ABOUT Umbrella portfolio management services
Umbrella Portfolio Management Services (UPMS) is a comprehensive and meticulously crafted investment solution designed to bring every facet of your wealth under a single, unified management framework.
This integrated approach not only eliminates the fragmentation often seen across multiple asset classes and advisors but also enhances visibility and control over your complete financial ecosystem.
At the core of UPMS is our commitment to delivering strategic synergy, prudent oversight, and tailored alignment with your individual or institutional financial goals. Our expert team continuously monitors, rebalances, and optimizes your portfolio mix to adapt to changing market dynamics and evolving life objectives.
By entrusting your wealth to UPMS, you benefit from:
- Centralized expertise, ensuring each asset class complements the others within a unified growth and risk management philosophy.
- Personalized strategies, calibrated to your specific risk tolerance, liquidity requirements, and long-term ambitions.
- Robust governance and compliance, ensuring every investment aligns with the highest standards of regulatory prudence.
In essence, UPMS is more than just a service — it is your dedicated partner in transforming complex, multi-asset portfolios into a seamless, high-performance wealth journey.
A MAN BEHIND UMBRELLA PORTFOLIO MANAGEMENT SERVICES
MR. VISHAL A. GANDHI
🎓 A Journey Rooted in Knowledge & Discipline
Vishal A Gandhi completed his MBA from Saurashtra University in 2013, building a solid academic base in business and finance. Drawn by a genuine passion for the world of investments, he entered the financial markets in 2017, determined to turn insights into real-world results.
Through years of rigorous study in technical and fundamental market analysis, Vishal developed a keen eye for market opportunities and a deep respect for prudent risk management — skills that today form the bedrock of his investment philosophy.
CORE PURPOSE
CORE PURPOSE
CORE PURPOSE
To seamlessly integrate and elevate our clients’ diverse assets into a unified, strategically managed portfolio that builds enduring wealth.
MISSION
CORE PURPOSE
CORE PURPOSE
To deliver bespoke, multi-asset portfolio solutions that protect, grow, and harmonize our clients’ wealth across generations.
VISION
CORE PURPOSE
VISION
To be the most trusted partner in holistic wealth stewardship, empowering clients to achieve lasting financial legacy with confidence and clarity.
