Aksh Finserv | Mutual funds in Powai, Mumbai, since 2004

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₹250 Crinvested through us

Aksh FinservMumbaiSince 2004

1,500 families. One office in Powai. Every plan is reviewed by a founder before a rupee moves.

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ClientsEST. 2004

1,500families

Recognition

100+awards

In practice

22years

AMFI Registered
NSE
MDRT Top of the Table
AWMIE Top 100 Women in Finance
Kotak Life Living Legend

Start with the goal

What are you solving for?

We do not recommend a single fund until we know what the money is for, and when.

Retirement

Build the income that outlasts your paycheck.

Corpus, withdrawal order, annuity. Planned 15 years out.

Home

Buy the house without breaking the plan.

Down payment bucket, EMI sizing, and when to prepay.

Children

Fund their choices, not just their fees.

College in India or abroad, priced in the year they leave.

Wealth

Make your money work as hard as you did.

Equity, debt and tax, arranged so nothing sits idle.

How we work

Three steps. The third one never ends.

See the full process

01
Assessment
We map every account, policy and loan you hold onto one page. You see the whole picture before we suggest anything.
02
Execution
We place the plan through NJ's platform. You approve every transaction and see it in your own login the same day.
03
Tracking
A written review every six months. A call within a day when markets, tax rules or your life change sharply.

Why clients stay for decades

Not a call centre.The founders still pick up the phone.
Not the product of the month.A plan with dates written on it.
Not a panic call in a crash.A plan that already assumed one.
Not a new face every year.Clients whose children now have their own folders with us.

The people

Two people. You will know both of them by name.

Read full bios

Plabita Priyadarshi

Founder & Managing Director

Started Aksh Finserv in 2004 with one client in Powai. Still reviews every family plan herself.

AMFI Registered
MDRT Top of the Table

Sanjiv P

Founder

Handles insurance, annuities and debt. The person you call when a policy document makes no sense.

Annuity & Debt Instruments
Life & Non-Life Insurance

Insights

Notes from the Powai desk.

All insights

Markets4 min read

Why your SIP is not the enemy in a down market

When the Sensex falls 15%, the first instinct is to pause the SIP. Here is the arithmetic on why that month is the one that pays you back most.

Plabita Priyadarshi · 14 Oct 2026

Client letters4 min read

The real cost of surrendering a traditional insurance policy

Surrendering an endowment plan in year seven can cost you a third of what you paid. Before you sign the form, read the three options we lay out for every client.

Sanjiv P · 2 Oct 2026

Planning5 min read

A Mumbai family's retirement math at 45

₹1.2 lakh a month today becomes ₹2.9 lakh at 60. We walk through the corpus, the gap, and the ₹57,000 SIP that closes it for one Powai family.

Plabita Priyadarshi · 22 Sept 2026

Calculators

Run the numbers before you call us.

Same maths we use in a review. No sign-up, nothing stored.

SIP

What does ₹10,000 a month become in 15 years?

₹50.5lakh

at 12% a year

Retirement

How big does the corpus need to be at 60?

₹7.2Cr

for ₹1.2 lakh a month today

Loan vs Liquidate

Borrow against your funds, or redeem them?

₹16k saved

on a ₹6 lakh, 9-month need

Talk to us

Tell us what you'd like to sort out

Leave a name and number. We'll call within one working day.

With Plabita

Book a 30-min call

Pick a day and time. Bring one question. Most first calls end with a clear next step, or a clear reason to wait.

Aksh Finserv: mutual fund distribution in Powai, Mumbai, since 2004