Our Track Record in Numbers

400 Cr+

AUM

700

Happy Customers

128

Family Investors

15

Years of Experience

AA Finserv About Us Image
AA Finserv  About Us Image

About Us

15+ Years of Trusted Financial Planning in India

At AA Finserv, we are driven by the vision of empowering individuals and businesses to build, grow, and secure their wealth with confidence. Founded by two dynamic partners with a combined expertise of over two decades, we bring a deep understanding of both Indian and global financial markets.

About AA Finserv

Our Services

Mutual Funds, Insurance & Financial Planning - All Under One Roof

Mutual Fund

Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks,...

Explore Mutual Fund

Life Insurance

Life is unpredictable. So, it is important to ensure that your family and loved ones are taken care of financially in...

Explore Life Insurance

General Insurance

General insurance provides financial protection against a wide range of risks, including damage to property, liability...

Explore General Insurance

See How ₹5,000/month Grows with Mutual Funds vs Other Options

Monthly Investment

5000 /-

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Bank

22.36L

@3% Return

Fixed Deposit

22.36L

@6% Return

Gold

22.36L

@9% Return

Sensex

22.36L

@11% Return

Mutual Fund

22.36L

@15% Return

Fast, focused, zero fluff

Your 15 minutes, mapped to the minute

No small talk, no slides. Anjali works through your money in four tight blocks - you leave with decisions, not homework.

Starter
Basic Plan
₹50 / one-time

For first-timers who want to know where they stand.


  • 10 min consultation
  • Basic financial health report (PDF)
  • 1 goal identified & mapped
  • Basic investment guidance
  • Insurance gap check
Get Started
Most Popular
Growth Plan
₹499 / one-time

A Complete plan with a dedicated 60-min session.


  • 30 mins planning session
  • Personalised financial plan
  • Up to 3 goal-based plan
  • Investment recommendations (MF basics)
  • Insurance review + recommendations
  • 10-day WhatsApp Support
Get Started
Premium
Elite Plan
₹999 / one-time

Full-depth planning for serious wealth builders.


  • 1 X 60 mins consultation
  • Comprehensive Financial plan (PDF)
  • Unlimited Goals covered
  • Detailed investment portfolio plan
  • Full insurance portfolio review
  • 30-day WhatsApp Priority Support
Get Started
+ Same-day written plan & 90-day WhatsApp support included

700+ Investors Trust AA Finserv for Mutual Fund & Financial Planning

Over 700 families across Gurugram and Greater Noida have built wealth with confidence through our Certified Financial Planner-guided mutual fund and insurance solutions.

Join Our Free Financial Workshops on Mutual Funds & Insurance

Register your spot in our expert-led sessions and take the first step toward smarter investing.

Book a Free Session with Our Certified Financial Planner

Sessions on Mutual Funds, Insurance & Wealth Planning

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Download our App

Invest Anytime, Anywhere - Download the AA Finserv App

Investing early makes a huge difference due to power of compounding.
Download the Mobile App and make your first investment today!

Download AA Finserv App on Google Play Store
Download AA Finserv App on Apple App Store

Blog

Financial Tips, SIP Guides & Investing Insights for You

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News

Latest Mutual Fund & Insurance News in India

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Aditya Birla Sun Life Mutual F...

The investment objective of the scheme is to generate regular income and capital appreciation by primarily investing in ...

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Kotak Mahindra Mutual Fund lau...

Passive Investment in equity and equity related securities replicating the composition of Nifty 500 Index, subject to tr...

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Jio BlackRock Mutual Fund laun...

The investment objective of the Scheme is to generate income by investing in active/passive debt-oriented funds and arbi...

Recognised and Featured Across Leading Media Outlets

Talk Street

Partners

Partnered with India's Top Mutual Fund Houses

    Amc Partners