Founder And Independent Financial Consultant
CurrentFinancial Planning, Investment Consultant, Mutual Funds Distribution
Jan 2007 - Present
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Vivek Mulay Email & Phone Number
Founder of AUM Financial Services and AMFI Certified Mutual Fund Distributor
at
AUM Financial Services
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Current company
Role
Founder of AUM Financial Services and AMFI Certified Mutual Fund Distributor
Location
Pune, Maharashtra, India
Company size
Who is Vivek Mulay? Overview
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Quick answer
Vivek Mulay is listed as Founder of AUM Financial Services and AMFI Certified Mutual Fund Distributor at AUM Financial Services, a company with 4 employees, based in Pune, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Vivek Mulay.
Vivek Mulay previously worked as Founder and Independent Financial Consultant at Aum Financial Services and Manager at Cfl Capital Financial Services Limited. Vivek Mulay holds Nism Advisor Level -1, Investments from National Institute Of Securities Markets (Nism).
Company email context
Email format at AUM Financial Services
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AUM Financial Services
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Profile bio
About Vivek Mulay
I am a passionate professional working in the field of personal finance. I founded AUM Financial Services in 2007 to help people plan and manage their personal finances. I do this by identifying their financial goals and then providing sound financial planning that gives my clients peace of mind through all types of economic situations. As a result, my clients lead a worry-free life, have sound financial health, and are able to concentrate on their personal interests.I am a post-graduate in the field of Management Sciences and also a CERTIFIED FINANCIAL PLANNER from FPSB.Coming from a humble background of parents serving in the public sector I wish to dedicate my services to individuals who wish to make investments as their second income and convert it into a passion.
Listed skills include Business Strategy, Management, Business Development, New Business Development, and 9 others.
Current workplace
Vivek Mulay's current company
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Aum Financial Services
3 roles
Vivek Mulay work experience
A career timeline built from the work history available for this profile.
Manager
Cfl Capital Financial Services Limited
Managing clients for debt market. CFL Capital Financial Services Limited was a primary dealer dealing in wholesale and retail debt market of Govt Securities.
Apr 2001 - Aug 2004
Branch Manager
Branch Manager overseeing all the operations of the branch.
Apr 2000 - Mar 2001
7 education records
Vivek Mulay education
Nism Advisor Level -1, Investments
Advisor Level 2, Financial Planning , Investments, Wealth Creation
Cpfa, Financial Planning And Services
National Institute Of Securities Management
Master'S Degree, Management Science
Dbm, Business, Management, Marketing, And Related Support Services
Diploma In Marketing Management, Marketing
Bachelor'S Of Science
Maharashtra Education Society'S Abasaheb Garware College Of Arts And Science, Pune 04
FAQ
Frequently asked questions about Vivek Mulay
Quick answers generated from the profile data available on this page.
What company does Vivek Mulay work for?
Vivek Mulay works for AUM Financial Services.
What is Vivek Mulay's role at AUM Financial Services?
Vivek Mulay is listed as Founder of AUM Financial Services and AMFI Certified Mutual Fund Distributor at AUM Financial Services.
Where is Vivek Mulay based?
Vivek Mulay is based in Pune, Maharashtra, India while working with AUM Financial Services.
What companies has Vivek Mulay worked for?
Vivek Mulay has worked for Aum Financial Services, Cfl Capital Financial Services Limited, and Karvy Consultants Limited.
How can I contact Vivek Mulay?
You can use AeroLeads to view verified contact signals for Vivek Mulay at AUM Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Vivek Mulay attend?
Vivek Mulay holds Nism Advisor Level -1, Investments from National Institute Of Securities Markets (Nism).
What skills is Vivek Mulay known for?
Vivek Mulay is listed with skills including Business Strategy, Management, Business Development, New Business Development, Team Management, Strategic Planning, Investment Advisory, and Investment Solutions In Mutual Funds.
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