Sales Executive Dashboard
Total Points - 4590 Points
Rating - ★★★★ (3.8)
Hello, Ujjwal Saxena | SE - 265092
Notifications Updates
Upcoming Scheduled Meetings
Product & Offer Launch Briefing
21 April 2026 | 03:00 PM – 04:00 PMMonthly Sales Performance Review
31 April 2026 | 11:00 AM – 12:30 PM
New Offer Launching Date
Long-Term Wealth SIP Plan – Launching on 21 March 2026
5 Year Saving Investment Plan – Launching on 21 March 2026
Upcoming Offer Expiring Dates
UCMS New Investor Welcome Offer – Expiring on 10 March 2026
UCMS Thank You Mom Investment Plan
For Mother's Day, many people often scratch their heads over what to gift their mother. The usual traditional gifts include taking her out for dinner with family, a dress, personal accessories, flowers, chocolates, etc. On this Mother's Day, do something different. Give your mother a financial gift that will grow in value over some time and help her in times of need. Financial gifts will help improve your mother's financial well-being in the long run. Apart from providing financial security, these gifts will empower your mother.


UCMS Capital Growth Investment Plans
The UCMS Capital Growth Investment Plan – 2-Year Option is a thoughtfully designed short-term investment strategy aimed at achieving steady capital growth over 24 months.
This plan offers a balanced approach by diversifying funds across equity, debt, and hybrid instruments, ensuring both potential for growth and a reasonable level of risk management.
It is ideal for individuals looking to grow surplus funds or meet medium-term financial goals such as a major purchase, business funding, or wealth building.
The flexibility of partial withdrawals after the first year also provides a degree of liquidity, making it a practical and goal-oriented choice for modern investors.


Key Features
Tenure: Fixed 2-year plan
Liquidity: Partial withdrawal allowed after 12 months
Risk Profile: Moderate – suitable for risk-aware investors
Goal-Oriented: Ideal for medium-term financial targets
Suitable For
Individuals with surplus funds
Investors aiming for wealth building over 2 years
Those planning for purchases, business use, or portfolio diversification


Redemption Form
Initiate the Redemption Request for the eligible Investors for the investment units under your active SIP plan with UCMS.
This form allows you to initiate the redemption of your eligible investment units under your active SIP plan with UCMS.
Please note:
Only redeem the eligible (unlocked) portion of the investment at any time during the plan.
Full investment redemption can be requested only after completing at least 60% of your total investment tenure, as per the terms of our long-term investment strategy.
The reserved portion will continue to stay invested and grow towards the maturity goal if full redemption is not applicable.
UCMS Request Tracking & Approved Responses
Total Raised Request - 273
Approved - 205
Rejected - 68
Req ID: UCMS - #REQ17689
Request Raised On: 02 April 2026 | 10:22 AM
Request Type: Early Closure Request
Customer: Shivam Gupta (SSIP-KSIP331)
Status: Approved
Company Response (Issued On: 02 April 2026 | 12:38 PM):
The request for early credit of the customer’s plan closure amount has been successfully accepted. The processing has been initiated, and the funds will be credited at the earliest possible time, prior to the scheduled date of 04 April 2026.
Status: Approved
Company Response (Issued On: 26 December 2025 | 05:23 PM):
“The requested investment scheme details have already been shared with the customer on the registered email address.”
UCMS One Investment Plans
UCMS Women Empowering Plans
Important Links
Your Questions
© Ujjwal Capital Management Services 2025-2026. All rights reserved.
UCMS SIP Investment Plans
UCMS Goal Oriented Empowering Plans
UCMS Wealthy Retirement Investment Plans
