FINANCE CONSULTING

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Asset Elixir has transformed my financial outlook with their expert guidance and personalized strategies. Mr. Shivam Pathak's commitment and deep understanding of my needs have been invaluable. Highly recommend for comprehensive wealth management!

Shubha

As a busy surgeon, financial planning and saving were always at the bottom of my priority list due to time constraints. Although I wanted to save, I could never find the time to organize my finances properly. That all changed when I met Shivam Pathak. Shivam took all my financial worries off my shoulders. He helped me design a financial framework that finally allowed me to manage my finances, pay my bills, handle EMIs, plan savings, and even invest in personal interests—like buying that expensive phone I always wanted! He turned what I could only imagine into a practical reality. I am incredibly grateful to have found such a genuine person. I highly recommend Shivam to anyone looking to grow their wealth in a secure and fulfilling way.

Dr. Firdous Pathan Surgeon

I have been working for more than 10 years and began my financial journey with basic savings in fixed deposits (FDs). After meeting with them, they recommended options that perfectly suited my needs—tax-efficient strategies that fully leveraged my savings potential. Their consistent support has been invaluable in helping me make informed financial decisions, and their guidance has truly made a significant difference. What stands out the most is their dedication to regularly connecting with me, ensuring that my financial goals remain on track. Our discussions have also encompassed diverse investment options such as Real Estate, Gold, and Mutual Funds, providing me with a comprehensive and well-rounded approach to wealth creation.

Mrs. Shikha Technical Specialist

I am a practicing dentist and recently started investing with Asset Elixir. In the initial phase, we discussed various investment options, including real estate. The best part of working with them is the frequent and meaningful communication. Their suggestions are always tailored to suit my specific requirements.

Dr. Bancy eldo Dentist

I had been working for 10 years and didn’t know what I had done with my money until then. After attending one of his seminars, we decided to meet him in person and move forward. I may not understand the markets well, but what I do know is that at least I am now saving my money. After our monthly and quarterly calls, I feel more accountable for my future, and at least I am taking responsibility.

Mr. Dhiraj Supply Chain Analyst

I had good saving habits and was investing accordingly, but as my income increased, managing my finances started taking a back seat. That’s when I began looking for someone like Shivam, who could help me put my finances in order. He’s always just a call away and dynamic in incorporating feedback. So far, this journey has worked well for me, and I’m focused on building my Financial Elixir for the future.

Mr.Suraj Sales Territory Head

With work commitments and continuous changes in my finances, managing them became increasingly difficult. That’s when I approached Shivam for help. During this journey, I realized I had overlooked several crucial aspects while managing my personal finances on my own. What truly stood out was Shivam’s honesty and the timely delivery of his services. Every task entrusted to him was completed on time, making this experience smooth and reliable.

Mr. Rohit Co-Founder and CTO at Sunday Tech

They are very good in managing the personal finance and also they helping my children. So that they can start the journey very early and do well. I recommend Asset Elixir.

Mr. Roshan Sales Territory Head

I have been working for more than 10 years but was only saving a limited amount. After receiving a reference from one of my relatives, I decided to meet Shivam. I explained to him that my income isn’t always consistent and can vary, making it challenging to commit to a fixed investment amount. He assured me that we would connect each month to plan investments accordingly. Beyond just returns, Shivam has helped me realize my financial potential. Together, we always plan with yearly targets in mind. Thank you, Shivam

Ms. Sailee French Teacher | Marketing Executive

Shivam’s guidance in my investment journey has been invaluable. He took the time to understand my goals and provided practical, tailored advice. His empathetic approach and clear explanations made the process easy and reassuring. If you're looking for a financial advisor who truly cares and offers realistic solutions, Shivam is the one to trust!

Ms. Apurva Social Media Marketing| Content Creation

It has been an incredibly satisfying journey with Asset Elixir so far. I owe them full credit for helping me embark on my financial journey. I truly appreciate the team’s thorough approach in analyzing my finances. After deeply understanding my financial requirements and evaluating my resources to meet future financial goals, they provided well-considered investment suggestions. With their support, I feel assured of a secure financial future and a smooth transition for my goals. A big thank you to Shivam and the entire Asset Elixir team for being there every step of the way! For anyone seeking conflict-free and reliable financial advice, I highly recommend Asset Elixir

Mr. Pankaj Compliance and Client Experience Head

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YEARS OF

EXPERIENCE

Mr. Shivam’s expertise and dedication have successfully guided over 100 families in achieving their financial goals and securing their futures. His approach, characterized by a profound understanding of each client’s unique needs and an unwavering commitment to excellence and ethical standards, positions Asset Elixir as a trusted partner in wealth management.

Top Leading Consulting

Trusted in Wealth Management Since 2023

INTRODUCTION OF US

Asset Elixir Services

We offer a comprehensive suite of financial services, including tax planning, smart money management, and retirement planning, tailored to meet your unique needs. From right asset allocation to evaluating investment products, we ensure your financial goals are strategically achieved.

Why Choose Asset Elixir?

Optimized Investments

We ensure your surplus funds work efficiently without compromising on liquidity or emergency needs, resulting in significant financial improvements.

Financial Clarity

Understand your current financial status and plan effectively for the future.

Accountability Partnership

We act as a constant guide and monitor, helping you stay on the right financial path. (“सहायतां कर्तुमिच्छामि” – I desire to assist you.) (“अन्योन्यं परस्परं युज्यते योगसंज्ञित” – Mutual support is called yoga.)

Family Support

In the unfortunate event of a client’s passing, we offer continued support to the family, ensuring their financial security during challenging times.

Fiduciary Commitment

As fiduciaries, we prioritize your best interests in every interaction, recommending only the most suitable financial products with transparent reasoning. If a product doesn’t align with your goals, even if it offers higher commissions, we’ll advise against it, always putting you first. Our commitment to integrity means you can trust that every recommendation is driven by your long-term success. We believe that your financial journey deserves a partner who listens, understands, and acts solely in your favor.

Charges - Value Assurance

We don’t charge clients directly and earn through commissions, but we ensure our recommendations are always in your best interest. Our focus is on making the process simple and improving your financial journey. For example, when you invest, we are compensated, but if you redeem, we earn nothing. We prioritize your goals, like saving for a child’s education, over potential commissions, valuing your trust and financial well-being above all.

Testimonials

“As a busy surgeon, financial planning and saving were always at the bottom of my priority list due to time constraints. Although I wanted to save, I could never find the time to organize my finances properly. That all changed when I met Shivam Pathak.

Shivam took all my financial worries off my shoulders. He helped me design a financial framework that finally allowed me to manage my finances, pay my bills, handle EMIs, plan savings, and even invest in personal interests—like buying that expensive phone I always wanted!

He turned what I could only imagine into a practical reality. I am incredibly grateful to have found such a genuine person. I highly recommend Shivam to anyone looking to grow their wealth in a secure and fulfilling way.“

“I have been working for more than 10 years and began my financial journey with basic savings in fixed deposits (FDs). After meeting with them, they recommended options that perfectly suited my needs—tax-efficient strategies that fully leveraged my savings potential. Their consistent support has been invaluable in helping me make informed financial decisions, and their guidance has truly made a significant difference.

What stands out the most is their dedication to regularly connecting with me, ensuring that my financial goals remain on track. Our discussions have also encompassed diverse investment options such as Real Estate, Gold, and Mutual Funds, providing me with a comprehensive and well-rounded approach to wealth creation.“

“I have been working for more than 10 years but was only saving a limited amount. After receiving a reference from one of my relatives, I decided to meet Shivam. I explained to him that my income isn’t always consistent and can vary, making it challenging to commit to a fixed investment amount. He assured me that we would connect each month to plan investments accordingly. Beyond just returns, Shivam has helped me realize my financial potential. Together, we always plan with yearly targets in mind. Thank you, Shivam“

“I am a practicing dentist and recently started investing with Asset Elixir. In the initial phase, we discussed various investment options, including real estate. The best part of working with them is the frequent and meaningful communication. Their suggestions are always tailored to suit my specific requirements.“

“With work commitments and continuous changes in my finances, managing them became increasingly difficult. That’s when I approached Shivam for help. During this journey, I realized I had overlooked several crucial aspects while managing my personal finances on my own. What truly stood out was Shivam’s honesty and the timely delivery of his services. Every task entrusted to him was completed on time, making this experience smooth and reliable.“

“Shivam’s guidance in my investment journey has been invaluable. He took the time to understand my goals and provided practical, tailored advice. His empathetic approach and clear explanations made the process easy and reassuring. If you’re looking for a financial advisor who truly cares and offers realistic solutions, Shivam is the one to trust!“

OUR FLOWLESS PROCESS

How We Work

01. Initial Connection & Data Collection

We initiate the process by having an insightful discussion to understand your requirements. Once we’re aligned, we provide a data collection sheet to gather essential financial information.

02. Progress Updates

Upon receiving your data, we dive into action and keep you updated regularly on our progress. This ensures transparency and allows for any necessary adjustments along the way.

03. Final Review & Implementation

Following the completion of our work, we schedule a thorough review via Google Meetings to explain our recommendations. Post-discussion, we swiftly implement the agreed-upon strategies because we believe in actionable insights, as “कार्येण मन्दाता विनश्यति” – Procrastination leads to destruction.