[ OUR SERVICES ]

What Can We Offer

Investment advisory services

Get the best advice to free yourself from the constant worry of choosing the best investment option.

Mortgage advisers and brokers

Do you want to buy real estate and are looking for a loan? Let us help you find the best financial institution.

Financial planning

We can help you plan your finances for the present and future that would all match your financial needs.

Compliance consultancy

Want to know more about labour law compliance or industrial law compliance but don't know where to start? Get in touch with us.

About us

About us

AUM Financial Services was founded in 2007 to assist people in planning and managing their personal finances. Based on the client’s financial goals, we provide financial planning that gives them peace of mind regardless of economic conditions. Thus, they live worry-free life, are financially stable, and can focus on their personal interests.

Working Process

We follow a work process that makes it easy for us to know our clients so that the appropriate services and expert advice can be provided to meet their financial needs.

  • 01
    Assesment

    Assess the client's financial and personal circumstances

  • 02
    Set Goals

    Select goals that are in line with the expectations of the client

  • 03
    Planning

    Present the client with a financial plan and recommendations

  • 04
    Execution

    Put the plan into action and track its progress

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Current Clients
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years of experience
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awards winning
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Offices Worldwide

Our Clients

[ testimonials ]

What People Say

Thank you for your work in the past. We appreciate your dedication to us. Our financial affairs have been handled by you with excellent expertise and attention to detail. We have saved significant amounts of money as a result of your continuous advice on financial planning issues. May you prosper, along with your clients.
Priya
To be a Professional Financial Adviser, one must be passionate about what they do, know their market, and have a genuine desire to help others achieve their financial goals. AUM Financial services possess all of this.
Suresh
It has been an absolute pleasure working with you. Working with an adviser who truly cares about their client's needs, circumstances and preferences is a very refreshing experience. I appreciated the way you looked at the situation from a variety of perspectives, your depth of knowledge, lateral thinking, and common sense approaches. The professionalism, ethics, and care you display engender my trust and respect, and I gladly recommend your services whenever possible.
Bryan
I would like to thank each of you who drafted our advice. Our complete faith in you has been reaffirmed by such a comprehensive report. Again, thanks for everything. We appreciate your efforts.
Reshma
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