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Stacks of gold coins growing taller with young plants sprouting from them and a rising arrow, representing long-term wealth growth

AMFI Registered Mutual Fund Distributor

Let your money work for you.

Personalised investment guidance, financial planning and long-term wealth solutions for your financial goals.

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Business partner? Partner Login

A brighter financial tomorrow

  • AMFI RegisteredMutual Fund Distributor
  • PersonalisedFinancial Planning
  • Long-termRelationship
  • Transparentand Trustworthy

Our services

Complete Financial Solutions Under One Roof

From investments to financial planning, insurance and taxation, we help you make informed decisions for your financial goals.

Investment options

Explore Investment Opportunities

A wide range of investment products to help you achieve your financial goals.

  • Mutual Funds

  • Fixed Deposits

  • Bonds

  • Corporate Deposits

  • PPF Investments

  • Unlisted Securities

  • Pre-IPO Opportunities

Our approach

A clear plan, built around you

We follow a structured and personalised process to help you achieve your financial goals.

Talk to an Advisor
  1. 01

    Understand

    Understand your goals, risk profile and current financial position.

  2. 02

    Plan

    Create a plan based on your goals and risk profile.

  3. 03

    Invest

    Choose suitable investment options and structure your portfolio.

  4. 04

    Review

    Regularly review your portfolio and track your progress.

Urs Client Portal

Your Investments. One Connected Experience.

Access your investments, transactions, reports and client services through your secure Urs Client Portal.

  • View Portfolio
  • KYC Services
  • Track Transactions
  • Client Support
  • Access Reports
  • Connect with Your Advisor
  • Manage Documents
Investor Login Create Your Account

Distributor or business partner? Use the separate partner portal. Partner Login

Mutual fund performance

Compare well-known funds by category

See how selected funds have performed across different categories. Returns as on .

Scheme Name Category 1M % 3M % 6M % 1Y % 3Y % p.a.
HDFC Flexi Cap FundFlexi Cap−6.04−3.175.80−3.3913.48
HDFC Large Cap FundLarge Cap−6.95−5.732.46−6.696.72
HDFC Mid Cap FundMid Cap−7.21−3.547.932.6714.43
ICICI Prudential Large Cap FundLarge Cap−6.07−6.170.40−8.008.62
Nippon India Small Cap FundSmall Cap−3.52−1.0818.627.1113.42
Parag Parikh Flexi Cap FundFlexi Cap−2.84−2.411.91−5.1511.23

Past performance does not indicate future returns. Regular plan, growth option, listed alphabetically; 3-year returns are annualised. Calculated from AMFI NAV data and updated daily, for information only — not investment advice or a recommendation.

Insurance

Protection comes before growth

We help you review whether your life and health cover matches your responsibilities, alongside your investment plan.

Review my cover

Resources

Information to help you decide with confidence

Explore useful insights, tax information and important resources to make better financial decisions.

Compare Funds

Compare returns of top mutual funds across equity, ELSS, hybrid and debt categories.

Compare Now

SIP Planner

Plan a monthly SIP that matches your goals, timeline and risk appetite.

Plan My SIP

Latest Tips

Ask us for our current recommendations on mutual funds and fixed deposits.

Ask for Tips

Tax Saving Schemes

ELSS funds offer tax benefits under the old regime, with a three-year lock-in.

See ELSS Funds

NRI Taxation

Information and guidance for NRI investors, including TDS on redemptions.

Learn More

Download Forms

Refer a Friend

Know someone planning their financial future? Help your friends and family get started with the right financial guidance.

Refer a Friend

Frequently asked questions

What is a SIP?

A Systematic Investment Plan lets you invest a fixed amount in a mutual fund every month, much like a recurring deposit. It builds a saving habit and spreads your investment across market ups and downs.

Do I need KYC to invest in mutual funds?

Yes. KYC is mandatory for mutual fund investments. It is a one-time process using your PAN, address proof and photograph, and we can help you complete it.

Are mutual fund returns guaranteed?

No. Mutual fund investments are subject to market risks and their value can go up or down. Past performance does not indicate future returns.

How do I access my portfolio online?

Use the Investor Login button at the top of this page to open your investor portal. Business partners and distributors should use Partner Login, which opens the separate partner portal. New clients can choose Create Your Account in the Client Portal section.

About Urs

Why trust Urs with your financial journey?

We believe protecting your money is a serious job. It needs sound knowledge and careful planning — and we are committed to personalised guidance and a long-term relationship approach.

  • AMFI Registered Mutual Fund Distributor

    ARN-41844 · EUIN E050906. Verify on the AMFI website.

  • Personalised Guidance

    Solutions designed around your goals, from Mrs. P. Umamaheshwari.

  • Long-term Relationship

    We are with you through every stage of your financial journey.

Get in touch

Talk to an Advisor

Have questions or need guidance? We are here to help you plan your financial future.

Disclaimer

The information on this website is for general information only. It is not investment, tax or legal advice, and it is not an offer to buy or sell any financial product.

Urs Mutual Fund Distributors is an AMFI Registered Mutual Fund Distributor (ARN-41844, EUIN E050906). As a mutual fund distributor, we may receive commission from the fund houses whose schemes you invest in through us.

Fund returns shown on this website are calculated from publicly available NAV data as on the date stated, and are provided for information only. Past performance does not indicate future returns.

Privacy Policy

What we collect. When you use the contact form, we receive the details you enter, such as your name, phone number, email address and message.

How we use it. We use these details only to respond to your enquiry, or to contact a person you have referred. We do not sell or rent your information.

Client Portal. When you log in or sign up, you use the secure Urs Client Portal, which handles your account and investment information.

Other services. This website loads fonts from Google Fonts. Links to fund house and government websites are governed by their own privacy policies.

Your choices. To ask us to update or delete information you have shared, contact us by phone or email.

Risk Disclosure

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

The value of investments can go down as well as up. NAVs of mutual fund schemes may be affected by changes in interest rates, government policy and economic conditions.

Past performance of a scheme does not indicate its future performance. There is no assurance that a scheme's objectives will be achieved.

Clients should read the Risk Disclosure Document issued by SEBI and the relevant exchanges, and the disclaimer on www.omsaifinasolutions.com, before investing.

Terms & Conditions

By using this website you agree that its content is provided for general information and may change without notice.

While we take care to keep information accurate, we do not guarantee that it is complete or up to date.

Links to fund houses, government departments and other websites are provided for convenience. Those websites have their own terms.

Use of the Urs Client Portal is subject to the terms presented when you log in or sign up.