Vishal A. Gandhi (MBA)
Founder & Principal Portfolio Strategist – Umbrella Portfolio Management Services (UPMS)
A passionate investment professional, Vishal A Gandhi completed his MBA from Saurashtra University in 2013. Entering the financial sector in 2017, he developed robust expertise in both technical and fundamental market analysis, allowing him to navigate complexities with strategic precision. In March 2020, driven by a mission to deliver structured, transparent wealth solutions, he launched UPMS, which today stands as a trusted name in portfolio management.
Vishal’s philosophy is simple yet profound:
✅ Build portfolios grounded in rigorous research.
✅ Adapt proactively to market dynamics.
✅ Always uphold promises on performance and client trust.
True to his values, he never gives over promises; instead, he believes in offering modest commitments and consistently delivering beyond expectations.
This unwavering focus has enabled him to consistently provide the returns committed, earning long-term confidence from individuals, families, corporates, trusts, and societies alike.
A Strong Academic Foundation:
Vishal A Gandhi completed his MBA from Saurashtra University in 2013, equipping him with a robust understanding of business dynamics, financial strategy, and disciplined decision-making frameworks.
Years of Grounded Market Experience:
Entering the investment sector in 2017, Vishal immersed himself in the intricacies of both technical and fundamental analysis.
This comprehensive approach ensures every investment decision is backed by a dual lens — market patterns and intrinsic value.
A Visionary Leap into Portfolio Services:
Recognizing the growing need for transparent, structured, and holistic portfolio management, Vishal formally commenced Umbrella Portfolio Management Services in March 2020. Since then, he has successfully steered diverse portfolios through varied market cycles.
Mastery Over Markets:
Combining vast knowledge of technical trends with deep-rooted fundamental insights, UPMS under Vishal’s leadership crafts strategies that proactively adapt — seizing opportunities and mitigating risks across equity, debt, and alternative assets.
Consistent Performance & Promised Returns:
At UPMS, promises aren’t made lightly — they are delivered. Vishal’s disciplined, research-driven approach has consistently provided clients with the returns committed, building relationships founded on trust and measurable outcomes.
Client-Centric Ethos:
Whether you’re an individual investor, a family office, a corporate treasury, or a charitable trust, Vishal and his team prioritize your unique goals, ensuring each portfolio is custom-built and meticulously managed for your financial aspirations.
“I see every rupee you invest with me as a token of your trust — something far more valuable than capital itself. I promise to manage it with humility, prudence, and relentless commitment, always striving to quietly exceed your expectations.”
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