Mr. Nirav Panchmatia

BLOGGER | FINANCIAL COACH | MUTUAL FUNDS DISTRIBUTOR (MFD)

Mr. Nirav Panchmatia started AUM Financials in 2008 & has till date distributed Mutual Funds of value Rs. 175 Crores to Clientele spread across 27 Cities in India & catering to NRI Clientele in more than 17 Countries abroad…

The first decade was spent in the financial Capital of India, Mumbai, reporting only to senior most management @ ICICI Group, Citigroup, Tata Administrative Services, Mahindra & Mahindra, and Quantum Advisors etc…

The next decade saw Nirav embarking on an entrepreneurship Journey when he launched AUM Financials in 2008…Over the last few years AUM Financials has won many accolades & Awards & caters to more than 350 Families & Corporates across India …

Nirav Panchmatia is a regular on India’s Leading Business Channels BLOOMBERG QUINT where he appears on The Mutual Fund Show, The Portfolio Show & on CNBC Awaaz where he appears on its Financial Planning Show Your Money…

Nirav Panchmatia the Founder CEO has had an illustrious career spanning more than 2 decades in the world of Finance…

Nirav also writes frequently for The Economic Times, The Hindu Business Line, Business Standard, The Times of India & has also been quoted in The Asian Wall Street Journal…

Nirav is also a well-known Blogger and writes frequently writes on financial matters close to an Investors’ heart….

Nirav is also a very sought after “Financial Coach” has conducted more than 75 Seminars on his favorite Topic “Investment Secrets of Warren Buffett”…

Educational qualification:

  • Chartered Accountant (CA)
  • MBA Finance from Narsee Monjee (NMIMS) Mumbai
  • Executive Development Program from
    • Indian School of Business (ISB), Hyderabad
    • IIM Ahmedabad
    • IIM Bangalore
    • IIM Indore
  • AMFI Certified Financial Services Professional
  • Retirement Planning Professional from American Academy of Financial Management, India

AWARDS & ACCOLADES…

  • Instrumental in Valuation of & executing the 1st Stake sale in National Stock Exchange of India (NSE) to New York Stock Exchange (NYSE), a USD 2 Billion transaction & first of its kind in India
  • Instrumental in Valuation of & executing the 1st Stake sale in National Commodities & Derivatives Exchange (NCDEX) of India to InterContinental Exchange (ICE), again a first of its kind in India both the above transactions are considered landmark transactions in India…
  • Successfully conducted more than 57 Seminars on Topic INVESTMENT SECRETS of WARREN BUFFETT at various Organizations, Institutions across India
  • Nirav is on the panel of the National Academy of Direct Taxes (NADT) & National Academy of Defence & Planning (NADP) where he regularly teaches IAS, IRS & IES Officers on Financial Planning & Wealth Management topics…
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