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Your Path to Financial Confidence Starts Here
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Yes. Our services are competitively priced and designed to deliver maximum value based on your goals and budget.
You get clarity, consistent growth, transparent reporting, and a partner focused on long-term success.
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Asset Elixir, led by Shivam Pathak (Certified Financial Planner – CFP), offers personalized financial consultation and investment advisory services in Navi Mumbai, Mumbai, Thane, Ghansoli, and Panvel.
We help individuals, families, and NRIs grow and protect their wealth through retirement planning, tax-efficient strategies, mutual funds (SIP, STP, SWP), bonds, and insurance solutions.
Our financial consultations are designed to simplify decisions, reduce stress, and bring clarity to your money goals.
At Asset Elixir, our approach is ethical, transparent, and client-first—helping you plan confidently and build wealth securely, both in India and internationally.
A structured financial planning process designed to give you clarity, control, and long-term confidence—without complexity or guesswork.
Understand your income, goals, risk profile, and current investments.
Create a goal-based plan covering SIPs, tax planning, and the right asset mix.
Regular portfolio reviews, rebalancing, and guidance as your life evolves.
Whether you’re planning for retirement, building wealth through SIPs, or optimising taxes, a disciplined review process ensures your money stays aligned with your goals over time.
You get clear, ethical, and goal-based financial guidance focused on long-term stability and peace of mind—not short-term market noise.
Phone: 7021089870
assetelixir@gmail.com
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