Reliability
We are dependable — not only for the services we provide, but for how carefully we develop the relationships behind them.
AMFI Registered Mutual Fund Distributor
When money knows that it is in good hands, it wants to stay there and multiply.
Guiding families glide effortlessly through the ups and downs of capital markets.
- AMFI registered
- Since 2004
- Surat based, family run
3,202Total clients
21Years of experience
17,408Active folios
AMFI Registered Mutual Fund Distributor, looking after families from one office in Surat since 2004.
Why choose AUM
Our core values are summarised in one word — RESPECT
Seven commitments the firm is run on. Every letter is one of them.
Excellence
Striving to do more and be great. Lasting success is not possible without excellence.
Service Oriented
With a genuine customer-first approach, we cooperate proactively with investors on resolving their issues.
Proven Track Record
With a legacy of more than 20 years of industry experience, AUM is a well known brand in itself.
Ethics
Our founder, with an experience of more than 30 years, brings the highest level of ethics and discipline into our daily practices.
Consistency & Customized Solution
Consistency and personalised solutions are the key to building trust among our investors.
Trust and Transparency
Transparency in business is the basis for trust between a firm and its investors, customers, partners and employees.
Drag the globe to turn it.
Reach
Serving clients across the globe
Families who moved abroad kept their money here. The desk is in Surat; the folios it looks after are not.
- SuratGujarat
- MumbaiMaharashtra
- DubaiUAE
- SingaporeSingapore
- LondonUnited Kingdom
- New JerseyUnited States
- TorontoCanada
- SydneyAustralia
- NairobiKenya
Distance stopped being the constraint a while ago. Statements, reviews and transactions all reach you wherever the folio's owner happens to live.
Talk to the deskHow it works
Our 3 working principles
No product pitch, no timing calls. Three habits, applied without exception — which is the whole of it.
Start Early
You will be surprised to see the magic of compounding.
Stay Invested for Long Term
Make volatility your friend.
Don't just Plan
Review your portfolio on a regular basis.
Tools and calculators
Goals become achievable only when they are measurable
Try out our calculators to optimise your financial decisions and start investing now. Free, no sign-up, and the maths is the same maths we use.
Try it now
What would a monthly SIP become?
Move the two sliders. The maths is the same maths the full calculator runs — and the same one we use at the desk.
Estimated value₹23,23,391
- You invest
- ₹12,00,000
- Estimated gain
- ₹11,23,391
Illustrative only, at an assumed 12% a year — no fund returns 12% steadily, and mutual fund returns are not assured. Read all scheme related documents carefully.
The people
Leveraging the experience of the first generation with the knowledge of the second
Mr. Ajay Sood
Worked with UTI in the 1990s, where he saw that people had financial aspirations but no proper guidance. He founded AUM Insure and Secure Pvt. Ltd. in 2004 and has kept ethics and transparency at its centre since.
Mr. Keshav Sood
A Certified Financial Risk Manager and Chartered Financial Analyst who believes in adapting to technology to cope with an ever-changing market. He actively mentors DIY investors and works to make families financially literate.
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 through personalised service, in the most ethical and transparent way possible.
3,202+Satisfied customers
Let's Talk
Let's make something great together. We are trusted by over 2,847 clients — join them by using our services and grow your investments.
One conversation, no obligation. Come to the Adajan office, or we will call you at a time that suits you.
Before you call
The four things people ask first
Do you charge the investor a fee?
No. As an AMFI registered mutual fund distributor we are paid a trail commission by the asset management company. What you invest is what goes to work.
How small can I start?
A SIP can begin at a few thousand rupees a month. The amount matters far less than the date you begin — which is the first of our three principles.
I live abroad. Can you still look after my folios?
Yes. A good part of the book is NRI. Everything after the first conversation can be done remotely, and the reporting reaches you wherever you are.
Can I see my portfolio myself?
The Portfolio Tracker gives you a login to your own holdings, valuations and statements whenever you want them.
Something else on your mind?Ask us directly