AUM Wealth Services

Welcome to aum wealth

Our core objective is to provide financial planning for individuals, corporate and ensure they maximize their wealth, thereby achieve their financial objective. Our exclusive professional & unbiased approach squeezes out the maximum “Return On Investment” for the investor. Everyone will have their own ideas, plans and convictions on their personal finance based on their knowledge, but we have taken up financial planning as our profession, passion and we possess the expertise, in-depth knowledge and experience in financial planning. More than 16 man years of Experience in Wealth Management. Managed around INR 120 Cr of SME, Listed – Corporate and HNI Wealth.

Transact Online

Easy Account Opening

Safe & Secure

Reliable Tracking & Investing

Expert Research Desk

Market Beating Returns

Professional Advice

Customized Investment Solutions

Use our constantly expanding knowledge bank to expand your wealth exponentially

How can we help

Market Management

Regular updates to clients on their portfolio and market conditions
Educate and guide clients on the Rationale of Investing
Enable clients to realize their financial goals
Render exclusive and best service

5 Step Mantras

Market Research
Fund Research
Fund Selection
Asset Allocation
Tax Planning

Relationship Management

Exclusive personal & dedicated service to our clients
Unbiased and accountable service
No conflict of interest
No revenue target pressures

Our Clients

Mutual Funds

Mutual funds pool money from several investors to invest in other financial instruments. SEBI makes the policies for mutual funds and regulates the entire industry, making it very safe and pro-investors.

Direct Equity and Derivatives

Direct Equity Trading is the purchase or sale of a Company's share or stakes using the stock exchange.

IPOs, Bonds, Corporate FDs

Every company needs money to grow and expand. An initial public offering (IPO) is a company's first public invitation in the stock market - the first time it sells its shares to the public and thereby raises money for growth and expansion.

Insurance (General & Life)

Insurance protects us from financial losses on damages to the assets we value most. Although nothing can be done to avoid the unpleasant surprises in life, insurance can help mitigate the financial loss and offer protection from various perils

Corporate Team Events

AUM Wealth Services Event Management Team applies proven human behavior techniques to build team unity in an effective way.

Training and Workshops

AUM Wealth Services courses are less academic, and more knowledge-oriented, to make sure that the learner understands all the important concepts to excel in the chosen industry.

CLIENT TESTIMONIALS

Mr. Krishna Kumar Saxena

President Procurement, BGR Energy Systems Limited

One of the traditional ideas behind investing is to 'take care of the family', and that is what I did by managing investments for my parents and my wife as well. When Prime Investor Service analysed my investments however, there were a lot of changes that they suggested to a... Read More

Mr. Natarajan G

GM, Clarion Cosmetics Private Limited

I work as the President HR of BGR Energy. While I have been investing my savings in various funds for many years now, it has not been because of any product knowledge that I had, but rather based on sales pitches from various banks and investment advisors. However, Prime Inv... Read More

Mr. Venkataraman S

President HR, BGR Energy Systems Limited

I am an 85 year old man with an incapacitated wife. My children are all settled in the USA and Europe. I had my investments managed by another company, when I met with the team at Prime Investor Service. I found that most of my investments were in long term equity and bonds.... Read More