Akshay has been a premier tax consultancy and financial service provider. We at Akshay are providing financial services to our valued clients for more than two decades now.
Akshay is having its own operating unit at Kandivali (West), Mumbai, with a staff of 6 members.Akshay provide the best quality services in the area of Financial Planning as per the requirements of our valuable customers.
Akshay provide our clients with the products like:
- Accessing the Individuals Income & Filing of IT Returns.
- Life / General Insurance Policies of almost all the Insurance Companies.
- Government of India Bonds (RBI Bonds).
- Mutual Fund Schemes.
- Postal Saving Schemes (NSC, KVP, MIS, RD, TD, etc.).
- Company Fixed Deposits.
- Akshay provides its services to more than 1500 families and more than 7000 individuals in Mumbai.
- Our experienced six people staff is skilled enough for servicing our valued customers in their best capabilities.
- We observe strict quality regulations starting from understanding of the client’s needs to suggesting him a solution to helping him buy the required product.
- Akshay is constantly keeping itself up to date with the latest products and technology through out the year.
- Our Horizon of Knowledge and Experience covers almost all areas related to Tax, Finance & Investment.
- And we endeavor to extend our services to maximum to fulfill our clients expectation.
- Mr.Chintan Joshi has been attending training under Shri. Gopinathji Since past two years.
- Mr.Champak, Mr.Chintan & Mr.Shashank Joshi are Attending various training programs for understanding the markets and mutual fund properly.
- Completed CFP.
- AMFI Certified.
We are qualified In MDRT of Birla for year 2008-09
The core areas of our service operations are as follows:
- Tax Planning
- Finance Management
- Investment Planning
- Risk management & Insurance Planning
- Retirement Planning etc.
which we have excelled with experience & learning. Having more than 20 years of experience in the competitive field of Tax Planning and Financial Management, we are operating with flexibility necessary for today’s markets, while maintaining the best quality standards. The firm’s client base has been rapidly increasing in Mumbai and other parts of India. Our numerous satisfied customers bear testimony to our success in the market.