Company Information

Get to know AUM Financial Services

Founded in 2008 by Mr. Paresh Kariya, AUM Financial Services operates as a comprehensive financial planning and wealth management firm. The company's mission is to be a trusted partner in its clients' wealth creation journey by providing unbiased, research-based advice. They offer a range of services including investment management (mutual funds, equity), retirement planning, insurance solutions, and financial planning for both individual and corporate clients, with a vision to become a leading financial services provider known for its integrity and client-centric approach.

Industry

Financial Wealth ManagementPRIMARY
Financial Financial Advisement
Financial Other Service

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AUM Financial Services

India

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.