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.
Media :
  • Writes articles for blog on investor awareness.

     Key People :
  • CA Vijay Mehta, CFPCM.
  • Certified Financial Planner.
  • Chartered Accountant.
  • Other industry certifications.
  • Over 20 years of experience of wealth creation.

 

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