Bespoke solutions for
your financial prosperity
At Aurivox Financial Services, we are committed to empowering individuals and businesses to maximize their financial potential through expert guidance and tailor made solutions.
Our approach is client-centric, with personalized attention to every detail of your financial situation. We start by understanding your goals, values, and aspirations, going on to build a holistic strategy that aligns with your long-term vision.
Our Philosophy
Aurivox means "the voice of wealth", and we intend to act as a bridge to enable achievement of your goals with complete peace of mind. We are of the firm belief that true financial freedom can come only with the right knowledge. Our team spends considerable time evaluating various investment options and bringing the most interesting ones to our clients.
We study the client’s existing portfolio and assess their risk appetite based on certain parameters. This enables us to suggest the right set of products to the clients which they can invest in seamlessly, and for which support will be provided by our back end team.
Whether you’re looking to grow your wealth, protect it, or work towards a specific goal, we leverage cutting-edge technology, market insights, and a wide network of investment opportunities to deliver the right results.
The Process
Discussing personalized strategies tailored to your needs
Choosing the right product for you and implementation of plan
Regular updates and a review mechanism
Solutions
A wide range of products to help you achieve your desired outcome
Equity
-
Direct Equity
-
Mutual Funds
-
Futures & Options
-
ETF and Bees
-
IPO
-
International Equity
-
Portfolio Management Services
-
Alternative Investment Funds
-
Unlisted equity
Fixed Income
-
Debt mutual funds
-
Fixed maturity plans
-
Bonds and T Bills
-
Corporate Fixed Deposits
-
Securitised Debt Instruments
-
Baskets and Vests
Others
-
Gold & Silver ETF
-
Structured products
-
Invoice discounting
-
Commodities
-
Solar project and lease financing
-
P2P lending opportunities
-
Real Estate Investment Trust
-
InvIt
-
Life, Health and General insurance products
Meet The Team
Our dedicated team at Aurivox Financial consists of skilled and compassionate professionals who are committed to providing the highest quality of financial consultation to our clients. Each member of our team brings a wealth of experience to ensure the financial well-being and success of those we serve.
Partner
Sudeep Dey
A market veteran in financial services with over 20 years experience across AMC, banking and wealth management.
After serving in senior management profiles in HDFC AMC and as a state head in LIC AMC, he has also worked for Banks such as Standard Chartered and Deutsche and handled wealth of clients since many years and across market cycles. After being a successful part of another wealth management setup, he is now looking to spread his wings beyond to bring a wider bouquet of products offering holistic approach to client’s portfolio.
My Motto: - To help grow wealth for my clients in a sustainable and stress free manner
Ravi Mittal
With 18 years of work experience across Financial Services including Kotak Bank, HDFC AMC and subsequently as an entrepreneur running his own businesses, he is someone who understands the investment landscape very well. Having spent considerable amount of time gathering knowledge regarding multi-asset investing, he has held numerous certifications in financial markets, few of which are mentioned here-
-
NSE Certified Market Professional Level 4
-
NSE Certified Investment Analysis Pro
-
NSE Certified Investment Analysis Champion
-
NISM Mutual Fund Distributors Certification
-
NISM Equity Derivates Certification
-
NISM PMS Distributors Certification
My Motto :- To free investors from the clutches of inadequately knowledgeable financial distributors.
Partner
With over 20 years of work experience in financial services he is the spine of the organisation providing constant back end support to the team. Apart from sending updates pertaining to the market or client portfolios, Somshekar also plays the important role of acting as a liaison between clients and our product partners.
My Motto:- To help our clients conduct business with a smile and ensure their comfort level is maintained in dealing with us.
Somshekar Nadig
Head of client services
Why Choose Us
Empowered by knowledge and experience
We are an experienced team, having spent considerable amount of time studying markets, global and local to gather enough understanding of what works for each client. With over 60 years expertise across the team and top tier certifications, we help you secure and grow your wealth confidently.
Wide range of products
The reason most distributors or advisors don’t recommend a lot of products is due to their lack of awareness and knowledge on this subject. We offer a huge bouquet of products which will add value to the portfolio of any investor based on their requirement and risk appetite.
Strong back end team
Not only do we use technology to make the investing process hassle free for our clients, our strong back end team ensures flow of regular information, statements and market updates are provided to you seamlessly.
Complete Data Privacy
We encourage clients to sign non-disclosure agreements thereby ensuring complete data privacy in your investment journey, so that nobody outside the team has access to your personal and financial information.
Cost effective model
We don’t charge any fee from customers . All transactions will be executed by clients to the product or fund directly with the help of our technology platform and support of back end team.
By serving as the broker and providing reference and platform for products, we only earn a small referral fee or commission from the product suppliers.
