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.
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.