Hello and welcome to our Website!

We at AUM PORTFOLIO believe that protection of your fund is a prime job and it needs to be addressed with lots of knowledge and proper planning.

Hence we follow a four step process of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring and portfolio tracking.

We use a wide range of products to achieve the financial Goals of our clients Mutual Funds, & Fixed Deposits etc. We strongly recommend and use Mutual Funds in every clients portfolio creation. Due to its lot many advantages over other investment products.like-diversification, professional approach and steady growth.

Mutual Fund News & Research

We keep our tab on various news and performance in Mutual Fund Industry, to deliver the very best to our clients. Given below are few such section for your direct access and information, like- NFO information, Dividend announcements, Performance meter etc.

forms Download

Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.

# Document Type Link
1 CKYC Individual Form
2 KYC Non-Individual Form
3 Annexure KYC Non-Individual Form

Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.

# Document Type Link
1 PAN 49A New Form
2 PAN Change Form

We have collected all the forms related to Income tax at one place, according to your needs to get relief from tax from Investment, property, etc; for your ease and to save time so that you don't have to hassle around to find each of them throughout the site.

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033 2486-1040/1041/1042   |   09831959243

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns.