About Us

with the values of trustworthiness, ambition, innovation, dynamism, and excellence in all dealings.

It is now the firm of choice for the entire lifecycle of his clients' financial life—from a child's education to retirement planning and everything in between: financial planning for a good lifestyle, preferred holiday locations, medical care, life insurance, and general insurance. The Umbrella of Protection follows a success-delivering robust process of Financial Planning.

Upendra has secured the future of business owners, entrepreneurs, top-level , corporate executives, and wealthy families by applying the right financial instruments like mutual funds, stocks, etc., with a focus on wealth enhancement.

His professional approach and client orientation come from a glorious stint in sales, marketing, business development, and distribution in the healthcare/financial industry, where he led a team of up to 120 managers. Thus, he has first-hand knowledge of customer needs and how to address those needs authentically and progressively.

Upendra works tirelessly to add to his own professional credentials—FPSB certification, CFGP certification by the American Academy of Financial , and Goal Planning certification are only a few from his long list of credentials. As a good-natured human being, he contributes his time to the Red Cross Society and St John's Ambulance.

Upendra is truly the professional to entrust one's financial lifecycle with and to grow wealthier under the Umbrella.