Hear from our incredible clients who are building at lighting speed
Sales Territory Head
Mumbai
"I am from Powai and was planning to buy a house but wasn’t sure whether I should go ahead. Asset Elixir helped me think through the decision clearly and objectively. Shivam is approachable, explains things well, and is always reachable. Very satisfied with the guidance."
Project Management
UAE
"Mr. Shivam is a highly skilled and knowledgeable financial planner. I have known him for the past four years, and throughout this time, I have been consistently impressed by his professionalism and expertise. One of the qualities I appreciate most is his attention to detail. He remembers every stage of the financial plan he prepared for me, even though it was created three years ago. This reflects his commitment to his clients and his thorough approach to financial planning. His service is highly professional, technical, and client-focused. He always prepares financial plans in the best interest of his clients and takes the time to discuss, explain, and review every aspect of the plan, ensuring that clients fully understand their financial goals and options. I highly recommend Mr. Shivam to all my friends and colleagues who are looking for a trustworthy and competent financial planner. He genuinely works in the best interest of his clients and provides exceptional service."
Supply Chain Specialist
Mumbai
"It’s been almost a year with Asset Elixir, and my experience has been excellent—both in terms of their services and the support provided for my financial planning queries."
QA Manager
Madhya Pradesh
"Shivam has made our financial plan very simple . Now we have a clear view about our future plans . He is very soft and subject matter expertise and listens very carefully and gives good suggestions"
Data Engineering
Bangalore
"I was recommended to Asset Elixir and Shivam a couple of years back. I have been absolutely delighted by the clarity and ease of business that they provide. Shivam is easily accessible and provides great insight and flexibility in terms of your investment portfolio. Already recommended their services to my friends."
Entrepreneur
Australia
"I have recently enrolled for financial planning and advise by Mr Shivam.His approach was totally professional and he explained very well about investments and savings management.Looking forward for growth together.I was amazed by his prompt response for all of my queries."
QA Manager
Gujrat
"I was recommended about asset elixir by my cousin. This was the first time I was investing and was quite happy with the support provided by Mr. Shivam. Looking forward to having a long term relationship with them."
Entrepreneur
Mumbai
"I am from Powai and my experience with Shivam and Asset Elixir has been excellent. Shivam has played a very important role in helping me and my family with financial planning. He is always available to answer queries and takes the time to understand my concerns, whether it is wealth management, buying a house, or planning for retirement. His guidance makes complex financial decisions much easier."
Data Engineer
Mumbai
"I am from Kalyan and had a great experience with Asset Elixir. Their financial planning approach is clear and practical, which helped me plan my investments and long-term goals better. They use proper data and explain everything transparently, which builds a lot of confidence. They are also very active on social media and regularly share helpful financial insights."
Social Media & Admin
Mumbai
"I am from Ghatkopar and was looking for a financial planner who could truly understand my situation before making recommendations. I’m glad I connected with Asset Elixir. Shivam is approachable, explains things clearly, and is always reachable. Highly satisfied with the experience."
Supply Chain Analyst
Mumbai
"I am from Vikhroli and recently consulted Shivam. The initial discussion was very insightful, and I was genuinely impressed to understand the value a financial planner can add. My overall experience with Shivam has been very positive."
Entrepreneur
Mumbai
"Asset Elixir helped me plan my investments in a structured way. The advice was practical and based on my financial goals. Very knowledgeable and approachable team."
Senior Advisor AP
Mumbai
"Shivam has been very effective throughout this entire journey and has played a massive role in helping me and my family with financial planning. He is always available to answer queries and takes the time to understand my concerns—whether it is about wealth management, buying a house, or planning for retirement. His guidance has been extremely valuable for our financial decisions."
Entrepreneur
Mumbai
"Excellent guidance for mutual funds and SIP planning. The process was smooth and everything was explained properly. I am happy with the support."
Technical Advisor
Mumbai
"I stay in Vashi and consulted Asset Elixir for SIP planning. The process was smooth and the fund selection was well explained. Very good experience."
Technical Lead
Navi Mumbai
"I had a great experience working with Shivam. He is highly knowledgeable and took the time to understand my aspirations and longterm goals for my portfolio. Based on that, he built a well-planned SIP strategy focused on long-term wealth creation. What I appreciate most is that there was never any pressure to purchase a particular financial product. His approach is professional, transparent, and focused on what is right for the client. He is trustworthy, easily accessible, and always available to answer questions and provide guidance. I would highly recommend him to anyone looking for reliable long-term financial planning."
IT professional
USA
"Shivam was patient, knowledgeable, and genuinely invested in my financial well-being. I reached out when I truly needed clarity on my finances, and he was always available(almost all timezones), taking the time to understand my situation, explain trade-offs clearly, and guide me with practical, forward-looking advice. Shivam went above and beyond to not just pass recommendations but also guided during the implementation phase. I always felt informed and confident in the decisions we made. I would highly recommend Shivam and Asset Elixir to anyone looking for financial planning services."
Motion Graphic Artist
Mumbai
"I’m from Mumbai and had a great experience with Asset Elixir. Shivam handled my entire financial planning smoothly through the remote model. He explained everything in detail, helped me understand the plan step-by-step, and suggested the right strategies based on my goals. The best part was that everything was done remotely, so time was never an issue. Highly recommended for anyone looking for a reliable financial planner."
Entrepreneur
Mumbai
"My journey with them has been going great, and I am happy to continue consulting them even during my retirement phase. They have made my financial life simple and stress-free. I truly appreciate their guidance and support. Wishing Shivam and Asset Elixir continued success. Even with their remote model, they are always available whenever needed."
CFD Engineer
Luxembourg
"Shivam is great to work with. He helped me pick the right mutual funds in line with my financial goals. From changing my NRI KYC status and guiding me to streamline my finances it was a nice experience. I recommend Asset Elixir as a starting point for your investment journey."
QA Engineer
Navi Mumbai
"I am from Seawoods and had a very good experience with Asset Elixir and Shivam. Their experience in financial planning really shows in the way they guide clients. Very professional approach and clear advice. One of the top financial planners in the Mumbai and Navi Mumbai area."
Graphic Artist
Mumbai
"I am from Nerul and was initially unsure about taking financial advice remotely, but Asset Elixir completely changed my perception. The detailed discussions, structured planning process, and clear explanations gave me a lot of confidence. Their disciplined and professional approach makes financial planning much easier and more organized."
QA Engineer
Mumbai
"Shivam played a very helpful role in our personal financial planning. His approach as a financial planner is thoughtful and practical. We opted for retirement planning, set up our SIPs, and later structured an SWP as well. The guidance throughout the process was clear and reassuring. Thankful for the support from our financial advisor."
Financial Data Analyst
Ireland
"I had an amazing experience working with Shivam for my personal finance planning. He explained everything clearly and helped me make confident decisions. His guidance on debt management and investments was truly valuable. Highly recommend his advisory services to anyone looking for honest financial support!"
Engineer
Thane
"I recently consulted Shivam for guidance on my financial future planning, and I couldn’t be more satisfied with the experience. He took the time to thoroughly understand my goals and risk appetite before suggesting a range of safe and minimal-risk strategies perfectly suited to my needs. His approach was clear, well-structured, and genuinely focused on helping me make confident and informed decisions. I truly appreciate his professionalism, patience, and deep knowledge of financial planning. I feel much more secure about my financial future after working with him, and I would highly recommend Shivam to anyone looking for reliable, trustworthy financial advice."
Entrepreneur
Australia
"Had a great experience with Asset Elixir. Shivam was awesome to work with — super helpful, easy to talk to, and always happy to answer questions. He explained everything clearly and made the whole process really smooth and stress-free. Highly recommend Asset Elixir, especially Shivam!"
Founder of Vijay Travels
Mumbai
"I had a great experience working with him for my financial planning. He helped me clearly understand my finances and guided me in planning my SIPs based on my goals and risk appetite. What I really appreciated was his patient approach and the way he explained everything in simple terms, without any pressure. Thanks to his guidance, I feel more confident and disciplined about my investments now. Highly recommended for anyone looking for honest and practical mutual fund advice."
CA
Mumbai
"I came across Asset Elixir while going through Google reviews and one of Shivam Pathak’s articles. That gave me the confidence to get in touch, and I’m glad I did. The discussions since then have been very insightful and easy to understand. Shivam explains everything with great clarity and makes the entire financial planning process comfortable. Overall, a great experience so far - very professional and approachable."
Engineer
Mumbai
"What stood out to me about Asset Elixir was the way Shivam analyses your financial habits before suggesting anything. It felt personalised rather than generic advice. The entire discussion was smooth, informative, and reassuring. Glad I reached out."
QA Manager
Hyderabad
"Thanks to Shivam and Asset Elixir for the guidance and support in my financial journey. The way Shivam understands and assess someone's financial picture is really commendable. Not only that and the way he recommends and suggests financial planning after thorough analysis is worth considering and plays a major role in securing stability and financial security. Kudos to Asset Elixir. Higly recommended!"
Entrepreneur
Mumbai
"I connected with Asset Elixir at a stage where I really needed clarity about my finances. Shivam Pathak took the time to understand my situation and broke things down in a way that finally made sense to me. His approach felt balanced and practical. Really appreciate the guidance"
E-commerce manager
Chennai
"am very grateful to Asset Elixir for their expert guidance and personalized financial planning. The founder - Shivam, genuinely listens and provides tailored advice that truly aligns with my financial goals. The consistent communication and practical strategies have helped me manage my finances more confidently and effectively. I highly recommend Asset Elixir to anyone seeking trustworthy and comprehensive wealth management support."
Founder of Eye IT
Navi Mumbai
"As someone with very little knowledge about the financial market, I always felt unsure about where or how to invest. But Asset Elixir made the whole experience smooth and easy to understand. A special picked options like SIPs, mutual funds, and other sources, clearly laying out the risks and returns involved. They didn’t push anything and helped me choose what suited me best. For me, mutual funds turned out to be the most convenient option, and I feel confident about the decision now. Really appreciate the support and guidance. I’d definitely recommend Asset Elixer to anyone looking to start their financial journey, especially if you’re new to it."
Compliance and Client Experience Head
Mumbai
"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."
Entrepreneur
Australia
"I highly recommend Shivam as a financial advisor. His expertise and personalized approach made navigating complex financial decisions straightforward and stress-free. Shivam took the time to understand my goals, offering tailored strategies that aligned perfectly with my needs. His clear communication, proactive advice, and commitment to my financial success were exceptional. Whether it’s investment planning or retirement strategies, Shivam consistently delivers results with integrity and professionalism."
Business Development Strategist
Mumbai
"Working with Mr. Shivam Pathak as our financial advisor has been a truly rewarding experience. His deep expertise, strategic guidance, and commitment to our financial well-being have been instrumental in helping us make informed and confident decisions. Shivam’s professionalism, transparency, and personalized approach set him apart, and we deeply value the trust he has built with us. We highly recommend his services to anyone seeking reliable financial advice and long-term financial success."
Co-Founder and CTO at Sunday Tech
Navi Mumbai
"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"
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