Shivam Prakash Pathak

Asset Elixir, led by Shivam Pathak, a Certified Financial Planner (CFP), provides personalized financial consultation and investment advisory services to individuals, families, and NRIs. The firm focuses on helping clients grow and protect their wealth through structured retirement planning, tax-efficient strategies, and disciplined investing across mutual funds, bonds, and insurance solutions. With an emphasis on clarity and simplicity, Asset Elixir enables clients to make informed financial decisions with confidence, both in India and internationally.

The firm follows a structured, goal-based financial planning process designed to deliver long-term clarity and control without unnecessary complexity. The approach begins with a detailed consultation to understand income, goals, risk profile, and existing investments, followed by the creation of a customized plan with appropriate asset allocation and tax planning. Regular reviews and rebalancing ensure that portfolios remain aligned with evolving life stages and changing market conditions.

Asset Elixir operates with a strong client-first philosophy rooted in ethics and transparency. Each engagement is centered on personalized financial planning, clear investment strategies, and ongoing portfolio reviews to support long-term stability rather than short-term market reactions. Through disciplined guidance and consistent monitoring, the firm helps clients stay focused on their financial goals while building sustainable wealth and peace of mind.