AUM Financial services was establised in 2007 to help clients manage their personal finances professionally. We do this by identifying their financial goals and then providing them suitable investment products along with all tools and interface for easy tracking anytime and anywhere

Depending on our client's preference we also offer Risk-based and Tenure-based investment options . We carry out periodic reviews to ensure optimum asset allocation. This gives our clients complete transparency, hassle-free investment experience that gives long-term peace of mind through all type of economic situations. Clients can track their portfolio anytime, anywhere (24 x 7) using our website and mobile app.

Looking to invest through us

AUM Financial Services offers;

1. Funds suitable for Child's Education needs
2. Funds suitable for Child's Marriage needs
3. Funds suitable for Retirement needs
4. Funds suitable for Wealth Creation

Founder

AUM Financial Services was founded in 2007 by Vivek Mulay who has over 15 years of experience in the financial services industry as a Mutual Fund Distributor. AUM Financial Services has helped hundreds of clients during this period.

Founder's credentials

1. Educational qualifcations: B. Sc, DMM, DBM, MMS.

2. Professional qualifications:

• Certified Financial Planner (CFPCM)
• NISM ADVISOR LEVEL 1, National Institute of Securities Markets.
• NISM ADVISOR LEVEL 2, National Institute of Securities Markets.
• Mutual Funds Distributor, AMFI.

Looking for a reliable Mutual Fund Distributor in Pune?

AUM Financial Services stands out as the best Mutual Fund Distributor in Pune with a track record of helping clients achieve their financial goals.

With expert guidance tailored to your risk profile and investment horizon, we ensure smart and secure investments.

AUM Financial Services offers personalized attention and ongoing support.

Our commitment to transparency and client satisfaction makes us a trusted name in the industry.

Choose the best Mutual Fund Distributor in Pune—choose AUM Financial Services.

AUM Financial Services is recognized as the Top Mutual Fund Distributor in Pune, offering expert investment solutions to meet diverse financial goals. With years of experience and in-depth market knowledge, we provide personalized guidance tailored for each investor. Our commitment to client success and transparency sets us apart in the industry.

As the Top Mutual Fund Distributor in Pune we focus on maximizing returns while managing risks effectively.

Clients trust AUM Financial Services for consistent performance and dedicated support. For professional and dependable investment guidance, AUM Financial Services is the ideal choice.

Awards and Accolades