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Certified Financial Planner (CFP®) in Vikhroli, Mumbai - Asset Elixir is led by Shivam Pathak, CFP® and featured in Economic Times, Moneycontrol & Mint. We specialize in goal-based investing, retirement planning, SIP advisory, tax-efficient wealth management, and NRI financial services. Trusted by professionals, business owners, and first-time investors across Vikhroli, Powai, Andheri, Ghatkopar, and Navi Mumbai. Whether you're building a retirement corpus, optimizing taxes, or starting your first SIP — we bring clarity to your financial journey. Book your free consultation today.
Amenities and service options for this business are being updated. Contact them directly for details.
F Wing, Shri Siddhivinayak SRA Building, 101, Station Rd, Lokamanya Nagar, Gandhi Nagar, Vikhroli West, Mumbai, Maharashtra 400083
At one place you can get all the services be Retirement...
At one place you can get all the services be Retirement Planning, Wealth Creation, Portfolio Review. Good job by Shivam and his team.
I was recommended about asset elixir by my cousin. This was...
I was recommended about asset elixir by my cousin. This was the first time I was investing and was quite happy with the support provided by Mr. Shivam. Looking forward to having a long term relation with them.
I am from Kalyan and had a great experience with Asset...
I am from Kalyan and had a great experience with Asset Elixir. Their financial planning approach is clear and practical, which helped me plan my investments and long-term goals better. They use proper data and explain everything transparently, which builds a lot of confidence. They are also very active on social media and regularly share helpful financial insights.
I am from Powai and my experience with Shivam and Asset...
I am from Powai and my experience with Shivam and Asset Elixir has been excellent. Shivam has played a very important role in helping me and my family with financial planning. He is always available to answer queries and takes the time to understand my concerns, whether it is wealth management, buying a house, or planning for retirement. His guidance makes complex financial decisions much easier.
I was searching for a Certified Financial Planner and found...
I was searching for a Certified Financial Planner and found Shivam through Google. Our first call lasted about 25 minutes and gave me great clarity on wealth creation and the role of a financial planner. Shivam patiently explained the process and helped me understand how structured financial planning works. He is also very active on social media and regularly shares insightful articles on finance and investing.