Asset Elixir — Trusted Financial Planning for Navi Mumbai Families & Professionals
If you are searching for the best financial planner in Navi Mumbai, you’re in the right place.
Asset Elixir, led by Shivam Pathak (CFP®), provides personalized, transparent, and goal-driven financial planning for individuals, working professionals, and families across Navi Mumbai.
We understand that every financial journey is unique — and so should be your financial plan.
You can also explore Asset Elixir’s Google Business profile to view verified location details and genuine client reviews.
Why Choose Asset Elixir as Your Financial Planner in Navi Mumbai?
✔ CFP®-Led Professional Advice
Certified Financial Planner with global standards in planning, analysis, and portfolio design.
✔ Personalized Investment Planning
Your goals decide your investments — not market noise.
We build tailored SIPs, mutual fund portfolios, and long-term plans that fit your income, lifestyle, and responsibilities. You
✔ Goal-Based Financial Roadmaps
We help you plan for:
• Child education
• Home purchase
• Retirement planning
• Wealth creation
• Tax optimization
• Emergency fund & insurance structuring
✔ Transparent, Ethical, No Product-Pushing Guidance
Our advice is client-first, unbiased, and focused purely on helping you grow wealth with clarity.
✔ Serving All Key Areas of Navi Mumbai
• Ghansoli
• Koparkhairane
• Juinagar
• Vashi
• Panvel
• Kharghar
• Nerul
• Seawoods
Our Financial Planning Services
• SIP & Mutual Fund Advisory
• Tax Planning (80C, 80D, ELSS, NPS)
• Retirement Planning
• Insurance Planning (Term + Health)
• Portfolio Review & Restructuring
• Goal-Based Wealth Planning
Start Your Financial Journey Today
Make confident financial decisions and build long-term wealth with a clear, structured plan. 📞 Book your free consultation today
Available online + in-person across Navi Mumbai.
