Asset Elixir – Financial Planner Featured in ET Mutual Funds
Asset Elixir is founded by Shivam Pathak, a Certified Financial Planner (CFP) with offices in Vikhroli, Mumbai and Turbhe, Navi Mumbai. Featured as an expert in Economic Times MutualFunds, we specialise in personalised financial planning, SIP investment advisory, retirement planning, tax-saving investments (ELSS), and long-term wealth creation. Whether you are a salaried professional, business owner, or NRI - we offer a client-first, unbiased, and goal-based approach to financial planning. Our services include Mutual Fund Advisory, SIP Planning, Retirement Planning, Insurance Planning, Tax Planning, and Portfolio Review. Serving clients across Vikhroli, Powai, Ghatkopar, Kanjurmarg, Mulund, Andheri and Mumbai.
Customer's reviews
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.
~ Karishma J
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.
~ Ajay J
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.
~ Sandeep P
Blog
Are Your Investments Built Around a Goal-or Just Market Noise?
For working professionals and business families across Mumbai, wealth creation often…
Posted on: October 4, 2026
October Portfolio Check: Is Your Mutual Fund Portfolio Really Diversified?
Over time, SIPs and mutual fund investments can accumulate across differen…
Posted on: October 2, 2026
Financial Planning in Mumbai: Is Your Portfolio Working Towards Your Goals?
Your investments should have a purpose.
Having multiple mutual funds, S…
Posted on: September 27, 2026
Contact information
Phone
+91 70210 89870
Address
101, F Wing Shri Siddhivinayak SRA Building. Station Road Vikhroli West. Mumbai- 400083
Mumbai
400083
Sunday
9:00 AM - 10:00 PM
Monday
9:00 AM - 10:00 PM
Tuesday
9:00 AM - 10:00 PM
Wednesday
9:00 AM - 10:00 PM
Thursday
9:00 AM - 10:00 PM
Friday
9:00 AM - 10:00 PM
Saturday
9:00 AM - 10:00 PM
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