NiravPanchmatia
Founder & CEO - AUM Financials
Founder & Chief Strategist - AUM AANVIKSHIKI
CA, MBA (Finance) - NMIMS Mumbai
Creating & Preserving WEALTH for Clients
A career built around understanding wealth, markets and people.
Nirav Surendra Panchmatia is the Founder & CEO of AUM Financials (AMFI Registered Mutual Funds Distributor, ARN-66107) and Founder & Chief Strategist of AUM Aanvikshiki. Since October 2008, he has guided and mentored more than 725+ HNI and UHNI families across 27+ cities in India and NRI clients across 17+ countries.
A Chartered Accountant and NMIMS Mumbai MBA in Finance, he began his career with Tata Administrative Services (TAS), spent nearly a decade in Mumbai with Citigroup, ICICI Group CFO's Office, and Quantum Group, and completed Executive Development Programs at ISB Hyderabad, IIM Ahmedabad, IIM Bangalore, and IIM Lucknow.
Experience that
travels well.
From policy and global markets to corporate strategy and wealth management, Nirav's journey has been shaped by diverse experiences across India and abroad.
Tata Administrative Services (TAS)
Began his professional journey reporting directly to the MD of Tata Honeywell (now Honeywell Automation), laying a rigorous foundation in industry research.
Citigroup
Gained deep exposure to global cross-border M&As and valuation mechanics that empowered him in large-scale market infrastructure deals.
ICICI Group – CFO's Office
Worked closely with top management of ICICI Bank at BKC, Mumbai, managing Group subsidiaries & the Proprietary Investment Portfolio. Valued NSE and consummated India's first landmark NSE stake sale to NYSE (a USD 20 Billion landmark transaction for India).
Quantum Group
Acquired specialized personal finance planning & Mutual Funds distribution mastery while working at Quantum, at that time India's leading financial planning outfit.
AUM Financials (2nd Innings)
Founded in Oct 2008 as a boutique Personal Financial Planning outfit & leading Mutual Funds distribution house, now serving clients across 27+ cities in India and 17+ countries abroad.
Financial Literacy / Speaking / Podcasting
Today, Nirav works across institutional financial education, national keynotes, and podcasting, making complex investment concepts accessible and actionable.
Ideas worth
putting in a room.
Financial, economic and investment keynotes tailored for leadership forums, executive offsites, corporate annual meets and institutional communities across India and abroad.
Trusted by Premier Institutions & Forums
- Reserve Bank of India (RBI)
- National Academy of Direct Taxes
- National Academy of Defence
- TiE & FICCI Forums
- Corporate Connections (CC)
The Changing World Order
How structural shifts in the global economy and geopolitical dynamics permanently impact businesses, capital flows and long-term investments.
Investment Secrets of Warren Buffett
A practical masterclass distilled from attending 8 Berkshire Hathaway AGMs in Omaha and decades of analyzing compound capital allocation.
How to Destroy Wealth
A case-study analysis of how prominent fortunes and corporations unravel from preventable financial, governance and behavioral blind spots.
The Art of Creating Wealth through Mutual Funds
A disciplined roadmap to long-term compounding, asset allocation frameworks and fund selection insights gathered from masterclass dialogues with Mutual Fund CEOs.
Eight Berkshire
Hathaway AGMs.
A decade of learning from one of the world's most closely watched investment gatherings in Omaha, Nebraska. Nirav has attended the AGM eight times and met Warren Buffett multiple times, distilling first-hand lessons in capital allocation, compounding, and business durability.
Berkshire Hathaway AGM
Omaha, Nebraska
In the public conversation around money.
Featured on India's leading financial networks to decode market cycles, portfolio construction, and prudent wealth management.
The Mutual Fund Show
Deep-dive macroeconomic perspectives, asset allocation strategies, and fund evaluation.
Your Money
India's longest running flagship personal finance and wealth planning show.
CNBC TV 18
Featured expert perspectives on global macros, economic resets, and strategic capital allocation.
“Clear, disciplined thinking belongs in the public conversation.”
Masterclass dialogues with Mutual Fund CEOs.
In-depth, unhurried dialogues exploring capital allocation, investment philosophy, and long-term compounding. Nirav sits down with leaders managing hundreds of thousands of crores to bring institutional clarity to the broader investing public.
Featured Industry Guests Include:
Let's start a conversation.
For keynote speaking engagements, personal finance & mutual funds distribution, leadership dialogues, and collaborations.