Akshay Sakaria

Wealth is a Mindset
before it is a Number.

CACFAICAENRA
Akshay Sakaria

About Akshay

Beyond the Balance Sheet

In a world obsessed with returns, I focus on the reason behind the investment. As a Chartered Accountant and CFA, I possess the technical rigor to manage complex portfolios. However, my true expertise lies in understanding the psychology of wealth.

Money is emotional. It represents security, legacy, and freedom. I help elite professionals and families navigate the anxieties and biases that come with significant wealth, ensuring your financial decisions align with your deepest values.

15+ Years

Experience

200+ Families

Clients

$50M+

AUM

Holistic

Approach

Consultation

Begin Your Journey

Select Date

December 2025
Please select a date to view available slots.
3

Select a date and time slot to proceed with booking.