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

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

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

Shivam was patient, knowledgeable, and genuinely invested in my financial well-being. I reached out when I truly needed clarity on my finances, and he was always available(almost all timezones), taking the time to understand my situation, explain trade-offs clearly, and guide me with practical, forward-looking advice. Shivam went above and beyond to not just pass recommendations but also guided during implementation phase. I always felt informed and confident in the decisions we made. I would highly recommend Shivam and Asset Elixir to anyone looking for financial planning services. ~ Smruti N

I highly recommend Shivam as a financial advisor. His expertise and personalized approach made navigating complex financial decisions straightforward and stress-free. Shivam took the time to understand my goals, offering tailored strategies that aligned perfectly with my needs. His clear communication, proactive advice, and commitment to my financial success were exceptional. Whether it’s investment planning or retirement strategies, Shivam consistently delivers results with integrity and professionalism. ~ Jeevani K

I came across an article by Shivam Pathak on Moneycontrol and really liked how practical and relatable his thoughts on personal finance were. It didn’t feel like the usual generic advice — it made me reflect on how I was managing my own money. That’s when I decided to connect with him through Asset Elixir. He helped me with a proper financial roadmap, reviewed my existing mutual fund investments, and gave me clarity on SIPs and long-term planning. No product pushing, just genuine advice. ~ Ashwini Y

I've had a really positive experience working with Shivam from Asset Elixir. He made financial planning and mutual fund investing easy to understand and aligned everything with my personal goals. What stood out was his honest, client-focused approach. He doesn't just chase returns—he helps build long-term financial confidence. Whether it was SIPs, tax-saving, or retirement plans, I now feel much more in control of my finances.. thankyou shivam . ~ Drfirdous B

I had a great experience working with him for my financial planning. He helped me clearly understand my finances and guided me in planning my SIPs based on my goals and risk appetite. What I really appreciated was his patient approach and the way he explained everything in simple terms, without any pressure. Thanks to his guidance, I feel more confident and disciplined about my investments now. Highly recommended for anyone looking for honest and practical mutual fund advice ~ Rajendra S

I have been investing through Shivam for a while now, and my experience has been truly outstanding. He combines professionalism with a personal touch, which makes a huge difference when it comes to financial decisions. What I appreciate most is his clear guidance and transparency—every investment option is explained in simple terms, with no hidden agenda. He takes time to understand my financial goals, risk appetite, and future needs before recommending mutual funds, which gives me a lot of confidence in my decisions. His market knowledge and timely updates are impressive. I always receive proactive advice on portfolio rebalancing, new opportunities, and market trends, which ensures my investments are aligned with both my short-term and long-term goals. The service is not just about transactions—it feels like a genuine partnership. Most importantly he is always approachable, responsive, and ready to resolve queries quickly. Even complex processes like switching, SIP adjustments, or redemptions are handled smoothly. Highly recommend ~ shraddha p

Working with Mr. Shivam Pathak as our financial advisor has been a truly rewarding experience. His deep expertise, strategic guidance, and commitment to our financial well-being have been instrumental in helping us make informed and confident decisions. Shivam’s professionalism, transparency, and personalized approach set him apart, and we deeply value the trust he has built with us. We highly recommend his services to anyone seeking reliable financial advice and long-term financial success. ~ Ashish T

With work commitments and continuous changes in my finances, managing them became increasingly difficult. That’s when I approached Shivam for help. During this journey, I realized I had overlooked several crucial aspects while managing my personal finances on my own. What truly stood out was Shivam’s honesty and the timely delivery of his services. Every task entrusted to him was completed on time, making this experience smooth and reliable. ~ Rohit A

I had good saving habits and was investing accordingly, but as my income increased, managing my finances started taking a back seat. That’s when I began looking for someone like Shivam, who could help me put my finances in order. He’s always just a call away and dynamic in incorporating feedback. So far, this journey has worked well for me, and I’m focused on building my Financial Elixir for the future ~ Suraj T

Thanks to Shivam and Asset Elixir for the guidance and support in my financial journey. The way Shivam understands and assess someone's financial picture is really commendable. Not only that and the way he recommends and suggests financial planning after thorough analysis is worth considering and plays a major role in securing stability and financial security. Kudos to Asset Elixir. Higly recommended! ~ ESWAR P

I came across Asset Elixir while going through Google reviews and one of Shivam Pathak’s articles. That gave me the confidence to get in touch, and I’m glad I did. The discussions since then have been very insightful and easy to understand. Shivam explains everything with great clarity and makes the entire financial planning process comfortable. Overall, a great experience so far — very professional and approachable. ~ Kaustubh K

am very grateful to Asset Elixir for their expert guidance and personalized financial planning. The founder - Shivam, genuinely listens and provides tailored advice that truly aligns with my financial goals. The consistent communication and practical strategies have helped me manage my finances more confidently and effectively. I highly recommend Asset Elixir to anyone seeking trustworthy and comprehensive wealth management support ~ regana p

I was looking for a reliable financial consultant in Navi Mumbai and got connected to Shivam from Asset Elixir. His clear, no-jargon approach to mutual fund investments and goal-based planning stood out. He took time to understand my needs, especially around SIPs and tax-saving options. Being a certified financial planner also added confidence in his advice. ~ Shikha U

After attending one of his seminars, we decided to meet him in person and move forward. I may not understand the markets well, but what I do know is that at least I am now saving my money. After our monthly and quarterly calls, I feel more accountable for my future, and at least I am taking responsibilty, one of the most trusted and genuine person he is. ~ Dhiraj Y

I had an amazing experience working with Shivam for my personal finance planning. He explained everything clearly and helped me make confident decisions. His guidance on debt management and investments was truly valuable. Highly recommend his advisory services to anyone looking for honest financial support! ~ Deepika I

I came across Asset Elixir after reading one of their Moneycontrol articles and decided to book a consultation. Shivam explained everything very clearly — from SIPs to long-term planning. The advice felt genuinely personalised and transparent. I now feel much more confident about my investments. Highly recommended! ~ Siddhi P

I had a very smooth experience working with Asset Elixir. The advisor explained every step clearly and helped me understand how to plan my investments better. I really appreciate the time taken to answer all my questions and suggest options suited to my goals. Highly recommended for anyone looking for transparent and professional financial guidan ~ Siddharth U

I was recommended Asset Elixir and Shivam a couple of years back. I have been absolutely delighted by the clarity and ease of business that they provide. Shivam is easily accessible and provides great insight and flexibility in terms of your investment portfolio. Already recommended their services to my friends. ~ amey d

Shivam played a very helpful role in our personal financial planning. His approach as a financial planner is thoughtful and practical. We opted for retirement planning, set up our SIPs, and later structured an SWP as well. The guidance throughout the process was clear and reassuring. Thankful for the support from our financial advisor. ~ SWAPNIL M

I am a practicing dentist and recently started investing with Asset Elixir. In the initial phase, we discussed various investment options, including real estate. The best part of working with them is the frequent and meaningful communication. Their suggestions are always tailored to suit my specific requirements. ~ Dr. B

I had been confused about how to plan for multiple goals and how much risk to take. Asset Elixir helped me break it down into a clear plan—what to do first, how to structure it, and what to track going forward. The communication was transparent and easy to follow, and I felt confident after the session. ~ Mansi K

Reviews from our customers

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