Aum Financial Advisors- Mutual Fund Expert In Advisory | Portfolio & Investment U/s 80c


Mutual Funds are one of the most investor friendly investment boulevards available to the retail investor in India nowadays. Mutual Funds are an indirect way of fetching in-depth knowledge of the Indian equity market.
Our Mutual Funds expertise is our core competence and also our biggest strength. We have            couple of years experience in analyzing and studying mutual funds scheme. Each and every scheme that we suggest is elected after a thorough research and review. We rarely advise a scheme that has not seen at least three market cycles of ups & downs and still given compounded returns. For details visit http://www.aumfinancialadvisors.com

 

This is where we come into the picture... 

Under our Mutual Funds Advisory services, we offer you the following services:

1. Extensive review of your existing Mutual Funds portfolio.
2. Creation of a fresh Mutual Funds portfolio to suit your personal profile to match considering your risk profile and that helps you accomplish your ultimate financial goals.
3. Creating of a Mutual Funds portfolio particularly for Retirement Planning, Planning for Child Education & Marriage, a portfolio to help you buy a House, etc.

Our Mutual Funds Advisory service basically helps you in the following way:

I. If you are new to Mutual Funds

We shall first understand your profile, needs, risk taking capacity, current financial situation etc. Then, we shall create a dedicated Mutual Funds Portfolio for you such that it helps you achieve your financial goals in the shortest possible time. For details visit http://aumfinancialadvisors.com/mutual.html

II. If you already have a Mutual Funds Portfolio

We shall evaluate your Mutual Fund portfolio based on our expertise of Mutual Funds & suggest necessary changes, if any. The reconstructed Mutual Funds portfolio shall help you achieve your financial goals efficiently. For details visit http://aumfinancialadvisors.com/mfportfolio.html

III. Looking for Investment u/s 80c to avail tax deduction.

To avail Tax deduction up to a max of Rs. 1 lack from total income as allowable in Income  Tax Act for investment u s 80c also  for further Investment avenues &/or contributions feel free contact AUM Financial Advisors. For details visit http://aumfinancialadvisors.com/taxsaving.html

IV. Constant look at Top performing tax saving mutual funds

For Evaluation of Best performing mutual funds, NFOs, Mutual Funds Returns Calculation and Top performing tax saving mutual fund contact AUM Financial Advisors. For details

http://aumfinancialadvisors.com/mutualfunds.html

 

Our allied services:
1. Real time online access to your portfolio 24 by 7.
2. Monthly email updates of your MF Portfolio in your mailbox
3. Half yearly review of your portfolio based on changes in your financial goals
4. Professional management of your portfolio to suit your specific needs
5. Complete paperwork is handled by our back-office; you do not have to worry about the same
6. We shall be mailing you your "Capital Gains statement" at the end of the financial year which takes care of your Income Tax requirements.

About the company

AUM Financial Advisors is a Wealth Management & Financial Planning initiative promoted by            Mr. Nirav Panchmatia (http://www.niravpanchmatia.blogspot.com/) in 2008 to cater Individual Clients who are looking for personalized Investment and Financial Planning advice that is slanted, profound and comes at a reasonable price. We ply to Indians resident as well as NRIs situated anywhere in the world who would like to Invest in India after taking expert professional advice. Our USP is our expertise in Mutual Funds hence we have pioneered the Wealth Management via Mutual Funds in India.

About the Founder CEO

Mr. Nirav Panchmatia (http://niravpanchmatia.blogspot.com/) is a well known Mutual Fund expert and a regular visitor on leading business channels like CNBC Awaaz on its show YOUR MONEY. Moreover Mr. Nirav Panchmatia is a Chartered Accountant (CA) and MBA (Finance) from Narsee Monjee Institute of Management Studies (NMIMS), Mumbai.
In short, by availing our Mutual Funds Advisory services, you are buying peace of mind as you know that an expert is keeping a constant eye on your Mutual Funds portfolio.

Contact:

 

Website:- http://www.aumfinancialadvisors.com

Phone:-09323739968  

Created by: nitin | Created at: 10:18 AM
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