Akshaya Wealth Management
Comprehensive wealth management and financial advisory services in Bengaluru
About Akshaya Wealth Management
Akshaya Wealth Management is a financial services firm located in Jayanagar, Bengaluru Urban, offering structured investment advisory, mutual funds, insurance, loans, and estate planning solutions since 2003.
Services and products
- Investment Advisory Services / Financial Planning
- Life Insurance
- General Insurance
- Equity Investment
- Estate Planning
- FD & Bonds
- Save Taxes
- Sovereign Gold Bond
- Loan Services
- Property Search
- Mutual Funds
- Fixed Deposits
Business details
Frequently asked questions
What is the primary advisory approach of Akshaya Wealth Management?
Akshaya Wealth Management adopts a structured and disciplined advisory approach, focusing on selling financial concepts rather than individual products to provide long-term value addition.
Is Akshaya Wealth Management a registered investment advisor?
Yes, Akshaya Wealth Management is a SEBI Registered Investment Advisor with registration number INA200001249.
What loan services are provided by Akshaya Wealth Management?
Akshaya Wealth Management acts as a Direct Selling Agency (DSA) for home loans, guiding clients from document collection to the final disbursement of housing loans.
Who is the principal officer of Akshaya Wealth Management?
The principal officer of Akshaya Wealth Management is Mr. Sudarshan G V.
What mutual fund services can clients access through Akshaya Wealth?
Clients can access handpicked lists of selected funds, online mutual fund investing, portfolio tracking, and financial calculators such as SIP, education, and retirement calculators.
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