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
7
Years of Experience
160
Families Served
₹0
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
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
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.