NP

Nirav Panchmatia

Founder CEO & Chief Strategist at AUM Financial Advisors

India, India

About

Over the past decade I have had the opportunity to work in almost all areas of the Financial Services Sector in India starting with Financial Research, Investment Banking, Strategic M&As & Research & ending with Wealth Management & Financial Planning for HNIs in India. I have had the opportunity to work with some of the best names in the industry like Citigroup, ICICI Bank, Quantum Group etc. Finally the ENTREPRENEURSHIP bug stuck me & hence I launched "AUM Financial Advisors", a Wealth Management & Financial Planning initiative that boasts of clientèle across the globe. I am also a Financial Trainer & a BLOGGER... Specialties: Wealth Management, Financial Planning & Mutual Funds Advisory for Global Indian Clientèle including NRIs. I am also a FINANCIAL TRAINER and regularly conduct financial training programme for various corporates, financial intermediaries like Life Insurance & Mutual Fund cos., b-schools, trade associations etc. with the objective of promoting financial literacy.

Investment Focus

Location
India

Contact Information

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