Client Testimonials
Its been a while since I started 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 2 years ago 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 term 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
Program Manager ( Azure Data SQL ) @ Microsoft
Akshay, your work never ceases to amaze me!
Mr Kanagasabapathi Shanmugasundaram
Senior Service Delivery Manager
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 chart out a plan for meeting my current and future financial goals. We went through all my current investments and rectified certain nomination issues and name corrections etc - that 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 carried out a goal setting exercise and identified 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 chart a good course ahead.
Mr Kuruvilla Abraham
Business Head at Tacten
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 be for years to come.
Ms Pratima Dantuluri
Associate Director, Affinity Global Inc
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, his curated investment options were invaluable. 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 Akshay. His guidance is an invaluable asset.
Mr Hemanth Prasad
Senior iOS 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 Limited
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 privilege 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 Mercy Andrew Swamidoss
Teacher