About Us

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.


Awards and Accolades

We offer following specific solutions to our clients:

Below are the service offered by us to help you in investing for your various stages of your life so that you can live your life freely