A one of its kind PRIVATE WEALTH MANAGEMENT initiative......
...... using Mutual Funds.

Generic Investment advice today is available everywhere - in newspapers, in magazines and on the internet too, absolutely free of cost. Friends, neighbours, colleagues & co-workers are always giving us free investment advice. But are the investment journal, the business daily or your acquaintance who himself might be an amateur, competent enough to give you investment advice?

Is your neighbour/friend/ relative an expert on asset allocation? And should you formulate a long term investment strategy on your own or with amateur advice & risk your life's savings? Affluent investors like YOU need advanced strategic guidance and advice in order to PRESERVE your hard earned WEALTH as well as to see it GROW year after year.

WEALTH MANAGEMENT is an extremely personalized activity, best left to EXPERTS, who are QUALIFIED enough, are free from any bias whatsoever, have the necessary ADVISORY Capacity & are knowledgeable enough to react to any kind of challenges that come with managing your hard earned WEALTH.

Here is where we come into the picture..

AUM Financial Advisors with its vast experience & expertise in wealth management is best placed to help you manage & grow your hard earned WEALTH. (to know more, visit our About Us section). "AUM Financial Advisors has pioneered the concept of WEALTH MANAGEMENT via Mutual Funds in India".

Let me explain. Normally, Wealth Management is done via equity shares & other asset classes. But we at AUM believe that equity as an asset class is too risky & volatile & costly too as one incurs brokerage & tax costs on frequent chiurning.

Mutual Funds offers exposure to all asset class (except real estate), may it be Direct Equity, Debt . Gold, Oil, Commodities etc, at a fraction of the cost. The universe & therefore the choice, is wide too. There are 1000+ schemes on offer by 40+ Mutual Fund companies across all asset classes & they come at a very economical cost. Mutual Funds therefore have all the qualities to help us create a dedicated investment portfolio for YOU, our HNI client.

Our Wealth Management service consist of a comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. Our wealth advisors suggest optimal re-allocation of your portfolio to address your current objectives as well as to benefit from new opportunities when they arise.

Who is this suitable for?

  Investors looking for a wide array of investment options and product-neutral advice
  Investors with large portfolios and who are looking to continuously diversify their wealth across asset classes
  Investors looking to make use of specific opportunities to maximize risk adjusted returns on their assets

Our Wealth Management services include the following:

      1. Detailed Profiling of the HNI Investor (by filling up a simple Form) & understanding your Financial Goals
      2. Creating a dedicated Mutual Funds portfolio with the objective of achieving your financial goals
      3. Quarterly Review of your Mutual Funds portfolio & suggestions for change, if any
      4. Monthly Mutual Funds statements in your mailbox
      5. 24 by 7 access to your portfolio ONLINE with dedicated login
      6. We also help you TRANSACT (buy/sell/switch) in Mutual Funds & manage your Mutual Fund portfolio for you. We shall do all the paper work for you.
      7. Tax efficiency management
      8. Existing Portfolio reconstruction
      9. Planning for creating a Retirement & Emergency corpus
      10. Developing Strategy for Capital Preservation & Growth

We off course charge a nominal Advisory FEE for the above service as we are strictly against commission based selling & the bias that is attached to the same.

For further details,

Get in touch>>>>>>>>>>>>>>Contact Us