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Investment Review
A clear-eyed review of your holdings, allocation, and risk.
Akshaya Wealth
Akshaya Wealth is your trusted Mutual Fund Distributor, dedicated to empowering Indian families with personalized financial planning. We specialize in goal-base
Sreeram Rama Subramanian
“Open a physical/non-demat account with Akshaya Wealth”
AMFI Registered NISM Certified ARN-228683
Goal planning
Goals we help you plan for
Retirement
Education
Vacation
Emergency fund
Marriage
Home
Services
What we do
Practical, hands-on guidance across every stage of your financial journey.
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Fund Selection
Curated funds matched to your goals and time horizon.
03
SIP Solutions
Disciplined, automated investing plans that compound over time.
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Portfolio Reporting
Transparent, regular reporting on performance and progress.
Products
Investment products we offer
A curated set of investment options to match your goals and risk comfort.
Mutual Funds
SIP or lumpsum investment based on your goals.
Fixed Deposits
Bank & Private FDs for stability.
Bonds & Debentures
Fixed income securities for conservative growth
Stocks
Gold Bonds| Pre-IPO| F&O
PMS/AIFs
For HNIs with higher risk appetite
Insurance - Term & Health
To secure your family’s future & protect your savings
Calculators
SIP and lumpsum planning tools
See how disciplined investing compounds over time. Adjust the amount and horizon to project your future savings.
Monthly investment₹ 5,000
Investment period7 yrs
Potential value after 7 years
₹6.60 L
Invested amount: ₹4.20 L
year 0year 7
* Illustrative projection at 12% p.a. Mutual fund investments are subject to market risks.
About the app
Backed by the Wealthy App
Your investments are managed via the Wealthy App, a SEBI-registered, secure, and trusted investment platform used by over 1,00,000+ investors.
SEBI Registration Certificate
₹6000 Cr in investments
30+ offices across India
Get in touch
Start a conversation
Share your details and Akshaya Wealth will reach out to help you plan your next step.
