We as Partner firm incorporated in the year ; and at present having satisfied clients. We will help clients to achieve their Financial needs with effective and smart investment needs. We are certified Financial Distributor, Mutual Fund and Insurance distributors recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).
We offer comprehensive financial distribution services, having highly qualified and experienced team of financial distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
Why Us?
Why should Akhil Financial Services be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focus on Customer gratification:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
Right Experience & Skills:
We have over 12 years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Mr. Akhilesh Kumar Shaw
Mr. Akhilesh Kumar Shaw is the Proprietor of Akhil Financial Services. One of the oldest in these services, he has over 15 years of rich experience in the financial services industry. A semi Chartered Accountant as well as Cost Accountant by education, Partner is known for his deep understanding of the distribution practices and its challenges.
Mr. Indrajit Naskar
Mr. Indrajit Naskar is the relationship manager having joined Akhil Financial Services 6 years back after completing his education. With an experience of over 2 years, Indrajit Naskar is the person with sound grip on sales and services to our clients.
Miss. Yashvi Shaw
Administrative Assistant
Miss Yashvi Shaw is an administrative assistant who is responsible for all back office operations and client service.
