Creating Fortune
Through Knowledge &
Smart Investments
SEBI Registered Financial Advisory | Wealth Management | Mutual Funds | Insurance | Financial Planning — Your trusted partner for 18+ years.
Portfolio Growth
₹1,24,50,000
+24.3% this year
Invested
₹85L
Returns
₹39L
XIRR
18.4%
SIP Return
+22.8% CAGR
1000+ Clients
Trust built over 18 years
Your Trusted Partner For Financial Growth
YUG CONSULTANCY SERVICES is a professional financial advisory and wealth management company dedicated to helping individuals and families achieve financial freedom through strategic planning and informed investment decisions.
With over 18 years of experience, we have guided more than 1,000 investors through every phase of their financial journey — from wealth creation to preservation and legacy planning. Our SEBI, AMFI, and IRDA registrations ensure that every recommendation meets the highest regulatory standards. As holders of the globally recognised CWM® designation from the American Academy of Financial Management® — registered with the International Board of Standards and active in 155+ countries worldwide — we bring an international standard of excellence to every client engagement.
“Creating Fortune by Educating Investors”
We specialize in:
Our Journey
Company Founded
Started with a mission to educate investors
SEBI Registration
Obtained SEBI Sub-Broker registration
AMFI Certification
Became AMFI Registered Mutual Fund Distributor
Insurance Advisory
IRDA registered insurance advisory services
CWM Certification
Chartered Wealth Manager certification from USA
1000+ Clients
Milestone of 1000+ satisfied investors
Meet Our Mentor
Mr. Gopal Bose
Chartered Wealth Manager (USA)
“My goal is to empower every investor with the knowledge and tools they need to achieve financial freedom. I believe that with the right guidance, every family can create generational wealth.”
18+ Years of expertise in:
Mr. Gopal Bose brings unparalleled expertise across all dimensions of personal finance and wealth creation. A Chartered Wealth Manager certified by the International Board of Standards (USA), he has guided hundreds of families toward financial independence.
Our Certifications & Registrations
Fully regulated, internationally certified, and committed to the highest standards of financial advisory excellence.
SEBI Registered
Sub-Broker
Securities and Exchange Board of India recognized financial advisor, operating under strict regulatory compliance.
AMFI Registered
Mutual Fund Distributor
Association of Mutual Funds in India certified distributor, authorized to distribute all categories of mutual funds.
IRDA Registered
Insurance Advisory
Insurance Regulatory and Development Authority registered, authorized to advise on all life, health, and general insurance products.
Chartered Wealth Manager
International Board of Standards (USA)
Global certification from the American Academy of Financial Management® — a trademarked designation recognized across 155+ countries. Registered with the International Board of Standards, representing the gold standard in wealth management worldwide.
All certifications are active and verified. Our practice adheres to SEBI's code of conduct, AMFI's guidelines, IRDA regulations, and the global standards set by the International Board of Standards — a body with presence across 155+ countries. The AAFM® logo and CWM® designation are internationally trademarked.
Our Services
Comprehensive financial solutions crafted for every stage of your wealth journey.
Wealth Management
Comprehensive wealth management strategies tailored to your financial goals and risk appetite.
Financial Planning
Personalized financial plans to help you achieve life milestones and secure your future.
Stock Market Investment
Expert guidance on equity investments for long-term wealth creation.
Mutual Fund Advisory
AMFI registered advisory for optimal mutual fund selection and portfolio building.
Health Insurance
Protect your family's health with the right mediclaim and health insurance plans.
Life Insurance
Secure your family's financial future with term plans and investment-linked policies.
Motor Insurance
Comprehensive and third-party motor insurance for your vehicles.
Travel Insurance
Stay protected on every journey — domestic and international travel coverage.
Property & Fire Insurance
Safeguard your home and property against fire, natural disasters, and burglary.
Personal Accident Insurance
Financial protection against accidental injuries, disability, or death.
Business & Commercial Insurance
Comprehensive coverage for businesses — from SMEs to large enterprises.
Marine & Cargo Insurance
Protect goods in transit by sea, air, road, or rail.
Crop & Agriculture Insurance
Protect farmers and agri-businesses from crop loss and weather risk.
Tax Planning
Minimize your tax liability legally through smart investment and deduction planning.
Estate Planning
Ensure your wealth transfers smoothly to the next generation.
Will Writing
Create a legally valid will to protect your assets and family.
PMS Advisory
Portfolio Management Services advisory for high-net-worth investors.
Portfolio Rebalancing
Regular portfolio review and rebalancing to maintain optimal asset allocation.
Demat Account Opening
Open your demat and trading account with Anand Rathi for seamless investing.
Stock Market Training
Learn to invest wisely with our investor education and training programs.
Bonds & Fixed Income
Secure, predictable returns through government and corporate bond investments.
Our Trusted Partners
We collaborate with India's most trusted financial institutions and global certification bodies to deliver the best outcomes for our clients.
Tata AIA
Life Insurance
LIC
Life Insurance
Star Health
Health Insurance
HDFC ERGO
General Insurance
Prudent Corporate
Mutual Funds
Anand Rathi
Trading & Demat
AAFM USA
Global Wealth
Tata AIA
Life Insurance
LIC
Life Insurance
Star Health
Health Insurance
HDFC ERGO
General Insurance
Prudent Corporate
Mutual Funds
Anand Rathi
Trading & Demat
AAFM USA
Global Wealth
Life Insurance
- Tata AIA
- LIC
Health Insurance
- Star Health
- HDFC ERGO
Mutual Funds
- Prudent Corporate
Trading & Global
- Anand Rathi Ltd
- AAFM (USA)
Why Choose YUG CONSULTANCY?
See how we stand apart from ordinary financial advisors.
YUG CONSULTANCY
Your Trusted Partner
- 18+ Years of Financial Expertise
- Certified Wealth Manager (USA)
- Personalized Financial Planning
- Professional Portfolio Review
- Comprehensive Risk Assessment
- Goal-Based Investment Strategy
- Tax Efficient Planning
- Long-Term Wealth Creation
- SEBI, AMFI & IRDA Registered
- Transparent Fee Structure
- Regular Performance Reports
- Dedicated Client Support
Other Advisors
Unregistered / Generic
- Limited Experience
- No International Certification
- Generic Financial Advice
- Infrequent Portfolio Review
- No Risk Assessment
- No Goal-Based Approach
- Tax Planning Ignored
- Short-Term Focus
- Unregistered Advisors
- Hidden Charges
- No Regular Reporting
- Slow Response Times
Protect Yourself From Investment Scams
Investment fraud is a growing problem. Educate yourself and always invest through regulated, verified professionals.
Beware of Guaranteed Returns
No genuine financial advisor can guarantee fixed returns on market-linked investments. If someone promises guaranteed 20%+ returns, it's likely a fraud. Stock markets and mutual funds are subject to market risks.
Avoid Fake Social Media Advisors
Many unregistered 'advisors' operate on Instagram, Telegram, and WhatsApp groups promising quick riches. Always verify SEBI registration before following any financial advice online.
Verify Registrations
Always check SEBI SCORES, AMFI website, and IRDA portal to verify advisor credentials before investing. A legitimate advisor will always provide their registration numbers willingly.
Invest Through Trusted Professionals
Work only with SEBI registered advisors and AMFI registered distributors. YUG CONSULTANCY SERVICES is fully registered and compliant — protecting your investments every step of the way.
Report investment fraud to SEBI:
Our 4-Step Process
A structured, transparent, and client-centric approach to building lasting wealth.
Financial Assessment
We start with a comprehensive review of your current financial situation — income, expenses, assets, liabilities, insurance, and tax status. This forms the foundation of your personalized financial plan.
- Net Worth Analysis
- Cash Flow Review
- Risk Profiling
- Insurance Audit
Goal Planning
Together, we define and prioritize your short, medium, and long-term financial goals — children's education, home purchase, retirement, wealth creation, and more with realistic timelines.
- Life Goals Mapping
- Priority Setting
- Timeline Planning
- Gap Analysis
Investment Strategy
Based on your goals and risk appetite, we design a diversified investment strategy spanning equity, debt, real estate, and insurance — optimized for tax efficiency and returns.
- Asset Allocation
- Fund Selection
- Tax Optimization
- SIP Planning
Wealth Creation & Monitoring
Implementation is just the beginning. We continuously monitor your portfolio, rebalance as needed, and adapt your strategy to market changes and life events for sustained wealth creation.
- Quarterly Reviews
- Portfolio Rebalancing
- Performance Reports
- Plan Adjustments
Numbers That Speak
Years Experience
Serving clients since 2006
Clients Assisted
Trusted by families across India
Financial Plans
Customized for each client
Wealth Guided
Assets under advisory
“Every number represents a family whose financial future we helped secure.”
— Mr. Gopal Bose, Founder
What Our Clients Say
“Mr. Gopal Bose has been managing my investments for the past 10 years. His expertise in wealth management and mutual funds has helped me build a corpus of over ₹2 crore. He is truly a trustworthy advisor.”
Rajesh Sharma
Business Owner
Dahanu Road, Palghar
Smart Calculators
Plan your financial future with our interactive tools.
Invested
₹6.00 L
Est. Returns
₹5.62 L
Total Value
₹11.62 L
These are indicative calculations. Actual returns may vary.
Frequently Asked Questions
Answers to common questions about investing and our services.
Professional advisors bring expertise, regulatory compliance, and a structured approach that individual investors typically lack. A SEBI registered advisor like YUG CONSULTANCY helps you avoid common mistakes, optimize taxes, manage risk, and stay disciplined through market volatility. Studies show professionally guided investors consistently outperform those who go it alone.
Still have questions?
Our team is ready to answer any specific queries you have.
Start Your Financial Journey
Book a free consultation and take the first step towards financial freedom.
YUG CONSULTANCY SERVICES
Opp. HDFC Bank
Irani Road, Dahanu Road (W)
Tal: Dahanu, Dist: Palghar
MH-401602
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