Welcome To AKS Private Wealth
AKS Private Wealth is a Young Independent Financial Advisory firm incorporated in the year 2012 and at present has more than 400 satisfied clients with an operating AUM of more than 100 Million (10 Crore) and taking care of Sum Insured more than 200 Crores (2 Billion) as in January 2018.
We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, Authorised Persons at BSE Bombay Stock Exchange, AMFI (Association of Mutual Fund of India), and IRDA (Insurance Regulatory Development Authority of India).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, Authorised Persons at BSE Bombay Stock Exchange, AMFI (Association of Mutual Fund of India), and IRDA (Insurance Regulatory Development Authority of India).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast-track financial solutions & thereby making people enjoy their goals in life e.g. wealth accumulation, family financial protection, child future planning, and retirement planning on a tax-favored basis. We provide online Portfolio review and management to keep you updated with your achievements towards your goals. We keep you worry-free by keeping track of your investments and their growth. We analyze and design portfolios on case to case basis and provide exclusive solutions and products which are most suitable. We are focused on a limited number of clients with quality solutions and services.
Our Service
Financial Planning
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement Planning
We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Planning
Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Our Philosophy
Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach
Our Team Members
Started with the sole objective of building a bright financial future for our clients, we ensure quality and hassle free financial advice. Being expert on account of our years of experience, we ensure a specific and goal oriented financial planning as per the need and requirement of individuals. Knowing in and out of various asset class, we can guide you through your financial journey with much ease and clarity.
Mr. Amitesh Kumar Singh
Chief Advisor
Mr. Amitesh Kumar Singh is the Chief Advisor. Founder and Leader of the team, he has over 7 years of rich experience in the financial services industry. With an MBA in education, he is known for his deep understanding of distribution practices and their challenges. He has worked with some of the top financial institutions of the country which includes Standard Chartered, Max New York Life, and ICICI. He has gained many certifications in Financial Industry some of which are NISM, NCFM, IRDA IC 33, IRDA IC 34, Certified Chartered Goal Planner, Certified Protection Planner, Certified Child Future Planner, Certified Retirement Planner, etc
Mr. Amitesh Kumar Singh is the Chief Advisor. Founder and Leader of the team, he has over 7 years of rich experience in the financial services industry. With an MBA in education, he is known for his deep understanding of distribution practices and their challenges. He has worked with some of the top financial institutions of the country which includes Standard Chartered, Max New York Life, and ICICI. He has gained many certifications in Financial Industry some of which are NISM, NCFM, IRDA IC 33, IRDA IC 34, Certified Chartered Goal Planner, Certified Protection Planner, Certified Child Future Planner, Certified Retirement Planner, etc
Mr. Pawan KumarRelationship Manager
<br><br>Mr. Pawan Kumar is the Relationship Manager, having an experience over 3 years in the financial services industry. He is responsible for Term insurance, Child Future Plan and Investment Advisory.
Mr. Kapil KumarRelationship Manager<br><br>Mr. Kapil Kumar is the Relationship Manager, having an experience over 7 years in the financial services industry. He is responsible for Health Insurance and Travel insurance Advisory.
Mr. Gaurav KumarRelationship Manager<br><br>Mr. Gaurav Kumar is the Relationship Manager, having an experience over 3 years in the financial services industry. He is responsible for investment advisory and portfolio management.
