Nirav Panchmatia | AUM Financials

About

CA, MBA (Finance) from NMIMS Mumbai, AMFI Certified MFD, Bloomberg Quint & CNBC Awaaz Guest Speaker, PODCASTER, Financial Coach, Warren Buffett Coach

Practice at a glance

22

Years of Experience

900

Families Served

₹625

Crores Managed

Practice Details

Min Monthly Investment:₹1,25,000 & more

Min Lumpsum Investment:₹25,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Founders & Entrepreneurs

Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

CA – Chartered Accountant

MBA (Finance / Investments)

PGDM (Finance / Investments)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Global Investing

Mutual Funds

Stocks & Equity

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Nirav Panchmatia.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check