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Welcome To AKS Private Wealth

AKS Private Wealth is a Young Independent Financial Advisory firm incorporated in the year 2012 and at present has more than 400 satisfied clients with an operating AUM of more than 100 Million (10 Crore) and taking care of Sum Insured more than 200 Crores (2 Billion) as in January 2018.
We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, Authorised Persons at BSE Bombay Stock Exchange, AMFI (Association of Mutual Fund of India), and IRDA (Insurance Regulatory Development Authority of India).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. 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 making people enjoy their goals in life e.g. wealth accumulation, family financial protection, child future planning, and retirement planning on a tax-favored basis. We provide online Portfolio review and management to keep you updated with your achievements towards your goals. We keep you worry-free by keeping track of your investments and their growth. We analyze and design portfolios on case to case basis and provide exclusive solutions and products which are most suitable. We are focused on a limited number of clients with quality solutions and services.

Our Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Some Facts

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Clients
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Our Philosophy

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Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach

Our Team Members

Started with the sole objective of building a bright financial future for our clients, we ensure quality and hassle free financial advice. Being expert on account of our years of experience, we ensure a specific and goal oriented financial planning as per the need and requirement of individuals. Knowing in and out of various asset class, we can guide you through your financial journey with much ease and clarity.

Mr. Amitesh Kumar Singh
Mr. Amitesh Kumar Singh

Chief Advisor

Mr. Amitesh Kumar Singh is the Chief Advisor. Founder and Leader of the team, he has over 7 years of rich experience in the financial services industry. With an MBA in education, he is known for his deep understanding of distribution practices and their challenges. He has worked with some of the top financial institutions of the country which includes Standard Chartered, Max New York Life, and ICICI. He has gained many certifications in Financial Industry some of which are NISM, NCFM, IRDA IC 33, IRDA IC 34, Certified Chartered Goal Planner, Certified Protection Planner, Certified Child Future Planner, Certified Retirement Planner, etc

Mr. Pawan Kumar
Mr. Pawan Kumar

Relationship Manager

Mr. Pawan Kumar is the Relationship Manager, having an experience over 3 years in the financial services industry. He is responsible for Term insurance, Child Future Plan and Investment Advisory.

Mr. Kapil Kumar
Mr. Kapil Kumar

Relationship Manager

Mr. Kapil Kumar is the Relationship Manager, having an experience over 7 years in the financial services industry. He is responsible for Health Insurance and Travel insurance Advisory.

Mr. Gaurav Kumar
Mr. Gaurav Kumar

Relationship Manager

Mr. Gaurav Kumar is the Relationship Manager, having an experience over 3 years in the financial services industry. He is responsible for investment advisory and portfolio management.

We offer our services through personal counsel with each of our clients after understanding their wealth distribution needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products, and that they make proper progress toward achieving their financial goals in life.

Contact Us

AKS Private Wealth
Office Address:
2nd Floor, SCO 10
Sector 14, Near Vishal Mega Mart,
Gurgaon - 122001, Haryana.

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