UM Financial Services is an online Mutual Fund investment platform that provides you with digital financial advice and scientific portfolio allocation. Our application offers you online access of all mutual fund, SIP, SWP, STP, KYC and all kind of transactions/services related to mutual funds.

As an AMFI Registered Mutual Fund Distributor, UM Financial Services (ARN-143220) is focused on Research, Portfolio Monitoring, Invest in Mutual funds online and many more. We at UM Financial Services, will enhance your mutual fund investment experience with all safety & security.

Having physical offices, we also offer customized wealth management plans with personalized services at your doorsteps.

Haldwani (Nainital) office-

Investor's Service Center
(UM Financial Services)
5 / 11, Johar Nagar (Opp - Pandey Medical Store) Do -Nahariya
PO- Bhotia Parao, Haldwani (Nainital) Uttrakhand. PIN -263 139
Contact No +91 8755058442, 05946 222311

Almora office-

Investor's Service Center
(UM Financial Services)
LGF - 17B, Raghunath City Mall, Almora (Uttrakhand) 263 601
Contact No +91 87559 06442