About

We provide solutions for all the financial needs of our esteemed clients.
Leveraging the Experience of First Generation with the Knowledge of Second Generation

Leveraging the Experience of First Generation with the Knowledge of Second Generation

Mr. Ajay Sood is a compassionate, ethical, and pure-hearted individual who believes that 'Customer's Trust' comes first in client relations. In the past, he has worked with UTI in the 1990s. During his job, he noticed that people in the markets have their own financial aspirations, but they don't have the proper guidance in realizing them because they are unaware of how the stock markets behave and work. 

Throughout his 35+ years of industry experience, he realised that Mutual Funds have immense potential to create serious wealth for an individual. He is enthusiastic about financial markets and, surprisingly he does not come from a business background. He founded AUM Insure and Secure Pvt. Ltd (AUM-ISPL) in 2004 and it has been a wonderful journey for the last 19 years. As an AMFI registered Mutual Fund Distributor, he consistently maintains ethics and transparency.

Mr. Keshav Sood who has a dynamic personality is quite energetic when it comes to his clients and their services. He has a curious mind, which makes him quite aggressive in his pursuit of financial knowledge. He strongly believes in adapting to the technological advancements to cope up with the ever-changing world of Mutual Funds and Financial Investments. 

Keshav is a Certified Financial Risk Manager, FRM(US) and Chartered Financial Analyst, CFA(US)

He strongly believes Mutual Funds Sahi Hai, but if you don't have the professional knowledge and experience, then Mutual Funds Aapke Liye Nhi Hai. He is actively mentoring and helping today's Do-It-Yourself (DIY) Investors. Currently he is on a mission to encourage youth and their families to become financially literate and to make everyone understand why should they begin taking their financial objectives seriously. 

 

Our Mission

Creating wealthy families all across the world with Complete Peace of Mind.

Our Vision

To secure the Financial Future of our investors and their families by providing personalized services in the most Ethical and Transparent way possible.

Our Core Values

We strongly believe that the foundation for the growth and success of our organization has been driven by our Core Values. These values flow from the top management to the entire organization and we, at AUM, truly implement them thoroughly.

Our Core Values

Meet our team of professionals

4298

Total Clients

19

Years of Experience

9568

Active Folios

67

Awards Won

Happy Customerss

Don't take our word for it. See what 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
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
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
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
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
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
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
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
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
Mr. Ashish Babar

Pidilite Industries Ltd, Area Sales Manager since 2008