Shivam Prakash Pathak

Asset Elixir

Certified Financial Planner

Service Location

Navi Mumbai

Professional Licenses

FPSB

#IN152813

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Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

B Wing, Arihant Aura, 201, Thane – Belapur Rd, Turbhe MIDC, Turbhe, Navi Mumbai - 400703, Maharashtra.

Website

https://assetelixir.com/

Client Focus & Services

Best suited for

✅ Salaried Professionals – who want to start SIPs, save tax, and build long-term wealth.
✅ Business Owners & Self-Employed – who need smart investment planning and wealth creation strategy.
✅ First-Time Investors – who want proper guidance to start mutual funds safely.
✅ Families & Parents – for child education planning and future goal planning.
✅ Retirement Planning Clients – who want a secure retirement corpus with proper asset allocation.
✅ High Net-worth Individuals (HNIs) – who want portfolio review and structured wealth management.
✅ NRIs – who want investment planning in India with regular support.
✅ People who want Tax-Saving Solutions – ELSS, insurance planning, and goal-based tax planning.

If you want, I can make this into a Google Business post format also.

Problems solved

✅ Confusion in Mutual Fund Selection – helping clients choose the right funds based on goals and risk profile.
✅ Lack of Proper Financial Planning – creating a clear roadmap for wealth creation and financial stability.
✅ Irregular Savings & Poor Money Management – setting disciplined SIP and investment habits.
✅ Tax Saving Without Proper Strategy – providing smart tax-saving investment options (80C, ELSS, etc.).
✅ Retirement Uncertainty – building a retirement corpus with long-term planning.
✅ Insurance Mis-selling Issues – recommending the right insurance plan as per actual need.
✅ Portfolio Underperformance – reviewing and restructuring portfolios for better allocation.
✅ Goal Planning Issues – child education, home purchase, travel, and major life goals planning.
✅ NRI Investment Challenges – helping NRIs invest in India smoothly and compliantly.
✅ Market Volatility Stress – guiding clients with long-term strategy and risk management.

What this advisor does NOT do

At Asset Elixir, we focus on long-term, goal-based financial planning. To maintain transparency and quality, we do not provide the following services:

❌ Intraday / Day Trading Tips
❌ Stock Tips or Speculative Trading Recommendations
❌ Crypto / Bitcoin Investment Advisory
❌ Forex Trading Advisory
❌ Guaranteed Return or Fixed Profit Schemes
❌ Unregulated Investment Products or Ponzi-type Schemes
❌ Loan / Credit Card / Personal Finance Lending Services
❌ Illegal Tax Evasion Advice (we support only legal tax planning)

✅ We only recommend solutions that are ethical, regulated, and aligned with your financial goals.

About 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.

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