About Us

AUM Financial Consultants was establised in 2007 to help clients manage their personal finances professionally. We do this by identifying their financial goals, developing their personalised financial plans and then providing them sound financial advice along with all assistance to invest their funds.

Depending on our client's preference we also offer Risk-based and Tenure-based investment options . We carry out periodic reviews to maximise the returns. 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.

What do we offer?

AUM Financial Consultants offers;

  1. Child Education
  2. Child's Marriage Planning
  3. Retirement Planning
  4. Goal Planning

Founder

AUM Financial Consultants was founded in 2007 by Vivek Mulay who has over 15 years of experience in the financial services industry as an independent financial consultant. AUM Financial Consultants 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