Invest with Aims

Ace Investment Management Services

Give Direction to your Financial Future

Life’s journey takes you in many planned and unplanned directions. at aims, it shall be our endeavor to provide you with the road-map and offer guidance as you undertake your life’s journey.

Objective Advice

Our services are provided on a fee-only basis, so you will have peace of mind in knowing that your financial affairs are being managed with your goals and best interest as our top priority.

Comprehensive Wealth Management

AIMS, services integrate a comprehensive approach to wealth management, which includes both financial planning and investment management to help you achieve your longterm financial goals.

Partners in Planning

Together, we will establish and implement a personal wealth management program that helps you achieve your long-ter, goals.

Mutual Fund Application Forms HDFC MF Reliance MF DSP Blackrock MF IDFC MF

Service Forms DSP Blackrock MF Reliance MF HDFC MF IDFC MF

Regulatory Service Forms KYC (Individual) form KYC (Non individual) form KYC Change form (Individual) KYC Change form (Non - Individual)

Tax Ready Reckoner Download

INTRODUCTION

AIMS was incorporated with the sole objective of providing financial planning and wealth management solutions to investors.

OBJECTIVES

To be appointed as your own personal financial advisor.
To assist you in meeting your goals.
To provide unbiased advice.

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.

Survey Participation

Premium Services

Blog

Consultancy

KEY PEOPLE

CA Vijay Mehta, CFPCM.
Certified Financial Planner.
Chartered Accountant.
Other industry certifications.
Over 20 years of experience of wealth creation.
Writes articles for blog on investor awareness.