Why choose us?

Why AUM Financial advisors?

  • Unbiased, Research based ADVICE
  • GOAL based Planning
  • Strict adherence to Clients RISK Profile
  • Asset Allocation is at Core of our Planning
While many can give you Advice on where to Invest, One also needs Guidance on how to protect the PROFITS that one has already made…this is something that is very rare… Wealth Creation is one aspect of Investing, another equally Important is PRESERVING that wealth that we have created for you… that calls for a sound EXIT Strategy…
well we @ AUM Specialise on exactly this…

Wealth Preservation is as important as Wealth Creation…

Who can be our Client?

Any Indian who carries an Indian Passport or a Person of India Origin (PIO) Card Holder & wishes to gain from the Future potential of Indian Economy can be our Client…

AUM Financial Advisors currently services Clients in more than 27 Cities in India & NRI Clientele in more than 17 Countries abroad…

Even if you are on MOON but you are a Person of Indian Origin, we shall Serve you

Just One thing…

We serve INVESTORS only who have a Long Term Horizon for their Investments do not cater to Traders or Speculators with a short-term Investment Horizon…

@AUM we serve INVESTORS who have a Long Term Investment Horizon …

We do not cater to Traders or Speculators with a short-term Investment Horizon…

WHAT OUR CLIENTS

SAY ABOUT US

When it comes to rendering Investment Advice to NRIs, I think AUM Financial Advisors is amongst the best

MR. SUCHAK

Designation: Pharma Professional USA

I met Nirav & got introduced to his Financial Planning outfit through a common friend a few years back & to this day I am grateful to my friend for Introducing me to this form…His EXIT Strategy & Wealth Preservation Techniques are nothing short of great

DR. MALIK

Designation: Chandigarh

Although I am a Banker , I trust Niravs Wisdom, his sharp acumen & his Expertise in Financial Planning & Advisory more than any Financial Institution… I am a very happy Client of AUM….

MR. SEHGAL

Designation: India’s Leading Pvt Bank Regional Head

Its been around 8 Years now that AUM Financial is doing Wealth Management for me & my family & our Experience with the form is simply amazing…AUM has created immense Wealth for us…

MR. CHIRAG

Designation: Businessmen, New Delhi

Nirav is an astute Wealth Manager & really takes good care of his Clients Money; I trust him more than myself when it comes to hanging my money…

MR. THAKKAR

Designation: Animation Expert Mumbai

I would rate Nirav & his firm AUM Financial Advisors better than the best Financial Institutions in Mumbai…

MR. BHASKAR

Designation: Serial Entrepreneur Mumbai

Nirav is highly Qualified & his Corporate Experience in Mumbai reporting to the Top Management in Tata Administrative Services, ICICI Group, Citibank etc really helps him create Wealth for Clients…

MR. BHUPENDRA

Designation: Mumbai