AIMS was incorporated with the sole objective of providing financial planning and wealth management solutions to investors.
Why Us :
We are fee based advisors & planners.
Our primary source of income is fees received from clients.
Our clients have the choice of investing through their existing agents/distributors. As such, our advice shall be unbiased and free from any conflict of interest.
We follow a philosophy which focuses on doing the right things rather than merely doing things right.
We also believe and religiously follow that monetary rewards do not take precedence over an ethical approach to our work.
Our Objectives :
- To be appointed as your own personal financial advisor.
- To assist you in meeting your goals.
- To provide unbiased advice.
Key People :
- CA Vijay Mehta, CFPCM.
- Certified Financial Planner.
- Chartered Accountant.
- Other industry certifications.
- Over 20 years of experience of wealth creation.