Asset Elixir — Mumbai’s Trusted Financial Advisory Firm
Choosing the best financial planner in Mumbai can feel overwhelming — the choices are many, but guidance must be personal, ethical, and expert-driven.
At Asset Elixir, we bring clarity to your financial life through well-defined, proven and simple strategies that help you build long-term wealth confidently.
Led by Shivam Pathak, CFP®, we serve clients across Mumbai — from working professionals and families to NRI clients seeking reliable financial planning. You can also explore Asset Elixir’s Google Business profile to view verified location details and genuine client reviews
What Makes Asset Elixir a Top Financial Planner in Mumbai?
✔ Certified Financial Planner (CFP®)
A globally recognized qualification ensuring expertise, accuracy, and structured planning.
✔ Customized Planning for Mumbai’s Busy Lifestyle
From high living costs to career transitions, we design plans that adapt to real-life situations.
✔ End-to-End Financial Guidance
We help you navigate:
• SIP & long-term wealth creation
• Tax planning
• Life & health insurance
• Retirement planning
• Child education planning
• Debt management
• Portfolio review & optimization
✔ Complete Transparency
No hidden charges.
No misleading products.
Only honest, practical financial guidance.
✔ Available Across Mumbai
Serving clients in:
• Andheri
• Powai
• Bandra
• Borivali
• Lower Parel
• Thane–Mumbai belt
• And pan-Mumbai via online consultations
Holistic Financial Planning Services
• SIP Portfolio Creation
• Mutual Fund Advisory
• Tax Optimization Strategies
• Retirement & Pension Planning
• Insurance Planning (Term, Health)
• Long-Term Wealth Building Plans
Start Planning for a Secure Financial Future
A great plan is the difference between hoping and achieving.
Book a free consultation
Available online across Mumbai and Navi Mumbai.
