AMFI REGISTERED · IRDAI LICENSED

Your Trusted Partner
for a Secure Financial
Future

10 years of expertise in financial planning, insurance, real estate, and mutual funds. We give you the clarity to make confident decisions about your money.

Explore Services
₹50Cr+
Assets Managed
200+
Happy Clients
10 Yrs
Experience
100%
Genuine Advice

Our Services

Comprehensive financial services under one roof — tailored to your goals.

Financial Planning

Comprehensive roadmaps tailored to your life goals — retirement, wealth creation, and beyond.

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Health Insurance

Protect yourself and your family with the right health cover. We compare and recommend the best plans.

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Life Insurance

Secure your family's future with term, ULIP, and endowment plans suited to your needs.

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Real Estate

Smart property investment guidance — residential, commercial, and REITs for every budget.

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Mutual Funds

SIP, lump-sum, and goal-based investing in curated funds for consistent long-term wealth creation.

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Loans

Home loans, personal loans, business loans — we help you get the best rates with the right lender.

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Other Services

FDs, bonds, vehicle insurance, NPS, Sukanya Samriddhi, PPF, will writing and more — all under one roof.

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GENUINE ADVICE • GUARANTEED • TRUSTED •100%GENUINE

Our 100% Genuine Advice Guarantee

We pledge to always recommend what's best for you — never driven by commissions, incentives, or sales targets.

No hidden commissions
No mis-selling, ever
Only your best interest matters
Your goals come first
GENUINE ADVICE • GUARANTEED • TRUSTED •100%FREE & HONEST
Akshay Bhatt — PlusFinance Financial Advisor
10+
Years Experience

Meet Akshay Bhatt

With over a decade of experience in the Indian financial markets, Akshay has helped 200+ families build wealth, protect their loved ones, and achieve financial freedom.

His philosophy is simple: only genuine advice. No hidden agendas, no misleading products — just honest guidance that puts your interests first.

Unbiased Advice
We recommend what's best for you — never driven by commissions.
Holistic Approach
We look at your entire financial picture before recommending anything.
Ongoing Support
We review your portfolio regularly and adjust as your life changes.
Trusted Network
Access to top insurers, AMCs, and real estate partners across India.
HOW IT WORKS

Your Journey to Financial Freedom

A simple, transparent four-step process designed to put you in control of your financial future.

01
Free Discovery Call
Book a no-obligation consultation where we understand your goals, current situation, and concerns.
02
Customised Strategy
We build a personalised financial roadmap aligned with your short-term and long-term objectives.
03
Implementation
We help you execute the plan — whether it's investing, insuring, or restructuring — end to end.
04
Ongoing Reviews
Regular portfolio check-ins and strategy adjustments as markets and your life evolve.

More Ways We Can Help

Beyond core services — we cover every financial product your family might need.

Fixed Deposits
Best FD rates across banks and NBFCs — we help you ladder your deposits for liquidity and returns.
Bonds & NCDs
Government bonds, corporate NCDs, and sovereign gold bonds for stable, tax-efficient income.
Vehicle Insurance
Comprehensive and third-party cover for cars and two-wheelers at the most competitive premiums.
Sukanya Samriddhi
Open and manage SSY accounts for your daughter — guaranteed government-backed returns with tax benefits.
NPS
National Pension System for long-term retirement savings with additional ₹50,000 tax deduction under 80CCD(1B).
PPF & EPF Advisory
Maximise your Public Provident Fund and EPF contributions as part of a holistic tax planning strategy.
Will Writing
Legally drafted wills, nomination advisory, and estate planning documents — so your wealth reaches the right people.
Will Writing & Legal Services
Legally drafted wills, nomination advisory, and estate planning documents — so your wealth reaches the right people, without dispute or delay.
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What Clients Say

Real stories from families we've helped on their financial journey.

“

Akshay helped me set up a proper financial plan for the first time. No jargon, no pressure — just clear, honest advice. My SIPs are running and I finally feel in control of my money.

Priya Sharma
Software Engineer, Bangalore
“

I had been mis-sold a ULIP by another advisor. Akshay patiently explained everything, helped me surrender it at the right time, and set up a proper term plan + mutual fund portfolio. Truly unbiased.

Rajesh Mehta
Business Owner, Ahmedabad
“

We trusted Akshay with our retirement corpus. He chose the right debt and hybrid funds, and we have been getting steady returns without losing sleep. Highly recommended.

Sunita & Vikram Patel
Retired Couple, Surat
“

As a doctor I had very little time to manage finances. PlusFinance took care of everything — health cover for my family, a good term plan, and a diversified portfolio. Absolutely worth it.

Ananya Desai
Doctor, Mumbai

Ready to Start Your Financial Journey?

Book a free, no-obligation consultation and take the first step towards financial security.