AUM ENTERPRISES - General Insurance Agents
Member since Jun 28, 2017
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About Me
Hello,
Since 2014 I am into Investment Advisory profession ( +8 years of Banking Experience) and recommending investors on their financial planning. Understanding investor's requirement, recommending as per need, implementing on decided plan and review of the portfolio, best described my working style.
Keeping transparency with investors at every stage, guiding on their financial goals keeping investor's interest in mind are few principles which I follow.
About Work Experience
Hello, after 8 years of banking and finance experience, I moved on and decided to start of my own venture called "AUM ENTERPRISES", where I can guide investors on their financial planning, goal setting and achievements, based on their profile and risk appetite. Being an Independent Financial Planner, I have only 3 jobs to be completed for investor ie. Research, Recommendation and Review. I am managing over $2 million of assets currently and growing steady month on month.
Experience & Qualification
Qualification
BCOM, PGDBM, MMM, CFP
Experience as an Advisor
11 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Portfolio Management Schemes
Housing Loans
Loan Against Property
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
AUM ENTERPRISES
701, RAMKUTIR CHS, INDRALOK PHASE 5,,
BHAYANDAR EAST,
Bhayander East,
Thane,
Maharashtra, 401105
LICENSE
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Mutual Fund -
ARN No.
77777 - Validity -
15-10-2025
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