Its been a while since I start earning but when it came to financial planning I have always been a novice. Because of my lack of expertise in this field I decided to work with a financial advisor and I think it was a great decision! When I started working with Akshay, he took time to understand my risk profile, and came up with a financial plan in a professional, methodical manner that was very specific to my needs. I loved how he analyzed the client mindset and thought process around finance to assess my willingness for risk taking and discipline towards money. He is a rare find who along with providing great investment advice as a financial advisor is also committed to promoting financial awareness and has educated me in so many aspects.Today I am much more comfortable choosing funds for my investment portfolio because of this . The time and effort he puts to genuinely relate with his client is commendable. His up to date expertise in the financial sector is a super plus as he spends a lot of time researching and blogging about personal finance & investing on his blog "Finance Made Fun For Everyone". I feel very confident that my long terms goals will be met and well tended by Akshay as we share similar values of building up wealth through better savings behavior & applying discipline to navigate changing markets which leads to an enjoyable and less stressful financial journey. If you are looking for an honest, reliable, disciplined, confident and talented financial advisor I would highly recommend working with Akshay
Ms Pooja Kamath
Senior Product Manager, Microsoft
Akshay, your work never ceases to amaze me.
Mr Kanagasabapathi Shanmugasundaram
Senior Service Delivery Manager, Tata Consultancy Services
I engaged Akshay to audit my current personal investment and finance practices and based on which to rectify, streamline and put in place safe guards, and charting out a plan for meeting current and future financial goals. We went through all my current investments and rectified certain nomination issues and name corrections etc - that otherwise if not corrected - has potential challenges in the event of a claim. Next we put in place term plans, and health covers that our family would need based on proven calculations. Then we chalked out a goal setting exercise and identify different investment instruments that would enable me to realise those goals. Overall me being a busy professional - this exercise of engaging Akshay helped me to get a grip on my financial situation and setup healthy safe guards and ground rules to be implemented meeting all our current and future financial goals and eventualities. I would highly recommend Akshay's services to help you get a grip on your finance and charting a good course ahead.
Mr Kuruvilla Abraham
Business Head, Fossilworks Inc
Akshay is a very attentive and responsive financial planner. He provides both sound data backed advice as well as professional service. He answered our queries patiently and ensured understanding. Thank you Akshay.
Mr Sherwin Pinto
Chief Officer, Very Large Crude Carrier
After my MBA, I was looking for guidance on how to start afresh with my financial planning and I found the right fit with Akshay since he was very open to understanding how I operate with money and then built a plan around it. With consistent interactions he evaluated my risk profile, noted my goals and provided me with tailor made solutions that would be the perfect start to my journey. I'm sure our association will continue for years to come.
Ms Pratima Dantuluri
Senior Director, Affinity Global
I had the absolute pleasure of working with an outstanding financial advisor Akshay. He completely turned around my approach to how I think about my finances. Amidst conflicting advice from banks and agents, Akshay intervened just in time, saving me from potential financial pitfalls. What truly stood out were the tailored concepts and thumb rules he provided. Instead of bombarding me with jargon, he patiently explained fundamental financial principles that I should follow. These guidelines were not only practical but also tailored to my specific financial goals and risk appetite. His transparent and dedicated approach was refreshing. Most importantly, he recommended investment options that were the right fit for my needs. Understanding my circumstances, he presented well explained, comprehensive avenues, instilling the confidence to shape my financial future. In conclusion, Akshay's impact is immeasurable. His expertise, personalized guidance, and unwavering commitment are truly commendable. I wholeheartedly vouch for this advisor. His guidance is an invaluable asset.
Mr Hemanth Prasad
Senior Software Engineer, Tinder
Akshay has helped me understand important fundamentals of personal finance such as life insurance, health insurance, etc. He also helped me stramline my investments, plan for specific goals and temper my fantasies with reality.
Mr Pushkal Srinivas Balasunder
Marine Engineer, Zodiac Maritime
Passion, knowledge and a genuine interest in achieving the best for clients is what makes Akshay one of the finest financial advisors. I would highly recommend him to anyone wanting to achieve better financial outcomes with a carefully crafted financial plan.
Mr Prateek Singh
Software Professional, Mastercard
I had the pleasure of working with Mr. Akshay Nayak as my financial advisor. He is very knowledgeable, understanding, communicative, and he took stock of everything related to me; my finances, my family background, my goals, retirement needs, my saving and spending habits, and then gave a detailed financial plan to help me achieve all that I want to do. It is completely with my interests and capabilities in mind, and I am following it. I highly recommend him! His expertise is worthy of admiration. He is hardworking, well-informed and gives in-depth explanations on different financial aspects. I enjoyed working with him!
Ms Caroline Swamidoss
Teacher
My spouse and I had a positive experience with our financial planner, Akshay. Our interaction was spread over a period of 4-6 weeks. His dedication in providing inputs and guidance has been invaluable, breaking down complex financial concepts and ensuring well-researched recommendations resulting in a better financial understanding and decision making. Thanks for making our financial journey more understandable and manageable. Highly recommended!
Mr Dinesh Gowda & Ms Sruthi K S
Software Professionals
COVID taught Doctors about Insurance, Financial importance. So, started reading in my free time. Came across Fee Only Planners from Freefincal. I chose Akshay Nayak. He is approachable at all times (I have troubled him often), and clears doubts even though they are silly and non judgemental. We did many sessions and I learnt many things from him. His plan is very simple but based on solid fundamentals. One of my aims in 2023 was to secure my family financially. I have told my wife many times about the advice which i receive from you. I am happy to be associated with Akshay.
Dr Balaji Venkataraman
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I wanted to express my sincere gratitude for the detailed financial plan you provided. Your expertise not only outlined a comprehensive strategy but also effectively educated me on essential finance basics. I feel more empowered and confident in managing my financial goals. Thank you for your invaluable guidance.
Mr Prasenjit Roy
Software Professional
Working with Akshay to plan my finances was fantastic. He really listened to what I wanted and made a plan just for me. Akshay knows a lot about investing and explained everything clearly so I could understand. He always kept me updated and answered all my questions quickly. I feel much better about my money now, thanks to Akshay's help. I highly recommend him if you need someone trustworthy and smart to guide you with your finances. Akshay is the best!
Mr Sumit Gaur
Salaried Professional
Ms Srishty Gupta
Senior Software Developer, AngelOne
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I would like to call Akshay my "financial mentor" rather than financial planner who has guided me from the beginning and created a simple and efficient plan for my goals. He has presented the plan in a most intriguing way. I would recommend his services to people i know without a second thought.
Mr Hemachandran T P
Technical Sales Engineer, Carel
I had an opportunity to work with Akshay and hire his services as my financial planner. Akshay’s knowledge and insights about financial Planning related to retirement planning, insurance and wealth management is amazing. His simple and no nonsense approach towards money management is worthy of praise. As an individual , if you are serious about getting financially disciplined and independent, I definitely recommend Akshay’s services.
Mr Gara Santosh Kumar
Senior Advisory Consultant, IBM
​I found Akshay's profile on Feeonlyindia.com and liked his financial acumen, client education focus, and ability to simplify complex ideas. After we started working together, he built a risk profile and helped me track my investments, expenditures, and savings to organize my finances. I appreciated his calculated, risk-free investment approach and use of good financial instruments to achieve goals. I learned a lot from our discussions and his blogs, and his practical approach helped me focus on the bigger picture of my investments instead of unreliable financial products. I highly recommend Akshay and plan to continue working with him.
Mr Harsh Bardhan Mishra
Software Professional
I had a very good experience working with Akshay. Also I am glad I got the right advice at the right moment. I decided to exit from the wrong decisions I made with my money and then I found Akshay's profile. From day 1 it was out and out professional and clear on communication. I particularly liked the part where he mentioned our plan will be to make me independent in 2-3 years in terms of planning. This is unlike other planners where they want to retain dependency. The clarity on retirement plan, investment paths for a working professional made a lot of sense. Understood a lot of stuff from our sessions. Looking forward to a well planned financial life. Thank you Akshay.
Mr Damodar Acharya
Analytics Engineer, Schlumberger
Before meeting Akshay, I never fully grasped the true role of a Financial Planner. It's not about overwhelming you with complexities or pushing products that don’t align with your goals. Rather, as my journey with Akshay has shown me, it starts with developing a deep understanding of your unique goals and responsibilities. From there, it's about providing guidance, support, and education to help you see the once-daunting task of managing finances as something more manageable. Akshay has helped me become more informed, responsible, and independent, transforming financial planning from a burden into a valuable process that enhances my life.
Ms Megha Mittal
Writer & Theatre Actor
I came to Akshay at the start of my career, recognising that there were significant gaps in my understanding of personal finance. Throughout our engagement I've felt his genuine interest in ensuring my financial wellbeing. His recommendations were always tailored to my specific situation, and he took the time to ensure I understood the rationale behind each suggestion. Thanks to his guidance, I now have a much stronger sense of control and confidence over my finances. Working with him has been a pleasure and I wholeheartedly recommend his services to anyone looking for a knowledgeable, reliable partner in financial planning.
Mr Adam Jijo
Software Engineer 1, Swym
I had zero knowledge about financial planning, but Akshay Nayak completely changed that for me. His approach was patient and clear, making complex financial concepts feel accessible and manageable. He guided me step-by-step on how to start saving and investing, which has given me both confidence and a sense of financial security. Akshay’s advice has truly been invaluable, and I couldn’t have asked for a better guide on my financial journey. Highly recommended for anyone looking to build a strong financial foundation!
Mr Saqeeb Mohammed
Salaried Professional
With a deep understanding of individual financial journeys, Akshay, a seasoned financial planner, provides customized solutions to help clients achieve their financial goals. I wholeheartedly recommend him for comprehensive family financial planning.
Mr Dinesh Goudar
External Manufacturing Lead, Kashiv BioSciences LLC
Working with Akshay on my financial plan was a truly enlightening experience. He took the time to understand my goals, explained everything in simple terms, and created a plan that is practical and easy to follow. It was a simple and no nonsense approach to financial planning. I now feel much more confident and in control of my financial future. His professionalism and punctuality really stand out.