
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
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