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AKSHAY SAWANT | AKSA FINVEST | PuneAKSHAY SAWANT | AKSA FINVEST | Pune

AKSHAY SAWANT

AKSA FINVEST•Pune,MH
MOSHI,
Pune, MH, 412105
MOSHI, Pune, MH, 412105
About

I’m Akshay Sawant, a passionate financial advisor who believes money shouldn’t be confusing or stressful—it should be a tool for freedom. I’m on a mission to spread financial literacy and help individuals & families make confident, informed decisions about their money. What I Do: ✔ Simplify personal finance ✔ Make investing understandable ✔ Help you achieve your financial goals—whether it's buying a home, retiring early, or creating generational wealth Because when you understand your money, you control your future.

Practice at a glance

8
Years of Experience
200
Families Served
₹12
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with AKSHAY SAWANT.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check