About Us

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Welcome To AKS Private Wealth

AKS Private Wealth is a boutique wealth management practice built on one conviction: money decisions are personal, and they deserve a personal advisor. We work with a select set of families and individuals, managing their capital, their taxes, their legal documents, and their succession planning as one connected picture — not as separate vendors who never speak to each other.


We presently advise on Assets under Advisory of over ₹60 Crore, built entirely on referrals and long-term trust rather than mass acquisition. Every client is assigned a single, dedicated Relationship Manager who understands their goals, their family, and their risk appetite in depth, and who remains their one point of contact for as long as they stay with us.


Our founding team brings 16+ years of experience across Mutual Funds, PMS, insurance sales, underwriting, claims and operations, and time spent working with multinational banks and investment houses — giving us a ground-level understanding of risk, protection, and how financial products actually behave when a client needs them most, not just how they look on a brochure.

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Our structure is deliberate: AKS Private Wealth handles wealth management, investment advisory, tax planning, and estate & succession planning, while our affiliated in-house legal practice, AKS Attorneys, handles due diligence, will writing, trust structuring, and succession-related matters for our wealth clients. Most wealth managers refer clients outward for legal or tax opinions and lose control of the outcome — we keep it in-house, aligned, and accountable to the same relationship.

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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16
Years Of
Experience
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400
Satisfied
Clients
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60
Cr 
Of Assets under Advisory
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15
No
Of Awards

Our Philosophy 


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.

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
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. Pawan Kumar
Mr. Pawan KumarRelationship Manager
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 Kumar
Mr. Kapil KumarRelationship Manager
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.

We offer our services through personal counsel with each of our clients after understanding their wealth distribution needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and that they make proper progress toward achieving their financial goals in life.

Contact Us

AKS Private Wealth
Office Address:
825, 8th Floor,
Wave Silver Tower,
Sector 18, Noida - 201301

 

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