MORE THAN A SUBSCRIPTION. A FINANCIAL SERVICES PARTNERSHIP.

Choose the membership tier aligned with your financial coordination requirements. Each plan offers structured service assistance and dedicated support.

UCMS Start

UCMS Grow

UCMS Prosper

₹499/mo

Billed monthly or annually

₹1,099/mo

Billed monthly or annually

₹1,999/mo

Billed monthly or annually

Foundational support plan designed for individuals initiating disciplined financial coordination and core service assistance across essential desk facilities.

Comprehensive service tier offering expanded coordination across active portfolio distribution, insurance desk reviews, and priority processing.

Full-spectrum advisory facilitation tailored for discerning families requiring multifaceted financial coordination and senior officer assistance.

• Standard assistance across designated facilities • Periodic service review and consultation scheduling • Member helpdesk and documentation coordination

• Enhanced desk assistance across all core verticals • Priority appointment access and quarterly account sync • Dedicated documentation liaison and consolidated reports

• Direct executive concierge for all administrative needs • Comprehensive multi-vertical documentation review • Expedited loan documentation support and direct liaison

Membership Benefits

Receive structured guidance and professional administrative assistance across our key financial domains, customized to your selected subscription tier.

Health & Life Insurance

Mutual Fund Distribution

Loan Assistance

Independent policy assessment, coverage requirement evaluation, renewal administration, and dedicated claims documentation facilitation tailored to your profile.

Systematic investment plan onboarding, portfolio rebalancing guidance, tax documentation coordination, and regular consolidated holding performance reviews.

End-to-end guidance across secured loans, eligibility evaluation, interest structure comparison, and meticulous paperwork preparation for financial institutions.

How It Works

Select a Subscription Plan

Complete Registration & Payment

Receive Confirmation & Services

Review the UCMS Start, Grow, and Prosper tiers to determine the degree of consultation and coordination required for your household.

Submit basic contact details through our secure gateway and complete your recurring or annual membership subscription payment.

Obtain your unique membership identity document and immediately access scheduled consultations across your designated financial services.

Subscription Fees & Renewals

Regulatory Disclosures & Limits

Membership fees are charged in advance according to your selected billing interval. Subscriptions renew automatically at the end of each billing cycle unless cancelled prior to the renewal date via your account settings.

UCMS membership constitutes a professional facilitation agreement. Subscription to UCMS does not mandate the purchase of any insurance policy or financial instrument, nor does it guarantee specific outcomes.

Cancellation & Refund Policy

No Guarantees Implied

You may cancel your membership at any time with immediate effect for subsequent periods. Subscription fees already incurred for active billing periods are non-refundable once administrative onboarding has commenced.

Subscription does not guarantee investment returns, loan approvals, or insurance claim settlements. Loan sanctions and insurance claim settlements remain subject to independent third-party underwriting and regulatory criteria.

Frequently Asked Questions

Review key details regarding plan selection, payment terms, benefit coordination, and cancellation policies.

How is membership pricing structured?

How do I access my membership benefits?

Plans begin at ₹499/month for UCMS Start, ₹1,099/month for UCMS Grow, and ₹1,999/month for UCMS Prosper. All prices are transparent with no hidden joining fees.

Upon enrollment, you receive your unique member reference code and can immediately schedule appointments with our desk teams across insurance, mutual funds, or loan assistance.

What payment methods are supported?

Can I cancel or upgrade my plan at any time?

Payments can be completed via standard digital methods including UPI, major credit and debit cards, net banking, and automated mandates for seamless cycle renewals.

Yes. Plan upgrades take effect immediately upon settlement of the differential charge. Cancellations halt subsequent billing cycles without penal charges.

CHOOSE YOUR UCMS MEMBERSHIP

Begin your dedicated financial services partnership today and coordinate your wealth with disciplined professional backing.