25 crores AUM in 4 years

• Naveen Gupta
• February 27th, 2020
• Faridabad, Haryana
• 4142
• 7

I am Naveen Gupta, an engineering graduate with 14 years experience in IT industry. In 2014, I quit my job and decided to follow my passion in investments. I started mutual fund distribution business under the brand name of Aaryanwealth and tied up with NJ wealth and Funds India Advisor online platforms.

We have reached 25 crores AUM and 24 Lacs SIP book in 4 years. This was made possible by the trust, commitment and perseverance shown by our clients. We have a client base of 100 families with net addition of 10-15 new families every year. Our business has grown only by references and word of mouth.

We are fully focussed on clients needs giving utmost importance to their priorities overriding any consideration of incentives or brokerage. We believe in collaboration and knowledge sharing rather than marketing and products push. We try to educate clients about the goals based planning and various investment options suiting their needs along with their pros and cons. We also prepare them for best and worst case performance scenarios beforehand rather than projecting rosy figures and then we hand hold them during tough times.

We conduct regular reviews of performance and financial goals to rejig the portfolio accordingly with not more then 5-10% churning in a year.

We provide one stop solution for all financial needs and investments for different ages, risk profiles and timeframes. We believe in life long association with clients unlike banks who change relationship managers every few months. We like to focus on selected number of good clients who have long term vision, patience, courage to invest and growing with them together. We are committed to provide the best possible performance and services to each Aaryanwealth member.

Our vision is aligned with Modiji’s vision 2022 for India to reach 100 crores AUM by 2022-23 and we will soon launch our own website and mobile app to achieve it.

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