Asset Elixir- Financial Planner in Mumbai

5.0
20 reviews from Google

Asset Elixir is a Certified Financial Planner (CFP®) firm in Mumbai led by Shivam Pathak, CFP®. We provide comprehensive financial planning, retirement planning, tax-efficient investing, and personalized wealth management strategies for individuals, professionals, business owners, and NRI clients. Our approach focuses on goal-based investing, SIP planning, mutual fund advisory, and retirement corpus creation through disciplined asset allocation and long-term investment strategies. Serving clients across Mumbai, Vikhroli, Powai, Ghatkopar, Andheri, and Navi Mumbai, we help individuals and families build financial clarity, optimize taxes, and achieve long-term financial freedom

Call us! +91 70210 89870
Cover photo of Asset Elixir- Financial Planner in Mumbai

Customer's reviews

I was searching for a Certified Financial Planner and found Shivam through Google. Our first call lasted about 25 minutes and gave me great clarity on wealth creation and the role of a financial planner. Shivam patiently explained the process and helped me understand how structured financial planning works. He is also very active on social media and regularly shares insightful articles on finance and investing. ~ shraddha p
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
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
Show more

Blog

Delaying your investments may look small today, but it can cost you lakhs in the future. Time is one of the biggest drivers of wealth creation, and… Posted on: April 29, 2026
Ever spent money and regretted it later? That feeling is often a sign that your budget needs structure. A simple framework that can help is the 50-3… Posted on: April 24, 2026
Title: Financial Planner in Navi Mumbai – Expert FAQs Q1: Do you help first-time investors in Navi Mumbai? Yes, we guide beginners with simple and… Posted on: April 21, 2026
Show more

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

Gallery

Show more

Find us on social media

Facebook