Akshayee Wealth

Comprehensive Financial Planning

A financial plan is a roadmap to your financial journey. It includes your cash flow analysis, net worth statement, Goal-based planning, debt management, and Insurance need analysis.

Retirement Planning

Retirement planning is the most important life goal where expenses continue to rise, but there is no income during this phase. Hence we need to plan wisely for retirement.

Progressive Wealth Management

Your hard-earned money needs proper management while considering your risk profile and desired asset allocation. Managing your money with proper professional guidance can prove to be an very helpful in the long term.

    
 
 
        
   Vaibhav Kalebag 
 8 August 2023
 
 
  Kudos to M/S Akshayee Wealth & Mr. Ojas – finance's true friend & guide. Nailed my needs with top solutions, WOW! Ojas brilliantly streamlined my investments & insurance.
  
 
       
   abhilasha kale 
 2 May 2023
 
 
  Akshayee wealth has been my go to firm for my financial management needs, helping me manage my tax savings plus plan better for my future. Being at the nascent stage of my career and little knowledge of finances, Ojas has been a great support to help me understand the complexity in layman terms and experiencing growth from the start of mỳ investment.
  
 
       
   viraj shinde 
 17 April 2023
 
 
  For advice on investing and for portfolio management, it’s actually good. For SIP half yearly detailed review with counter measures on switching between fund according to one’s requirements and goal use to schedule. Various FD, P2P lending etc options are also shared as per availability in market. For those who want to start investing with risk free portfolio I must suggest them Akshyee wealth as an option
  
 
       
   Nandkumar Patil 
 16 March 2023
 
 
  Akshayee Wealth is an excellent financial service provider that offers a comprehensive suite of services to help clients achieve their financial goals. Their professional guidance and expertise can make a significant difference in managing money, planning for the future, and reducing tax outflow. If you're looking for a reliable and experienced financial service provider, Akshayee Wealth is an excellent choice. Special Thanks to Mr. Ojas for timely proper support and guidance.
  
 
       
   Bonsai kapilaascreations (Bonsai kapilaascreations) 
 6 March 2023
 
 
  We enjoyed talking with Ojas Dandgaval, He is a very knowledgeable and experienced person. When I was looking for some investment plans, he explained in a lucid manner the nuts and bolts of Mutual funds and shares. I sincerely recommend him for investment requirements.
  
 
       
   Ishwar Botre 
 4 March 2023
 
 
  Really happy with the kind of service. Ojas helped me in streamline my investments and insurance.
Trustworthy!
  
 
       
   shubham chaudhari 
 3 March 2023
 
 
  Ojas helped me in managing my funds and also helped me out with financial planning to achieve my goal in the most effective way. He is always available for query resolution and also suggested number of ways to keep strong investment profile.
I am very satisfied with the kind of service I received from day one. I would really recommended "Akshayee Wealth" for better investment.
  
 
       
   Akshay Duratkar 
 3 March 2023
 
 
  Ojas is Good financial advisor. He has good exposure about funds, investment, tax savings. At last satisfied solutions.
  
 
       
   Sandesh Panhale 
 21 February 2023
 
 
  Nice investment suggestions by Ojas as per my Goals.Every point he explained in depth about my all queries.Really Awesome experience about service provided by you.Thank you.
  
 
       
   Abh!shek G. 
 18 February 2023
 
 
  I have been a client of Akshayee Wealth for the past few years, and I am very impressed with their services. The team at Akshayee Wealth is knowledgeable, professional, and responsive, and they have helped me manage my investments and financial goals with ease. Ojas has a great track record of providing personalized investment advice and developing customized solutions that fit my unique needs.
Kudos!