Asset Elixir -Financial Planner in Mumbai

5.0
11 reviews from Google

Asset Elixir empowers clients in Mumbai to achieve financial goals through tailored financial services. Our experienced team provides comprehensive financial planning, tax advisory, and personalized investment solutions, helping individuals achieve financial investments for a secure future. We offer expert guidance on a wide range of products including insurance, mutual funds, and AMFI registered mutual fund investments, ensuring sound strategies for retirement planning and wealth creation. Trust our reliable services to navigate the complexities of funds mutual and optimize your financial portfolio. We prioritize clarity, quality, and client success. Contact us to design your personalized path to financial freedom.

Call us! +91 70210 89870
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Customer's reviews

I came across an article by Shivam Pathak on Moneycontrol and really liked how practical and relatable his thoughts on personal finance were. It didn’t feel like the usual generic advice — it made me reflect on how I was managing my own money. That’s when I decided to connect with him through Asset Elixir. He helped me with a proper financial roadmap, reviewed my existing mutual fund investments, and gave me clarity on SIPs and long-term planning. No product pushing, just genuine advice. ~ Ashwini Y
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. ~ Karan S
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. ~ Suraj T
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Blog

Posted on: February 26, 2026
Financial Planning Review in Mumbai- Income changes, new responsibilities, and market movements can impact your financial goals. At Asset Elixir, w… Posted on: February 26, 2026
Article on Economic Times by Shivam Pathak CFP and Founder of Asset Elixir Posted on: February 25, 2026
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Contact information

Phone +91 70210 89870
Address
101, F Wing Shri Siddhivinayak SRA Building. Station Road Vikhroli West. Mumbai- 400083 Mumbai 400083
Sunday 9:30 AM - 10:00 PM
Monday 9:30 AM - 10:00 PM
Tuesday 9:30 AM - 10:00 PM
Wednesday 9:30 AM - 10:00 PM
Thursday 9:30 AM - 10:00 PM
Friday 9:30 AM - 10:00 PM
Saturday 9:30 AM - 10:00 PM

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