Clients reviews about Asset Elixir -Financial Planner in Mumbai

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 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

The experience with Asset Elixir and Shivam was excellent. Initially, my finances were scattered, but they helped streamline everything and made the entire process simple and organized. They are always just one call away whenever I need assistance. The best part is that they operate through a remote model, which saved me a lot of time. So distance is not a barrier. ~ Apurva S

It was a great experience working with Mr. Shivam. After retirement, finding the right person for financial guidance is very important, and I’m glad I connected with him. The entire process was smooth and easy, and the suggestions were explained clearly. His articles published online gave me additional confidence. He is approachable and supportive, even for clients from different locations ~ Mithlesh P

I connected with Asset Elixir after attending one of Shivam’s sessions. His approach is very different -more about planning and less about selling. The structured way of explaining risk, returns, and asset allocation gave me a lot of confidence. Very professional service. Will definitely recommend ~ Akash S

I reached out to Asset Elixir for help with planning my savings and investments. Shivam Pathak explained everything in a very simple and friendly way. As a young professional, this kind of clarity really helped me get started the right way ~ Sejal P

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. ~ Sangita M

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. ~ manasi r

Excellent guidance for mutual funds and SIP planning. The process was smooth and everything was explained properly. I am happy with the support. ~ Geeta S

Reviews from our customers

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