Your Goals Deserve a Plan

Discover the freedom that comes with smart financial choices

About Aurus Wealth

Aurus Wealth LLP is an AMFI (Association of Mutual Funds of India) registered Mutual Fund Distributor. It has been in existence since 2000 and has functioned in its current form since 2014.

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Vision

To be your trusted partner on the journey towards financial freedom

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Mission

Our mission is to protect the interests of investors, enable them to achieve their financial goals, create wealth through a combination of comprehensive financial planning and proper asset allocation.

Where Are We

The LLP’s operations are mainly based in Mumbai (Chembur East), Maharashtra.

Why Partner With Us

Partner with us for goal-based investment strategies. We will help you curate a basket of Mutual Funds and other financial products to achieve your financial goals.

The Mumbai office comprises a team with a collective capital market experience of around 50 years. We currently have approximately 200 active clients, with total Assets Under Management (AUM) of around Rs. 200 crores. Our client base spans across geographies in India, as well as internationally in the UAE, Malaysia, Singapore, the United Kingdom and Australia.

Our Team

Usha Mohan

Partner

Chandra Mohan

Partner

Albert Mathews

Associate

Jijy Menon

Associate

Uday Shastri

Associate

Shivani Jadhav

Associate

Jayashree Bhat

Associate

Testimonials

Over the past few years, Aurus has played an invaluable role in guiding me toward better financial discipline, savings, and wealth generation. Their expertise has not only helped me grow my wealth steadily but also provided me with a clearer understanding of long-term financial planning. With their consistent support and tailored strategies, I’ve been able to align my financial decisions with my personal goals, creating a strong foundation for financial independence.

Thanks to Aurus’s guidance, I now have a much greater chance of achieving early retirement—something that once seemed out of reach. What stands out most is their ability to simplify complex financial concepts and turn them into practical, actionable steps that deliver real results. I feel more confident, secure, and optimistic about my financial future, and I am deeply grateful for the positive impact Aurus has had on my journey toward true financial freedom.

Aju Issac George
Sr. Manager - Field Operations, South Asia (United Tecnologies)

I have known Albert for a very long time now. He has a wonderful temperament and attitude, which makes him so easy to deal with. Jijy, who works with him, is totally hands-on with the day-to-day transactions and has an in-depth understanding of the investment platform and is a great asset for Aurus Wealth.

My family’s portfolio has done very well over the last 10 to 15 years, for which Albert is largely responsible. Starting first with pushing me to start investing and of course, managing the portfolio so well. Many thanks and best wishes to the Aurus team always.

Prakash Menon
Ex-CFO (Pharmaceutical Company)

Aurus Wealth has been exceptional in helping me achieve my financial goals. They took the time to understand my priorities, risk tolerance, and long-term plans before carefully constructing a diversified portfolio tailored to my needs.

Their strategy was well thought out, balancing growth opportunities with risk management, and they explained every step clearly. Over the last 10 years, I’ve seen measurable progress toward my financial objectives, and their ongoing guidance and regular review of my portfolio stays aligned with my goals. I truly appreciate their professionalism, expertise, and commitment to delivering results.

Vijay Philip
Chief Executive Officer (K.M. Dastur & Company Pte Ltd., Malaysia)

Our Services

Mutual Funds

AMFI affiliated – For investing in the entire range of Mutual Fund Products, both debt and equity across all Asset Management Companies, either in Lump sum or in SIPs (Systematic Investment Plans). Customized solutions through Mutual Fund investments to help meet your short-term and long-term goals, and help you identify the right scheme and amount to be invested.

We are a business partner of NJ (offering the BSE Star Mutual Fund Platform) and we are also empanelled with MFU (Mutual Fund Utilities), a platform created through the collaboration of Mutual Fund Asset Management Companies and MF Central – a single window, industry-level access to all unit holdings.

Yes, I am interested in learning more about Mutual Funds

AlF (Alternative Investment Fund)

SEBI mandates a minimum investment of Rs. 1 Crore in AIFs.
Other than equity AIFs, some AIFs invest in debt, real estate, private equity and unlisted space.

SIF (Specialised Investment Fund)

Specialised Investment Funds (SIFs) bridge the gap between Mutual Funds and high-ticket options such as PMS (Portfolio Management System) and AIFs (Alternative Investment Funds).

SEBI has introduced a new category of funds in 2025 called SIFs with a minimum investment of Rs 10 lacs, as against a minimum investment of Rs 500 in Mutual Funds, Rs 50 lacs in PMS and Rs 1 Crore in AIFs.

The AMCs (Asset management companies) are launching their SIFs, for example, SBI, Mirae, Edelweiss.

Fixed Desposites

To help cover your regular and post-retirement expenses, we offer fixed-income options such as Corporate Deposits, Senior Citizens’ savings plan.

 

We are partnered with –

  • Shriram Finance Limited,
  • Bajaj Finance Limited,
  • Mahindra Finance Limited and,
  • Sundaram Finance Limited.
Yes, I would like to learn more about Fixed Deposits –

Estate and Succession Planning

Succession and Inheritance planning for those interested in drawiang up a Succession plan/Will, including a Living Will. We can provide support to you through our associates who specialise in this area of work.

Insurance

Are You Adequately Insured?

  • Is your life insurance coverage sufficient?
  • Have you assessed your Human Life Value (HLV)?
  • Are you overpaying for insurance and seeking better options?
  • Aware of how medical inflation affects your finances?
  • Do you and your family have enough health coverage?
  • Are your elderly family members properly insured?
  • Would you need income support after an accident?
  • Do you have financial protection against critical illnesses?
  • Interested in how a Super Top-up plan can lower your premiums?

We have answers to all of these and more at our one-stop insurance mart.

We are partnered with Prudent Insurance Brokers, with access to life and health insurance products from all IRDA-registered insurance companies.

Term Insurance Plans
Pure protection plans that offer a lump sum benefit in case of the policyholder’s death during the policy term.

  • Individual Plans: Cover one person’s medical expenses.
  • Family Floater: One policy that provides shared coverage for the whole family under a single insured amount.
  • Senior Citizen Plans: Tailored for those aged 60 and above.
  • Super Top-up: Extra coverage beyond a set limit, at lower cost.
  • Provides a lump sum payout upon diagnosis of specified critical illnesses such as cancer, heart attack, etc.
  • Offers compensation in case of accidental death or disability (temporary or permanent), with payout based on the extent of the injury.

Let us help you secure your life and health with the right insurance solutions.

Get in touch for a personalized insurance consultation today!

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Contact Us

Address

307, 3rd Floor, Shiv Ashish Building, Above Bata Showroom, Chembur - East, Mumbai – 400071, Maharashtra, INDIA

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