Make smartest moves this year. Get a financial expert on your side.

At Aakash On Finance, we provide holistic financial solutions designed to fuel your financial growth.

Our Services

Our expertise spans insurance, investment, estate and tax planning, and personalized financial guidance. We tailor our services to fit your unique financial goals, ensuring a secure and prosperous future.
Explore the services below to find the right financial solutions for your needs.

Insurance

Protect What Matters Most

Investments

Build and Grow Your Wealth

Estate Planning

Secure Your Legacy

Financial Consultation

Expert Guidance for Smarter Decisions

Additional Financial Services

Enhancing Your Financial Management

Insurance

Insurance forms the foundation of a solid financial plan, providing security against life’s uncertainties. We guide you in selecting the best policies to safeguard your family, assets, and future.

Life Insurance

Your family’s financial well-being shouldn’t be left to chance. We assist you in choosing the right term plans, whole life policies, and annuity plans to ensure your loved ones remain financially secure in any situation.

Health Insurance

Unexpected medical expenses can be overwhelming. Our comprehensive health insurance plans cover hospitalization, medical treatments, and other healthcare costs.

General Insurance

Your valuable assets deserve protection. We offer customized insurance solutions for your home, vehicles, travel, and business—so you can focus on what matters most while we secure what you own.

Investments

Insurance forms the foundation of a solid financial plan, providing security against life’s uncertainties. We guide you in selecting the best policies to safeguard your family, assets, and future.

Mutual Funds

Mutual funds allow you to invest in a diverse portfolio managed by experts. We help you select funds that align with your risk appetite and financial goals, ensuring optimal returns.

Stocks

Stock market investments can be rewarding with the right strategy. We provide investing and trading services through India’s leading broking house, offering ethical, transparent, and expert-backed guidance.

Fixed Income

Fixed income instruments offer a safe and steady way to grow wealth. We assist in selecting bonds, debentures, and fixed deposits (FDs) to add stability and security to your portfolio.

Intelligent Advisory Portfolio

IAP is a unique offering powered by SEBI-registered investment advisors (RIAs). This portfolio blends expert management with AI-driven insights, ensuring dynamic and efficient investment strategies.

PMS & AIF

For High-Net-Worth Individuals (HNIs), Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) offer exclusive wealth-building opportunities.

Smart Baskets

We curate custom investment strategies ranging from capital protection to value appreciation, tailored to your risk profile.

Estate Planning

Ensure a smooth and hassle-free transfer of wealth to the next generation. Our estate planning services help you create a solid legal and financial framework to protect your family’s future.

Will Drafting

Mutual funds allow you to invest in a diverse portfolio managed by experts. We help you select funds that align with your risk appetite and financial goals, ensuring optimal returns.

Trust Setup

Stock market investments can be rewarding with the right strategy. We provide investing and trading services through India’s leading broking house, offering ethical, transparent, and expert-backed guidance.

Claim & Transmission of Securities

Fixed income instruments offer a safe and steady way to grow wealth. We assist in selecting bonds, debentures, and fixed deposits (FDs) to add stability and security to your portfolio.

Financial Consultation

Navigating financial complexities requires expert insight. Our personalized financial consultations empower you with strategic guidance for:

Wealth Creation

Build long-term financial security with best strategies.

Retirement Planning

Plan for a stress-free retirement and retire early.

Risk Management

Protect your assets with the right strategies and minimise the risk.

Additional Financial Services

Beyond our core services, we provide specialized financial solutions to help you manage your wealth with ease.

Insurance Management

Regular policy evaluations, claim assistance, and benefit optimizations

Securities Transmission

Seamless transfer of investments through nominee changes or inheritance

Dematerialization Claim Lost Shares

Convert physical share certificates into demat form. Recover unclaimed shares and dividends from the Investor Education and Protection Fund (IEPF)

The right financial decisions today shape the future you envision.
Are you ready to take that step?

We are here to help you with investment guidance, insurance solutions, estate planning, or expert tax advice.

Know More

The first consultation will assess your financial goals and current financial situation. Owing to my years of experience, I will offer you a solution at that same meeting. Sometimes, however, I may need to do some research and analysis to build a tailored plan for you.

The financial solutions will be tailored to your current financial situation (income, expenses, and liabilities) and targeted to your goal. This financial plan will maximise the wealth-building opportunities.

Once we have started executing a financial plan, I will send you regular and monthly financial updates. I also conduct a yearly review to realign our plan. Additionally, during market turmoil, I will take care of any issues you may face. Moreover, I am just a call or a message away.

Most definitely. A financial plan will start with a well-defined budget. The first step after consultation will be to understand your needs and goals.

Yes, I do. I am a Mutual Fund Distributor registered with AMFI, as well as a NSE, BSE, and MCX registered Authorised Person. Along with these, I also work with Fixed Income (Bonds, Debentures, FDs), PMSs, and AIFs for high net worth individuals.

The easiest way to manage risk in a good investment is time. To manage other investments that are short of time, we use diversification among asset classes (equity, debt, commodities, real estate) and different options in a single investment class (market caps in equity or duration in debt).
And most importantly, insurance is the first line of defence for any investment.

Your financial journey starts today.

Contact us today and let’s curate your financial success story!

Book a free call