
Wealth isn’t built by chance.
It’s built by discipline in effort, process in action, and commitment through volatility.
Mr. Manmohan Pandey
Director | CFP
My Journey: From a Vision to a Legacy
2012
2015
2018
2020
2024
2030
A New Beginning
Left my job to pursue CFP and help people with financial planning.
First Milestone
Completed CFP, started in a 120 sq. ft. office with 10 clients and ₹3 crore AUM.
Growth & Expansion
Shifted to a bigger office in Kolkata, expanded the team, and adopted new technology.
AAS Investment Pvt. Ltd.
Transformed into a Pvt. Ltd. financial firm, received BSE Star MF Award for highest transactions in Eastern India.
Scaling New Heights
Managing ₹150 crore AUM, serving 1,000+ families, covering 250+ pincodes and 10+ countries with a 10-member team.
What Next?
Managing ₹1,000+ crore AUM, serving 10,000+ families, spanning 1,000+ pincodes, powered by a 50+ member team, and expanding into Investor Advisory Services (RIA) and Portfolio Management Services (PMS).
My journey began with a simple yet powerful idea—to provide financial security through proper goal-based investment planning and asset allocation. I saw too many people struggling due to a lack of awareness about managing their wealth. I wanted to change that.
In 2012, I left my job to pursue Certified Financial Planner (CFP) certification with a clear vision: to help people achieve financial freedom. By 2015, I completed my CFP and started my practice in a 120-square-foot office with just 10 clients and ₹3 crore in assets. It was challenging to convince people about financial planning, but as they saw results, referrals started coming in.
By 2018, my firm had grown significantly. We moved to a larger office in the heart of Kolkata and expanded our team. We adopted the best technology to serve clients efficiently. Our vision was clear—help more people secure their financial future.
In 2020, we took a major step forward. AAS Investment became a Pvt. Ltd. financial firm with a long-term growth strategy. That same year, we received the Highest Transaction in Eastern Region BSE Star MF Award. It was a proud moment, proving that our approach was making a real impact.
In 2024, AAS Investment manages ₹150 crore in assets, serving 1,000+ families and institutions across 250+ pincodes and 10+ countries. We have built a strong team, trained to provide expert financial guidance.
Over the years, I have received multiple awards and recognition from leading financial institutions. My work has been featured in The Hindu, Economic Times, Dainik Jagran, and Sanmarg. More importantly, I have helped hundreds of investors achieve stable, long-term growth.
My mission remains the same—to educate people about financial planning, manage wealth with transparency, and build a team dedicated to excellence. AAS Investment is not just a company; it is a commitment to financial security and growth for all.
The Impact:
Real People, Real Results

Then, I met Manmohan Pandey. He helped me understand the power of goal-based strategic investment. Slowly, I shifted my investments to AAS Investment. My money became more secure, and I finally had control over my finances.
Now, I enjoy my wealth with confidence. The financial strength and discipline I have today are all because of Manmohan Pandey.
– Yogesh Upadhyay

Then, I met Manmohan Pandey. He showed me how to build a balanced portfolio. I learned to invest wisely in mutual funds and other secure options. My wealth started growing in a stable, predictable way.
Now, I feel in control of my financial future. I have peace of mind, and I can enjoy my success without worry. Manmohan Pandey gave me the knowledge and discipline to make that happen.”
– Devendra Agarwal
Awards &
Recognitions










Your vision builds the Nation,
our vision builds YOU.