ABOUT

Find out more about us and start building your financial future.

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 a worry-free life, are financially stable, and can focus on their personal interests.

Get the most reliable advice to ensure that your money flows in the right direction. As a financial company, we understand the uncertainty of the financial market and our highly qualified team always keep our clients updated so that they can make more and more money.

Here we fulfil your dreams to make money by providing most authentic advice with 24/7 proper assistance and fast SMS/messenger service.

Years of powering financial growth

It’s been a long journey! With a strong commitment to ethics, a relentless focus on quality and an attitude of excellence, we have created a journey to success. Incorporated into our corporate culture, these founding principles have guided us to the pinnacle we have reached today. AUM Financial Services has evolved into a company that provides all companies with financial services under one roof.

With a team of dedicated experts, we are able to provide the best financial advisory aids to our clients.

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 a worry-free life, are financially stable, and can focus on their personal interests.

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Our Philosophy

We believe our core value to clients is rooted in a strong advisory relationship distinguished by a personal and long-term approach. This begins with understanding the client’s emotional and intellectual needs in relation to finances, as well as, their life objectives and financial goals. It is our job to assist our client’s in becoming informed decision-makers.

We call our style ‘live minimalism’. Live minimalism is not about a or visual look. It refers to inner feelings, to your true self.

Our Missions

We call our style ‘live minimalism’. Live minimalism is not about a or visual look. It refers to inner feelings, to your true self.

Our Vision

We call our style ‘live minimalism’. Live minimalism is not about a or visual look. It refers to inner feelings, to your true self.

Our Values
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years of experience
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awards winning
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Offices Worldwide

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

Our Clients

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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