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Umbrella Portfolio Management Service
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Umbrella Portfolio Management Service
  • Home
  • About UPMS
  • Services
  • Offers
  • Careers
  • MONEY
  • FAQs
  • Contact Us

Frequently Asked Questions

Please reach us at contactus@myupms.com if you cannot find an answer to your question.

UPMS is a comprehensive investment management service that consolidates your equity, debt, and alternative investments into one professionally managed, strategically aligned portfolio. It’s ideal for investors seeking disciplined growth with expert oversight. 


UPMS is designed for a wide range of investors, including:

  • Individuals 
  • Families 
  • Corporates 
  • Charitable Trusts 
  • Societies 
  • Professionals & Business Owners


Investment thresholds vary depending on the selected program. For example, Umbrella Wealth Elevate and Monthly Wealth Anchor have specific minimum requirements. Please contact us for detailed options.


Capital safety is a top priority. Our strategies incorporate risk controls, diversified instruments, and asset-backed models to protect your investment. All funds are managed with the highest level of due diligence. 


Returns vary by plan and market conditions. We never overpromise — our focus is to deliver consistent, sustainable returns. In fact, we commit lower and aim to deliver more, ensuring long-term trust and satisfaction. 


You will receive regular portfolio reports via email or WhatsApp. We also offer quarterly performance summaries, investment insights, and client support whenever needed. 


Some programs offer fixed monthly or quarterly payouts, while others are market-linked. All return structures are clearly stated in your investment agreement, ensuring complete transparency.


No hidden charges. Any management or performance fees are clearly disclosed upfront. Transparency is central to our client relationships. 


Your capital is returned in full upon the completion of the investment period (typically 12 months). Withdrawal procedures are initiated in advance, ensuring timely disbursal. 


Early exits may be allowed in select programs, subject to terms and any applicable charges. We evaluate such requests on a case-by-case basis with complete transparency. 


Like any investment, UPMS carries certain risks. However, we use technical and fundamental analysis, diversification, and professional management to mitigate risk and maximize stability. 


Your portfolio is personally overseen by Mr. Vishal A. Gandhi (MBA - Saurashtra University, 2013) — a market expert with deep experience in technical and fundamental strategies. He has consistently delivered on commitments since entering the investment sector in 2017 and launching UPMS in 2020. 


Getting started is easy!
👉 Simply contact us via WhatsApp, call, or email.
We'll understand your goals, explain suitable plans, and onboard you with ease. 



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  • About UPMS
  • Services
  • Offers
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  • MONEY
  • FAQs
  • Contact Us