What we do?

OUR SERVICES

Mutual Funds

Mutual Fund offer investors a host of benefits such as diversification, professional money management, economies of scale, transparency, and liquidity. It is a must when it comes to financial goal planning.

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Medical Insurance

High cost of medical facilities and hospitalization can be financially strenuous during medical emergencies and Health Insurance covers your finances during such events.

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Life Insurance

Life Insurance provides your family with financial security in turn of unexpected events and provides you with peace of mind.

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RBI Bonds and Capital Gains Bonds

54EC bonds, or capital gains bonds, are one of the best ways to save long-term capital gain tax.

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Sovereign Bonds

Sovereign Gold Bonds (SGBs) are the perfect alternative to investment in physical gold.

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NRI Services

As per section 6(5) of FEMA, NRIs can continue to hold the securities purchased as a resident Indian, even after becoming a non-resident Indian, but has to transfer the shares to his NRO account.

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WHY CHOOSE AUM

Our Core Values are summarized in the abbreviation of "RESPECT"

Reliability

We are dependable, not only for the services we provide but also for how we carefully develop the relationships. 

Excellence

Striving to do more and be great. Lasting success is not possible without excellence.

Service Oriented

With a genuine "Customer First Approach", we proactively cooperate with investors on resolving their issues.

Proven Track Record

With a legacy of more than 17 years of Industry Experience, AUM is a well known brand in itself.

Ethics

Our founder with an experience of more than 30 years, brings in the highest level of ethics and discipline into our daily practices. 

Consistency & Customized Solution

We believe consistency and delivering personalized solutions are the key to building trust among our investors.

Trust and Transparency

Transparency in business is the basis for trust between a firm and its investors, customers, partners, and employees.

Happy Customers

Customer satisfaction is our major goal. See what our customers are saying about us.

4298

Total Clients

19

Years of Experience

9568

Active Folios

67

Awards Won

Serving clients across the globe

Serving clients across the globe

How It Works?

Our 3 Working Principles

Start Early

You will be surprised to see the Magic of Compounding

Stay Invested for Long Term

Make volatility your Friend

Don't just Plan

Review your portfolio on a regular basis

Learn about our Legacy

Learn about our Legacy

AUM INSURE & SECURE was founded in 2004 with the goal of providing world-class services to customers in order to help them achieve their financial independence with "Complete Peace of Mind". The firm structure has grown from one team member to a team of professionals today, and the same ethics and transparency run through the company and every team member. 

The last 17 years has been a remarkable journey of catering to more than 4000 clients spread across not just various states and cities of India, but also Internationally. We are humbled to serve our clients spanning different corners of the world, such as the United States, Australia, United Kingdom, Muscat, Dubai, South Africa, Malaysia, Singapore, and Canada, to name a few. The entire client base has developed via referrals, indicating that our clients have complete faith in us and that we value long-term relationships with them. We look forward to reaching more such families and increase the financial awareness among society. 

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4000+

Satisfied Customers

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Let’s make something great together. We are trusted by over 4000+ clients. Join them by using our services and grow your investments.

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