Who we are

We all have dreams, dreams that motivate us to fly higher, climb greater heights, and test the deepest waters. We at AUM Wealth are motivated by a single impetus, a drive to help our clients fulfill their dreams and live their best lives.

We understand the value of hard-earned money, and with years of experience behind us, we present you with bespoke portfolios covering your investment needs, so that you can reach your zenith. With a wide array of investment services, we make wealth easier and efficient for you.

With an eye for long term goals, we help you plan not just for your Retirement, Children’s Higher Education and Weddings, Dream House, but also take into account your short term goals such as Tax saving, Scenic Vacations, and Personal dreams. We do all this and more while minimizing the risks associated with fluctuations in the financial markets.

We also help you live a secured lifestyle, being a one-stop destination for your insurance needs, be it Life Insurance, Health Insurance, Vehicle Insurance, or Home Insurance, leaving no stone unturned in your and your family’s well being.

Our journey started in 1990, with a single-minded vision to help out clients not only multiply their wealth but to savor it and lead meaningful lives. Since then we have kept up with the times, providing seamless solutions to all investment and insurance matters. Our “We serve with integrity” ideology has helped us in keeping the client’s interest at the forefront thereby establishing long-term trustworthy relations.

Founder

Mr. Amit Suri

My interest lies in the best interest of my clients. My mission is to be the one-stop solution for my clients and I strive to become their most preferred Financial Advisor.

Yes, income is indeed desirable but it is not our sole motive. Instead, the aim is to add value and meaning to the lives of our clients. We believe that if we are able to accomplish that, earning is a definite by product of the game.

To be honest, I never thought I would be here today! As a youngster, I loved traveling. So, I thought of fusing my passion with my profession. I did a three-day course about how to start your own travel agency—but those three days made me realize that I did not have adequate financial and other resources to go ahead. The next was to be a coder as I had done a couple of courses in Computers and Coding. But it didn’t seem to be going as desired either. While I was still finding my way, my father retired from a non-pensionable Banking job. Post-retirement he continued offering financial services to his connections in his own ways.

Growing up I had seen him working hard. So once of age, I started driving him to and fro for his visits, and invariably every time he took me along to meet his clients. Almost inadvertently I became a part of their discussions on financial matters and in no time we started receiving calls from his clients asking for my financial advice!

It all started in good faith. With increasing solicitation, I felt the need to have a workplace and converted about 70 Sq Ft of our house into an office. I soon fell short on space. So much so, that within the next 4 yrs I had to expand my office to a good 500 Sq Ft area. Then there was no looking back!

The Financial Industry started growing and I took courses and voluntary exams to keep updated.

In the last few years,

  • Our Company AUM Wealth has been adjudged as among the top 1% MF distributors across the country.
  • We have helped over 2000+ families achieve their financial goals.
  • I’ve been a regular columnist in Newspapers like the Economic Times, Times of India, Navbharat Times, and Business Standard.
  • I have appeared in the famous Talk Show – Let’s Talk Money, on NDTV India.

And today I am

  • An award-winning Certified Financial Planner from the Financial Planning Standards Board, USA.
  • A Life Planner from Kinder Institute of Life Planning, USA.
  • An Author of soon to be released ‘Riches Revealed: Strategies for Wealth Mastery’.
  • And just last year I finished my MBA in Finance with the sole purpose of serving our clients to our best!