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ABOUT US
 

AUM FINANCIAL CONSULTANTS ventured into noble profession of Personalised Financial Services & Investment Services with a prime motto to educate, encourage & motivate individuals to inculcate the habit of savings according to their capital needs.

The importance of Financial Services cannot be ignored in these times of volatile markets & economic instability. Nuclear families, rising inflations & living costs, educational  & medical expenses, uncertain retirement benefits, low returns on deposits & greater life expectancy level just highlight the need to plan one’s finances even more.

We have always endeavored to understand individuals needs, analyze risk appetite & then  plan investments to meet the financial goals one hopes to achieve in future.

The aim is to bridge the  financial gap between where one is and where one wants to be in future.

The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market .


Our Services

Financial Services

Wealth Management
  • Tax Planning

  • Mutual Funds

  • Insurance

  • Fixed Deposits and Bonds

CREDENTIALS

  1. Certified Personal Financial Advisor – (CPFA)
    Exam conducted by National Institute of Securities Markets

  2. AMFI Certified Mutual Fund Advisor

  3. More than 15 years of experience in Financial Markets

  4. Gold Partner with Reliance Mutual Fund

Some Basic Investment Tips

  1. Start Early

  2. Invest Regularly

  3. Ask yourself how much risk you can take

  4. Be aware of the fact that inflation will eat into your earnings

  5. Know the time period you need to be invested and stick to that..

  6. Spread your investments across various asset classes depending upon your risk appetite , time horizon and expected returns.

  7. Review your investments periodically.

  8. Time in the market is important and not timing the market.

  9. Use Systematic Investment Plan

 
 
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ARMFintech Consultants (P) Ltd