Our Story
Founded by Teacher (Economics and English subjects) by profession Mr. Santosh Gurunath Akerkar. Akerkar wealth is one of the largest and professional Mutual fund distributors in India.
We strive to provide the best solutions as per each clients need. Our client first philosophy along with prompt response to client queries. Has helped us earn respect and loyalty of our clients and become their trusted partner in investment journey for over 21 years.
We provide end to end solutions with regard to planning, managing and servicing.
We strive to provide the best solutions as per each clients need. Our client first philosophy along with prompt response to client queries. Has helped us earn respect and loyalty of our clients and become their trusted partner in investment journey for over 21 years.
We provide end to end solutions with regard to planning, managing and servicing.
Skill Strength
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Satisfied Clients
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Lacs AUM
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Years of Experience
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Awards
Why Us
Our Philosophy
- Keep clients interest ahead of ours.
- Service to clients independent of any Bank, Mutual funds, or insurance
- Ensure confidentiality of clients data.
- Service to clients in timely fashion.
- Help our clients to achieve financial freedom.
To be the preferred boutique investment firm for investors in India and offer great place to work for employees.
India is country where millions still lack financial awareness. Our mission is to reach out to as many people as possible. And guiding them on the path to financial independence.
Our core purpose is to provide financial guidance & thereby help people enjoy a secure retirement life.
Client Centric Approach
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Rich Product Basket
Value Addition
Experience
Team Member
| Management: | |
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Mr. Santosh G Akerkar - B.com, BA (Eco),CFP |
| Mr. Santosh G Akerkar is a Certified financial planner with a rich experience of 18 Years in the financial service industry and over 25 years of teaching experience in English and Economics subjects. Mr. Akerkar is an avid reader of books and International articles, having a deep understanding of Economics and financial products. | |
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Mr. Nandan Mestry - Relationship Manager |
| Nandan Mestry is First class Commerce Graduate from Mumbai University and is passionate to serve clients very well. Mr. Nandan Mestry created a mark in the last four years in financial planning. He is a perfect solution provider for clients' needs and challenges. | |
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Miss.Pratiksha Mangale - Head Of Admin |
| Pratiksha Mangale is a first-class commerce graduate from Mumbai university and passionate to solve the queries of clients. Having experience of 7 years, she is always known for prompt service to our clients. | |
