About Us

AUM Financial Advisors

Founded in Nov  2008, your form AUM Financial Advisors is a boutique Wealth Management & Financial Planning initiative that counts more than 500 Families as its Clients spread over more than 27 cities across India (see map below) & NRI clientele in more than 15 countries abroad…
Your firm today manages more than Rs. 100 Crores of Wealth…
AUM Financial Advisers is into Wealth Management, Financial Planning, Mutual Funds Advisory, Tax Investment advisory & Mutual Funds Distribution…
Your form Advises on all financial aspects affecting your Wealth but distributes only two products.

  • Mutual Funds
  • Portfolio Management Services (PMS)

Nobody Understands WEALTH MANAGEMENT like we do

About founder CEO

NIRAV PANCHMATIA

Blogger | Wealth Manager | Financial Coach

Mr. Nirav Panchmatia  started AUM Financial Advisors in 2008 & it today manages Assets Under Management in the vicinity of INR 1250 Million with Clientele spread across 27 Cities in India & catering to NRI Clientele in more than 17 Countries abroad…

The first decade was spent in the financial Capital of India, Mumbai, reporting only to the Top Most Management at ICICI Group, Citigroup, Tata Administrative Services, Mahindra & Mahindra, Quantum Advisors etc…While at ICICI Group Nirav was working in the Chairman’s Office & in the MDs Office @ TAS…Nirav was handling the Proprietary Investment Book & Subsidiary Business@ ICICI …He later worked with Quantum Group that today manages India’s biggest PMS Portfolio…

The next decade saw Nirav embarking on an entrepreneurship Journey when he launched AUM Financial Advisors in 2008…Over the last few years AUM Financial Advisors has won many accolades & Awards & caters to more than 250 Families & Corporates across India …

Nirav Panchmatia is a regular on India’s Leading Business Channels BLOOMBERG QUINT where he appears on The Mutual Fund Show & on CNBC Awaaz where he appears on its Financial Planning Show Your Money

Nirav Panchmatia the Founder CEO & Chief Strategic Advisor has had an illustrious career spanning more than 2 decades in the world of Finance…

Nirav also writes frequently for The Economic Times, The Hindu Business Line, Business Standard, The Times of India & has also been quoted in The Asian Wall Street Journal…

Educational qualification:

  • Chartered Accountant (CA)
  • MBA Finance from Narsee Monjee (NMIMS) Mumbai
  • Executive Development Program from
    IIM Ahmedabad
    IIM Bangalore
    IIM Indore
  • AMFI Certified Financial Services Professional
  • Retirement Planning Professional from American Academy of Financial Management, India

Awards & Accolades…

  • Instrumental in Valuation of & executing the 1st Stake sale in National Stock Exchange of India (NSE) to New York Stock Exchange (NYSE) , a USD 2 Billion transaction & first of its kind in India
  • Instrumental in Valuation of & executing the 1st Stake sale in National Commodities & Derivatives Exchange (NCDEX) of India to Inter Continental Exchange (ICE) , again a first of its kind in India Both the above transactions are considered landmark transactions in India…
  • Successfully conducted more than 57 Seminars on Topic INVESTMENT SECRETS of WARREN BUFFETT at various Organizations, Institutions across India
  • Nirav is on panel of National Academy of Direct Taxes (NADT) & National Academy of Defense & Planning (NADP) where he regularly teaches IAS, IRS & IES Officers on Financial Planning & Wealth Management topics…