Aurion Advisors
Principal Advisor: Aarti Mohan
SEBI RIA REG NO: INA000019999
Aarti Mohan is a certified financial planner with over 15 years of experience in wealth management and financial planning. She specializes in helping young professionals build their financial foundation.
Building wealth through intelligent financial planning
Services Offered
Comprehensive Financial Planning
Complete financial roadmap covering investments, insurance, tax planning, and retirement goals.
Tax Optimization Strategies
Strategic tax planning to minimize your tax liability while maximizing savings and investments.
Mutual Fund Portfolio Management
Expert guidance on mutual fund selection and portfolio rebalancing.
About Aurion Advisors
Aurion Advisors is a SEBI-registered investment advisory firm focused on providing comprehensive financial planning solutions to young professionals and salaried individuals. We believe in creating long-term wealth through systematic investment planning.
Client Testimonials
“Rajesh helped me understand the importance of early financial planning. His advice has been invaluable.”
Priya Sharma
Software Engineer
“Excellent tax planning strategies that saved me significant money.”
Amit Patel
Marketing Manager
Frequently Asked Questions
What makes Aurion Advisors different?
We focus on young professionals and provide personalized, tech-driven financial planning solutions.
How do you help with tax planning?
We analyze your income sources and suggest optimal tax-saving instruments under various sections.
