ABOUT US

We as UB Wealth started our company in August 2008 and now we incorporated Badame Financial Services in the year March 2022 , and at present have 1500 plus satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

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 Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%

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.

OUR TEAM

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Mr.Uday Badame

Director

Mr. Uday Badame is the Chief Advisor for wealth adviser. One of the oldest on the team, he has over 12+ years of rich experience in the financial services industry. Uday is known for his deep understanding of distribution practices and their challenges.

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Mrs. Pradnya Badame

Director

Mrs.Pradnya is the Relationship Manager, having an experience over 7+ years in the financial services industry. She is responsible for investment advisory and portfolio management.

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Sandhya Shinde

Relationship Manager

Sandhya Shinde is the Relationship Manager, having an experience over 8+ years in the financial services industry. She is responsible for investment advisory and portfolio management.

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Ekta Bhosale

Relationship Manager

Ekta Bhosale is the Relationship Manager, having an experience over 5+ years in the financial services industry. She is responsible for investment advisory and portfolio management.

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Janhavi Shirke

Operations

Janhavi Shirke is the Operations Manager, having an experience over 5+ years in the financial services industry. She is responsible for investment advisory and portfolio management.

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Pooja Hondkar

Operations

Pooja Hondkar is the Operations Manager, having an experience over 5+ years in the financial services industry. She is responsible for investment advisory and portfolio management.

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Mansi Mane

Operations

Mansi Mane is the Operations Manager, having an experience over 5+ years in the financial services industry. She is responsible for investment advisory and portfolio management.

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Devang Shetye

Operations

Devang Shetye is the Operations Manager, having an experience over 5+ years in the financial services industry. He is responsible for investment advisory and portfolio management.

© 2025 All Rights Reserved. "Name as per AMFI" AMFI- Registered Mutual Fund Distributor.
(ARN:____ Date of Initial Registration:_________& Current Validity:_________).

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