Shivam Prakash Pathak

Asset Elixir

Certified Financial Planner

Service Location

Navi Mumbai

Professional Licenses

FPSB

#IN152813

₹

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

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

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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