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.
Tell me moreHigh cost of medical facilities and hospitalization can be financially strenuous during medical emergencies and Health Insurance covers your finances during such events.
Tell me moreLife Insurance provides your family with financial security in turn of unexpected events and provides you with peace of mind.
Tell me more54EC bonds, or capital gains bonds, are one of the best ways to save long-term capital gain tax.
Tell me moreSovereign Gold Bonds (SGBs) are the perfect alternative to investment in physical gold.
Tell me moreAs 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.
Tell me moreWe are dependable, not only for the services we provide but also for how we carefully develop the relationships.
Striving to do more and be great. Lasting success is not possible without excellence.
With a genuine "Customer First Approach", we proactively cooperate with investors on resolving their issues.
With a legacy of more than 17 years of Industry Experience, AUM is a well known brand in itself.
Our founder with an experience of more than 30 years, brings in the highest level of ethics and discipline into our daily practices.
We believe consistency and delivering personalized solutions are the key to building trust among our investors.
Transparency in business is the basis for trust between a firm and its investors, customers, partners, and employees.
Customer satisfaction is our major goal. See what our customers are saying about us.
"As middle-class people, we always believe that our dreams would come true. So, without a cashflow or correct saving, we won't be able to achieve those stellar results. As a result, we require the services of a competent financial distributor to guide us. This is when I met Mr. Ajay Sood, who is a gem of a person and extremely knowledgeable. He not only invested my funds but also kept reviewing and discussing with me about the change in my plans and goals. He helped me and my family set our financial goals. I was pretty clear that I would not work after the age of 45, I wanted a retirement corpus. And it's a miracle, that today I have not only retired early, but also purchased a home along with my other financial goals. Me and my family are now Financially Independent."
Mr. Shailesh Syal
Senior Executive, Oil Industry Expert, Associated Since 2005
"I didn't trust mutual funds 12 years ago, but after a while, I found them to be really safe. Mr. Ajay Sood, the company's owner, was introduced to me by one of my colleagues. The best thing about AUM is they would always deal with 100% transparency and never try to please the clients. Even if you ask them to take more risk just to achieve the goals early, they will never do it. The entire focus of the team is on managing family portfolio’s risk. And I appreciate that a lot, especially because this strategy has worked very well for me and my family. All of their plans are goal-oriented, and I plan to retire in a few years. I am feeling great, and my wife feels the same way. I believe we have the required corpus because we planned ahead of time."
Mr. Uday Jadon
Vice President, Great Offshore, Mumbai, Associated Since 2008
"I'd like to share some thoughts on why financial planning is important and how even small saves can help us reach our financial objectives. My young kid is also inspired by my efforts, and he has also started saving some money and spreading the word to his friends. I am really glad that my son has started to understand how our small savings might help us achieve our goals."
Mrs. Chetna Modi
Home Maker since 2017
"I used to invest in the stock market, and I recall being frustrated at the time, wondering why I was getting such low returns. The AUM Team was actually really helpful in making me understand the concept of risk and rewards of long term investing. The team has always provided me with the best services because of which I am able to invest with ‘Complete Peace Of Mind’. I would like to thank the entire AUM team."
Mr. Manish Jariwala
Hotel Entrepreneur, Associated since 2009
"When I was working for the Surat Airport Authority, I met Mr.Ajay Sood. He presented me the concept of a Systematic Investment Plan (SIP), which helped my family achieve our financial goals. I've been investing in various mutual fund schemes through SIP for the past 16 years and today it has aided me in creating a large financial corpus. Thanks to the entire AUM team for their unwavering assistance in the area of my family investments."
Mr. Sachin Khangar
DGM, Airport Authority of India, Associated since 2004
“We are absolutely delighted with your services. It is really refreshing to work with a financial distributor who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the patience with which my queries were dealt with, your depth of knowledge, lateral thinking and your common-sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible"👍
Thank You Very Much to Shri Ajaybhai Sood & Best Wishes to entire TEAM of AUMISPL Group...💐Mr. Niren Mehta
Assistant GM, Prime Co-Op Bank Ltd., Associated since 2007
"Our association with AUM ISPL and Ajayji is more than a decade old. Aum has tried hard and succeeded in making this journey comfortable and mutually beneficial. Despite huge upward as well as downward movement in the stock markets they have always guided and made sure that their investor’s family gets continuous and sizeable returns. We look forward to similar timely guidance from AUM Team to make sure this journey continues and gets even more prosperous. We also welcome Keshav Sood, the new generation on board with high expectations from them and a special mention to Mrs. Kapila for her prompt services. Our Heartfelt Best Wishes to Mr. Ajay Sood & Aum Family for a financially bright future ahead."
Mr. Sanjay Virenrdra Vij & Mrs. Suruchi Sanjay Vij
Director, Madhur Financial Services, Associated Since 2006
"Since 2007, I've been acquainted with AUM insure and secure Ltd. I'm quite impressed and grateful for the assistance they've provided to help me manage my portfolio. They manage financial demands and prepare according to market requirements in a timely manner. I feel honoured to be a part of their family. In their future pursuits, I wish them all the best."
Mr. Allagappan Ramaligam
Physiotherapy Lecturer, Sarvajanik College since 2007
I've been with Aum Insure and Secure Pvt. Ltd for the past ten years, and I've always had excellent service from them. I made a SIP in SBI with the help of Aum Insure and Secure Pvt. Ltd., and it was my first SIP investment when I was in Vadodara. Since then, I've been in touch with Sheetal madam. Sheetal Madam gave me wonderful financial advice and I started SIPs one by one.Whenever I make a plan to invest, I always contact Aum Insure and Secure Pvt. Ltd., and Sheetal madam, in particular, assists me and provides me with sound financial advice.
Mr. Ashish Babar
Pidilite Industries Ltd, Area Sales Manager since 2008
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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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