MNC's- IBM, Microsoft, Hewlett-Packard. He has built  expertise around Financial Advisory & Solution since 2017.

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FOUNDER MESSAGE

"URBAN WEALTH" is Financial Happiness Endeavor of "URBAN HAPPINESS".    


Vision: To become trusted advisor and help client grow wealth and secure future of themselves & family.


Mission: To bring quality niche Financial Advisory services around Investment & Insurance and help client follow their passion.

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