01
Mutual Funds
Equity, debt & hybrid across every AMC from one dashboard.
Your personal wealth desk
Build Wealth. Achieve Financial Freedom. Create a Lasting Legacy.build wealth.
Helping ambitious professionals, entrepreneurs, and families grow, protect, and preserve their wealth through expert coaching, personalized financial planning, and disciplined investing.
Upload your CAS securely and get portfolio insights in seconds.
AMFI-registered MFD · ARN-340971256-bit TLS · data encrypted
Wealth journey
Projected portfolio value
₹4,87,25,000
+₹3,94,80,000projected growth
Year 10 of 20 · 10 years remaining
now
Illustrative projection
XIRR
14.8%
Active SIPs
7
🎓
Ananya's Graduation
Goal achieved
₹25,00,000 funded
🏡85%
Real Estate Purchase
₹85L of ₹1 Cr
🌴68%
Retirement Corpus
₹3.4 Cr of ₹5 Cr
15 Cities Served
2017 Year established
₹ 1,240 Cr advised
4.9 on Google (470+)
Since 2014
01 — Begin anywhere
Six steps towards a more secure tomorrow.
No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.
2 minutes
Discover your investor personality
A short reflection to understand your risk appetite and ideal allocation.
Get startedGoal planner
Plan your financial goals
Retirement, your child's future or a new home. See what it really takes.
Get startedFree analysis
CAS upload
Analyse your existing portfolio
Upload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.
Get startedBy AiM Investments
Explore curated investment baskets
Hand-built portfolios for every life stage, risk profile and ambition.
Get startedUp to 8.5% p.a.
Compare fixed deposit rates
Partner-issuer FDs side-by-side — often well above your bank, same safety.
Get startedFree
Talk to a partner
Book a free consultation
Sit down with a AiM INVESTMENTS partner to map your goals, risk and next steps. No obligation.
Book nowOur products
Every market, one relationship.
Explore a considered range of investment, protection and wealth-building products.
02
Investment Baskets
Curated, rebalanced portfolios for one-time or SIP.
03
PMS
Portfolio Management Services for portfolios above ₹50 lakh.
04
Global Equities
Own Apple, Nvidia & US index funds under LRS.
05
Fixed Deposits
High-yield FDs from partner issuers via Fixerra.
06
Bonds & NCDs
Government, PSU and corporate bonds, transparent yields.
07
NPS
A tax-efficient retirement corpus with the NPS.
08
Gold · SGBs · REITs
Sovereign gold bonds and listed REITs for diversification.
09
Life Insurance
Pure-term cover sized to your real liabilities.
10
Health Insurance
Right-sized floater & super-top-up, claim support included.
Recognition
Trusted by families, recognised by the industry.
A few moments we are proud of. We work for outcomes, not trophies — nice to be noticed.
2023
Best Financial Mentor
AMFI Distributor Excellence, by net SIP inflows.
2024
Client Growth Award
Recognised for 96% annual client retention.
2023
Best Financial Mentor
By a leading AMC, for systematic-investing growth.
2022
Equity Champion (Individual MFD) - West
Maharashtra chapter, early-growth recognition.
2024
Best Client Retention
Recognised for 96% annual client retention.
2023
SIP Champion of the Year
By a leading AMC, for systematic-investing growth.
2022
Family Protection Champion
Maharashtra chapter, early-growth recognition.
2022
Rising Distributor
Maharashtra chapter, early-growth recognition.
As featured & partnered with
Economic TimesMintFinancial ExpressCafemutualPIFFAMFRTAMG
03 — Curated portfolios
Portfolios built with conviction.
Each basket is researched, rebalanced and reviewed by our team every quarter. Invest with clarity, not noise.
Returns shown are illustrative past performance and do not guarantee future results. Mutual fund investments are subject to market risk; read all scheme-related documents carefully.
Conservative
Steady Compounder
Protect wealth. Beat inflation.
3Y CAGR · illustrative
9.8%
35% equity
from ₹2,500/mo
ModerateMost popular
Wealth Builder
An all-weather core for goals 5–10 years away.
3Y CAGR · illustrative
12.4%
60% equity
from ₹5,000/mo
Aggressive
Freedom Portfolio
Maximize growth over 10+ years.
3Y CAGR · illustrative
15.1%
85% equity
from ₹10,000/mo
05 — See it compound
What could an SIP become?
Small, regular and patient beats large and occasional. See how much of your final corpus is money you put in versus money the market made for you.
Monthly SIP₹50,000
Invested
₹1.80 Cr
Growth
₹13.60 Cr
Total
₹15.40 Cr
Projected value in 30 years
₹15.40 Cr
at an assumed 12% p.a. · illustrative
+13.60 Cr of growth
InvestedGrowth
06 — Goal-based investing
Every rupee, pointed at a life you choose.
We translate your goals into an inflation-adjusted number and the monthly SIP that gets you there.
- Inflation-adjusted targets, not round guesses
- The exact monthly SIP for each goal
- A live “goal health” score, reviewed quarterly
Illustrative example
Retirement at 55
On track · ₹3.0 Cr target
Child's education
On track · ₹50 L target
Home purchase
Behind · step up SIP by ₹6,000/mo
07 — Score your portfolio
Upload your Consolidated Account Statement.
We'll securely analyse mutual funds, diversification, risk exposure, fund overlap and performance trends.
Processed in encrypted memory and deleted after analysis — we never store your CAS password or share data with third parties.
Encrypted in transit Read-only analysis No credentials stored AMFI registered
Analyse my portfolio Drop your CAS here, or click to browse
From CAMS or KFintech · PDF · up to 10 MB
CAMS CAS KFintech CAS NSDL CAS
08 — The people behind it
Wealth is personal. care about your money.
We don't sell mutual funds—we build personalized wealth creation strategies. Every client receives a comprehensive Financial Freedom Roadmap. Proprietary AiM Investment Research Framework™. Proprietary 60·20·20 Investment Architecture™. Goal-based investing aligned with life milestones. Continuous portfolio monitoring and periodic rebalancing. Coaching-first approach. Integrated wealth management. Technology-enabled client experience. Long-term partnership model. Evidence-based investment philosophy.
Yogesh Arun Lokhande
Co-Founder & Wealth Mentor · BE · 12 years
Yogesh Arun Lokhande is a Financial Freedom Mentor, Mutual Fund Distributor, entrepreneur, author, and the Founder of Financial Aazadi Hub. He is dedicated to helping working professionals, business owners, and families build long-term wealth through disciplined investing, financial planning, and practical money management. With over two decades of experience in personal finance and wealth creation, Yogesh has guided hundreds of families in achieving their financial goals through mutual funds, insurance, and goal-based investment strategies. He currently manages an AUM approaching ?100+ crore and about to serve more than 1000+ investors.
Arun Vithal Lokhande
Co-Founder & Wealth Mentor · Author · Mutual Fund Professional
Arun Vithal Lokhande is a Wealth Mentor, Mutual Fund Professional, entrepreneur, and author of The Mutual Fund Blueprint: 10 Secrets of Successful Financial Planning and Investment. He is passionate about helping individuals, working professionals, business owners, and families make smarter investment decisions and build long-term wealth through disciplined investing and structured financial planning.Through his experience in financial services and wealth management, Arun focuses on simplifying the complexities of investing and helping investors avoid common mistakes. His approach combines practical financial planning, goal-based investing, mutual funds, and long-term wealth creation to help individuals build greater financial confidence and work towards financial freedom.As the author of The Mutual Fund Blueprint, Arun aims to make investment knowledge simpler, practical, and accessible—helping investors take greater control of their financial future.
Top 100 MFDs in India
Cafemutual Awards · 2024
Same-day responses
Avg. first reply under 3 hours
96% families stay
Retention across 10+ years
09 — Why we started
We look after your money like it's family.
I founded AiM Investments with a simple belief: every hardworking individual and family deserves a clear path to financial freedom, not just access to investment products. After witnessing how many people struggled with money despite earning well, I made it my mission to simplify wealth creation through education, personalized financial planning, and disciplined investing. Today, our purpose is to help families build, protect, and preserve wealth that lasts for generations.
““Success is measured by how much closer our clients are to achieving their financial goals.””
Book a free consultation2017
Founded in Pune
230+
Families served
₹ 25 Cr
AUM distributed
12 yrs
Average client tenure 7+
Goal-first, always
Every recommendation traces to a goal you set — never a commission table.
Fees you can see
Plain-English disclosure of exactly how we're paid on every product.
One advisor, for years
A named advisor who knows your family — not a rotating queue.
Quarterly reviews
We rebalance and review every quarter, not just when markets fall.
10 — In their words
"Working with Yogesh transformed the way I think about money. Instead of chasing returns, I now have a disciplined wealth-building system"
RS
Darmendra Bulbule
Research Head
AiM INVESTMENTS on mobile
Your whole portfolio,
AiM INVESTMENTS
This app is exclusively available for investors who have availed the services of AiM INVESTMENTS, an AMFI-registered Mutual Fund Distributor. The platform provides access to a wide range of Mutual Fund schemes, enabling investors to make informed investment decisions based on expert recommendations.
Biometric login
UPI autopay
Smart alerts
4.8 average
Good evening
Investor
Total portfolio
₹ 18,42,650
+14.2% all time
Funds
Goals
Chat
Retirement68%
Child education41%
11 — Start in 2 minutes
Your wealth journey begins with one honest question.
What do you really want from your money? Take the 2-minute investor assessment — no email needed to start.