Nirav Panchmatia Email and Phone Number
Nirav Panchmatia work email
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Nirav Panchmatia personal email
Over the past decade I have had the opportunity to work in almost all areas of the Financial Services Sector in India starting with Financial Research, Investment Banking, Strategic M&As & Research & ending with Wealth Management & Financial Planning for HNIs in India. I have had the opportunity to work with some of the best names in the industry like Citigroup, ICICI Bank, Quantum Group etc. Finally the ENTREPRENEURSHIP bug stuck me & hence I launched "AUM Financials" that boasts of clientèle across the globe. I am also a FINANCIAL COACH & a BLOGGER...Specialties: Mutual Funds Distribution for Global Indian Clientèle including NRIs. I am also a FINANCIAL COACH and regularly conduct financial training programme for various corporates, financial intermediaries like Life Insurance & Mutual Fund cos., b-schools, trade associations etc. with the objective of promoting financial literacy.
Aum Financials
View- Website:
- aumfinancialadvisors.com
- Employees:
- 2
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PodcasterAum Financials Oct 2023 - Present
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Founder CeoAum Financials Oct 2008 - PresentMaharashtra, IndiaAUM Financials is a Mutual Funds Distributorship; CEO Nirav Panchmatia is a AMFI Registered Mutual Funds Distributor, Financial Coach, Blogge & TV Personality who is regular on BLOOMBERG QUINT & CNBC AWAAZ business channels
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Angel InvestorAum Financials May 2017 - PresentMaharashtra, IndiaI am also an Angel Investor having invested in a dozen+ start-ups ...
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BloggerAum Financials Nov 2010 - PresentMaharashtra, IndiaI write a BLOG on Personal Finance dedicated to Investors who are seeking unbiased & professional advice on the subject of Investing esp. Mutual Funds...http://niravpanchmatia.inA personal finance blog for Indians & NRIsHere I shall tell you the TRUTH…about Money & Investing...that is GENUINE, UNBIASED & straight forward
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Financial TrainerAum Financials Oct 2008 - PresentPan IndiaWe conduct Financial Literacy Seminars for Corporate's (Large+SME's), Trade Associations, Educational Institutes, Students, finance professionals etc...We train people on How to Invest? How to plan your Finances; etc...
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Senior Manager-Subsidiary Businesses & Propriety InvestmentsIcici Bank Jan 2006 - Jul 2008Overseeing the strategic positioning including financials of all Bank's subsidiaries like I-Pru, I- Venture, Lombard, I-Sec etc. and taking care of the banks propriety investment portfolio. I was instrumental in valuation of and help execute NSE stake sale to NYSE, NCDEX stake sale to ICE (International Continental Exchange), Europe & ARCIL stake sale to various FIIs etc. The NSE & NCDEX stake sale were the first transaction in India involving sale in a National Stock Exchange & Commodity exchanges respectively to FIIs & have set precedents for further such transactions in the country. -
Investment Banker - Citigroup, IndiaCiticorp Jun 2004 - Dec 2005Investment Banking Analyst tracking the US Media & Telecom Sector. It was in CITI that I got the opportunity to learn the basics of Investment Banking or M&A; especially the art of valuing businesses & corporates. This grounding has helped me later in my career & to this day helps me differentiate between a undervalued and a overvalued company; the key attribute of a Wealth Manager. "Everybody knows the PRICE of a company but how many of us know the VALUE of a company". Knowing the value of a company is the key to making wealth for clients. -
Sr. Manager International ProjectsIris Financial Jun 2003 - Jun 2004IRIS was a well known financial services company & had one of the most user friendly website (www.myiris.com) for layman looking out for any financial information relating to stocks, investments, companies etc. I worked on a few projects here when they used to get outsourced research work for various domains. Chief among them was one where we submitted a paper on Indian Banking Industry to "Indian Institute of Bankers" that resulted in my organisation winning a long term research project from IIB. -
Summer InternTata Administrative Services May 2002 - Jul 2002TAS was my first brush with Corporate life. I did my Summer Internship with TAS while doing my MBA with Narsee Monjee, Mumbai. I was assigned to work in "Tata Honeywell" were I was asked to do a detailed research on the "Indian Pulp & Paper Manufacturing Industry" (an imp. Client cluster for Tata Honewell's Industrial Automation Systems). This job involved visiting leading paper plants in the country & having a detailed Q&A session with the top Mgmt. of leading paper manufacturers like BILT, JK Paper, ITC Bhadrachalam, Pudumjee Paper mill etc. This stint with TAS taught me first hand how to conduct a Industry Research & to this day helps me in analysing /researching various sectors/companies. TAS is a great teacher......
Nirav Panchmatia Skills
Nirav Panchmatia Education Details
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Business Management & Finance -
Financial Planning And Services -
Post Graduation -
Business Management, Accounting, Corporate Law & Taxation -
Post Graduate -
Fil Investing With Masters -
American Academy Of Financial Mgmt.Financial Planning
Frequently Asked Questions about Nirav Panchmatia
What company does Nirav Panchmatia work for?
Nirav Panchmatia works for Aum Financials
What is Nirav Panchmatia's role at the current company?
Nirav Panchmatia's current role is AMFI Registered Mutual Funds Distributor (MFD) | Financial Coach | Blogger | Angel Investor | Bloomberg & CNBC Guest Expert.
What is Nirav Panchmatia's email address?
Nirav Panchmatia's email address is ni****@****ors.com
What schools did Nirav Panchmatia attend?
Nirav Panchmatia attended Svkm's Narsee Monjee Institute Of Management Studies (Nmims), Indian Institute Of Management Ahmedabad, Indian Institute Of Management Bangalore, The Institute Of Chartered Accountants Of India, Indian School Of Business, Flame University, American Academy Of Financial Mgmt..
What are some of Nirav Panchmatia's interests?
Nirav Panchmatia has interest in Social Services, Children, Mutual Funds Advisory, Civil Rights And Social Action, Economic Empowerment, Politics, Education, Wealth Management, Financial Planning.
What skills is Nirav Panchmatia known for?
Nirav Panchmatia has skills like Portfolio Management, Investments, Strategic Financial Planning, Investment Banking, Wealth Management, Mutual Funds, Finance, Strategy, Valuation, Business Planning, Business Development, Blogging.
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