Uma Velan

Oaktree Financial Planning

Certified Financial Planner

Service Location

Mumbai

Professional Licenses

FPSB

#IN149946

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

160, Powai Plaza, Hiranandani Business Park Powai, Mumbai - 400076.

Website

https://www.oaktree.in

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Uma Velan

Oaktree Financial Planning empowers individuals and families with financial clarity through expert-driven strategies and personalized guidance. Rooted in trust and integrity, the firm helps clients build strong financial foundations—enabling them to grow with purpose, security, and peace of mind. Like a mighty oak, Oaktree stands as a symbol of strength and dependability in the ever-changing financial landscape.

Founded in 2008 by Uma Velan a Certified Financial Planner (CFP®) with over two decades of industry experience, Oaktree began with a mission to simplify financial decisions for everyday individuals. Over the years, the firm has expanded its offerings to include holistic solutions across investments, insurance, retirement, tax, and estate planning, ensuring that clients receive comprehensive, end-to-end financial care.

Oaktree’s vision is to create a world where everyone can pursue their dreams with clarity, confidence, and financial freedom. With personalized advisory, portfolio consolidation tools, and dedicated relationship managers, the firm ensures a seamless client experience. Regular reviews, fast execution, and transparent communication make Oaktree a trusted partner in achieving lasting financial success.

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