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Client Testimonials

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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

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Akshay, your work never ceases to amaze me! 

Mr Kanagasabapathi Shanmugasundaram 

Senior Service Delivery Manager 

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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 

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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

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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

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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 

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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 

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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 

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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

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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 KS

Salaried Professionals

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COVID taught doctors like me the importance of financial planning. So, I started learning about personal finance in my free time. Got to know about the concept of Fee Only Financial Planners from Freefincal. I decided to work with one such planner, Akshay Nayak. He is approachable at all times (I have troubled him often). He clears doubts even though they are silly. More importantly he is not judgemental and his services are affordably priced. 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 for 2023 was to secure my family financially. This engagement with Akshay has helped towards achieving that. I have also told my wife many times about the advice which I receive from from him. I am happy to be associated with Akshay.

Dr Balaji Venkatraman 

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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 

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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 

Accounts Payable Officer 

Testimonials: Testimonials
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