Welcome To Aksh Finserv
A trusted name for personal savings and investment planning
YOUR GOALS : OUR MISSION!
We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India) and IRDA. Our team of highly qualified and experienced advisors provide complete solutions of Mutual Funds portfolio, insurance, tax laws, and suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
Why Us?
Personalized and holistic Portfolio construction and maintenance.
Customer centric approach: Planning strictly with your financial goals in mind
100% Paperless process: web and app based access to clients from anywhere in world
Single digital window for everything: Mutual Funds, Equity, Annuity management, Insurance, Health care management, Corporate and gold bonds etc.
Emphasis on safety and tax optimization while safeguarding family finances
Quick and efficient resolution of customer queries and complaints
Assisting clients in fulfilling their needs.
Our Team
Awarded “Top 100 women in finance, 2019” by AWMIE
Top of The Table Member, MDRT
Top most advisor and Living Legend, Kotak Life India
IRDA Certified Investment Planner
Annuity, Debt instruments, Hedge
Life & Non Life Insurance
AMFI accredited Investment Consultant
Graduate, Symbiosis School Of Liberal Arts
MDP, IIM Indore
