Asset Elixir – Certified Financial Planner & Wealth Solutions in Mumbai & Navi Mumbai

5.0
47 reviews from Google

Asset Elixir, led by Shivam Pathak (Certified Financial Planner – CFP®), provides personalised financial consultation and investment advisory services across Mumbai and Navi Mumbai, including Andheri, Bandra, Powai, Ghatkopar, Thane, Ghansoli, and Panvel. We work with individuals, families, and NRIs to help grow, protect, and manage wealth through structured retirement planning, tax-efficient strategies, mutual fund investing (SIP, STP, SWP), bonds, insurance solutions, and diversified asset allocation. Our advisory approach focuses on clarity, discipline, and a transparent, client-first philosophy, helping clients plan confidently in India and overseas.

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Customer's reviews

It has been an incredibly satisfying journey with Asset Elixir so far. I owe them full credit for helping me embark on my financial journey. I truly appreciate the team’s thorough approach in analyzing my finances. After deeply understanding my financial requirements and evaluating my resources to meet future financial goals, they provided well-considered investment suggestions. With their support, I feel assured of a secure financial future and a smooth transition for my goals. A big thank you to Shivam and the entire Asset Elixir team for being there every step of the way! For anyone seeking conflict-free and reliable financial advice, I highly recommend Asset Elixir ~ Pankaj H
As someone with very little knowledge about the financial market, I always felt unsure about where or how to invest. But Asset Elixer made the whole experience smooth and easy to understand. A special thanks to the executive assigned to me—they patiently explained all the investment options like SIPs, mutual funds, and other sources, clearly laying out the risks and returns involved. They didn’t push anything and helped me choose what suited me best. For me, mutual funds turned out to be the most convenient option, and I feel confident about the decision now. Really appreciate the support and guidance. I’d definitely recommend Asset Elixer to anyone looking to start their financial journey, especially if you’re new to it. ~ Aakash U
I recently consulted Shivam for guidance on my financial future planning, and I couldn’t be more satisfied with the experience. He took the time to thoroughly understand my goals and risk appetite before suggesting a range of safe and minimal-risk strategies perfectly suited to my needs. His approach was clear, well-structured, and genuinely focused on helping me make confident and informed decisions. I truly appreciate his professionalism, patience, and deep knowledge of financial planning. I feel much more secure about my financial future after working with him, and I would highly recommend Shivam to anyone looking for reliable, trustworthy financial advice. ~ Karan S
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Blog

Financial Planning in Mumbai & Navi Mumbai – Start with a Simple Plan Looking for a trusted Financial Planner in Mumbai / Navi Mumbai? At Asset Eli… Posted on: February 14, 2026
Financial Planning in Mumbai Made Simple | Asset Elixir Looking for a trusted financial planner in Mumbai / Navi Mumbai? At Asset Elixir, we help… Posted on: February 13, 2026
Silver ETFs deliver 62% XIRR since launch, outpace gold ETFs’ 42%. Should allocation strategies change? By Shivam Pathak https://economictimes.ind… Posted on: February 11, 2026
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Contact information

Address
201, B Wing, Arihant Aura, Thane belapur road, Turbhe NAVI MUMBAI 400705
Sunday 9:00 AM - 10:00 PM
Monday 9:00 AM - 10:00 PM
Tuesday 9:00 AM - 10:00 PM
Wednesday 9:00 AM - 10:00 PM
Thursday 9:00 AM - 10:00 PM
Friday 9:00 AM - 10:00 PM
Saturday 9:00 AM - 10:00 PM

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