FAQs
Getting Started
AVM Finserve is a wealth management and financial advisory firm that helps individuals, families, professionals, and business owners build, manage, and preserve wealth through investment solutions, financial planning, insurance, and risk management services.
Simply schedule a consultation with our team. We will understand your financial goals, review your current financial situation, and recommend suitable investment and wealth management solutions.
Contact us at +91 7890333000
Generally, you will need a PAN card, proof of identity, proof of address, bank account details, and other documents required for KYC verification. Our team will guide you through the entire process.
Account & Support
You can contact AVM Finserve via phone, email, or text message during business hours. Our team is available to assist with account-related queries, portfolio reviews, investment guidance, and service requests.
Our team is available Monday to Friday, from 9:00 AM to 6:00 PM.
You can update your personal, contact, or banking details by contacting our team and submitting the required supporting documents. All updates are processed in accordance with applicable KYC requirements.
Protecting client information is a top priority at AVM Finserve. We follow strict confidentiality standards, data protection practices, and applicable regulatory requirements to safeguard client data and ensure privacy.
Investments & Wealth Management
We offer a range of investment and wealth management solutions including equities, mutual funds, SIPs, fixed-income products, bonds, insurance solutions, financial planning, and forex advisory services.
Yes. Clients can use the Motilal Oswal RISE app to invest, track portfolios, monitor holdings, access research, and manage their investments conveniently.
Contact us at +91 7890333000
Yes. We offer free portfolio reviews to help clients understand their current investments and identify opportunities for improvement.
Yes. Through the RIISE platform, clients can view and monitor their investments and family portfolios in one place.
We begin by understanding your financial goals, investment horizon, risk appetite, and current financial position. Based on this assessment, we create a tailored strategy designed to help you achieve your objectives while balancing growth, risk management, and liquidity needs.
AVM Finserve combines the convenience of Motilal Oswal's technology and investment platform with personalized guidance, portfolio reviews, financial planning, and dedicated relationship support. Clients benefit from both digital convenience and human expertise.