UV Wealth's journey began in April 1998 when Vilas Khanolkar started as an LIC agent, later expanding into mutual fund distribution. His passion for finance and commitment to helping families secure their future laid the foundation for a trusted financial advisory service.
In 2008, UV Wealth was officially established, evolving into a dedicated Family’s Financial Planner. Since then, we have been guiding families toward financial security, wealth creation, and goal achievement with personalized financial solutions.
In 2008, UV Wealth was officially established, evolving into a dedicated Family’s Financial Planner. Since then, we have been guiding families toward financial security, wealth creation, and goal achievement with personalized financial solutions.
Our Values
At UV Wealth, we stand for,
Our clients are at the heart of everything we do. We strive to understand their needs & delivered tailored solutions that enhance their financial well-being.
At UV Wealth, we stand for,
- Honesty
- Transparency
- Confidentiality
Our clients are at the heart of everything we do. We strive to understand their needs & delivered tailored solutions that enhance their financial well-being.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Mutual Funds100%
Equity and ETFs5%
NPS5%
Loan against MF5%
PMS5%
Insurance100%
Client Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
E Wealth Account
NJ Recommended MF Portfolio
OUR TEAM
Vilas Khanolkar
Founder, UV Wealth
Vilas Khanolkar is the founder of UV Wealth. As a Family’s Financial Expert, he helps clients achieve their financial goals through personalized guidance and strategic insights, empowering them to make informed decisions and optimize their resources for financial success.
Urvi Khanolkar
Family’s Financial Expert
Urvi Khanolkar is a Family Financial Expert and daughter of Mr.Vilas Khanolkar. She guides her clients in navigating their financial journeys and achieving their aspirations.