Who We Are ?
Welcome to Indira J Udani Finserve LLP
Founded in 1978, Indira J Udani Finserve LLP has been a trusted name in the financial services industry for over four decades. We specialize in providing tailored financial solutions to individuals, families, and businesses, helping them achieve their financial goals with confidence and ease.
Our legacy is built on a foundation of trust, transparency, and expertise. Over the years, we have evolved to offer a diverse range of services, including equity and commodity broking, mutual fund distribution, fixed deposits, life and non-life insurance, IPO investments, and peer-to-peer lending solutions.
Timeline
Growth Over the Years
From a single spark to a thriving venture
the story of our founder who dared to dream big
Meet the Visionary
Behind the Journey
Timeline
Growth Over the Years
IJUDANI Financial Services is founded in Mumbai, India.
Started with Fixed Deposits and Non-Convertible Debentures (NCDs) distribution, helping clients diversify their portfolios.
Became an authorized distributor for Mutual Funds.
We empalement with top AMCs like HDFC Mutual Fund, ICICI Prudential, SBI Mutual Fund, Aditya Birla Sun Life, and Nippon India Mutual Fund for mutual funds
Expanded offerings to include Life Insurance and General Insurance products, providing holistic financial protection to clients.
Launched our first online client portal, making it easier for clients to track investments and access financial advice.
Embraced comprehensive digital transformation across all services. Implemented advanced technology solutions to enhance client experience and streamline operations.
Proudly surpassed 1,000 active clients, a testament to our trusted relationships and client-centric approach.
Recognized by leading AMCs, including HDFC Mutual Fund, ICICI Prudential, and SBI Mutual Fund, for achieving significant AUM (Assets Under Management) targets. Received the "Top Performer" award from Nippon India Mutual Fund for outstanding client service.
Planning to launch Portfolio Management Services (PMS).
Committed to increasing client wealth and introducing new investment solutions tailored to evolving financial goals.