Trusted To Investment

Comprehensive Wealth & Investment Solution

From portfolio management and solution to global banking, tax planning, and family office services, we provide end to end strategy for sustainable growth.

Trusted to Investment

Secure Your Future Live Your Dreams

Retirement is not the end of earning — it’s the beginning of truly living

Trusted To Investment

Smart Investments Start at GIFT City

Unlock opportunities in GIFT City with tax advantages, global market access, and seamless investment structures.

Trusted To Investment

Global Expertise, Local Opportunities Invest in India

Bridge the gap between global capital and India's booming economy. Our experts simplify your investment journey

Our Services

Our Comprehensive Wealth Management Services

Leading Mutual Fund Distributor

We are a leading mutual fund distributor offering an integrated range of financial and advisory solutions for individual, HNI, and NRI clients.

Regulatory Compliant Services

Discover how our services empower you to grow, protect, and seamlessly transfer your wealth while ensuring full regulatory compliance.

Mutual Fund Investment & SIP Services

As AKM Wealth Pvt. Ltd., we empower clients to achieve their financial goals through disciplined,...

Family Office Services

As AKM Wealth Pvt. Ltd., we extending Family Office Services to our clients addresses the...

Consolidated Wealth Management
Multi-Asset Strategies
Philanthropy & Impact Solutions
Confidentiality and Security
Regulatory & Documentation Services

As AKM Wealth Pvt. Ltd., a trusted mutual fund distributor, your Regulatory & Documentation Services...

Comprehensive Compliance
KYC & Onboarding
Transaction Documentation
Audit Support
Banking & Repatriation Services

As AKM Wealth Pvt. Ltd., a leading mutual fund distributor, providing Banking & Repatriation Services...

NRI Banking Support
Repatriation Guidance
Documentation & Compliance
Global Accessibility
Estate & Succession Planning

At AKM Wealth, we recognize the importance of securing your family’s financial future. Our Estate...

Holistic Estate Planning
Legal Support
Multi-Generation Solutions
Tax-Efficient Transfer
Tax Planning & Compliance

At AKM Wealth, we understand that smart tax planning is integral to wealth creation. Our...

Strategic Planning
Compliance Management
Regulatory Updates
NRI Support
Investment Solutions

At AKM Wealth we provide personalized Investment Solutions Services that align your financial goals with...

Personalized Solutions
Portfolio Construction
Ongoing Reviews
Real Estate Services

As AKM Wealth Pvt. Ltd., offering specialized NRI Investment Services and exclusive Gift City Investment...

Property Advisory
End-to-End Support
Portfolio Diversification
NRI Desk
About Us

AKM Wealth Pvt Ltd

We are a team of professionals, having expertise in the domains of Business and Financial Analysis, Life Skills, Research, Data Interpretation, technical space, with depth of knowledge, wide exposure, and long years of varied experience.

What we stand for

Acumen Keenness Micro & Macro

30+

Years Experience

20+

Range of Products

15+

Certificates

500+

Happy Clients

Why Choose Us

Invest Smarter. Grow Faster. Consult with Confidence.

With in-depth financial knowledge and cutting-edge consulting, we help clients navigate complexity and unlock new opportunities.

Expertise Across Domains

One-stop solution for investments, tax, estate, real estate, and global banking needs..

Personalized Attention

Services and strategies tailored for your unique profile and goals..

Full Lifecycle Support

Advisory that evolves with your life journey—from wealth creation to legacy transfer.

Compliance & Transparency

Assurance of security, integrity, and up-to-date regulatory adherence..

Start Your Investment Journey

Get in touch with our experts today and discover how we can help you achieve your business goals.

Our Expert

Meet Our Expert

Driven by experience and insight, our financial consultants guide you in making smart investments and building long-term value.

Mr. Amit Kumar Maheshwari
CEO & Managing Director - AKM Wealth Pvt. Ltd

Certified Financial Planner | Qualified Personal Finance Professional | Mentor | Industry Leader

Amit Kumar Maheshwari is the CEO & Managing Director of AKM Wealth Pvt. Ltd., Indore, and one of Central India’s most respected voices in personal finance advisory. With over 33 years of rich practical experience, Amit has built a reputation for trust, integrity, and innovation in wealth management.

Under his leadership, AKM Wealth has grown into a trusted financial advisory firm, offering clients a 360° suite of services—from mutual fund and financial product distribution to income tax filing and will writing. His expertise lies not just in managing investments but in crafting holistic financial strategies that align wealth with life goals.

Testimonial

What Our Clients Say

Don't just take our word for it. Here's what our satisfied clients have to say about our consulting services.

I am thankful to AKM Wealth Pvt. Ltd. who gave personal attention to help me update KYC of all my Investment Portfolios. AKM team had put a lot of effort for documentation, which includes visiting my house several times & getting a lot of paper work done for me & my family investments. I am highly Satisfied with the advice & services provided by AKM Wealth for the last 15 years. I wish AKM Wealth Pvt. Ltd. Team a great success in their future endeavours. Best Wishes to AKM Wealth Pvt. Ltd.

Murli Dhar Gandhi

I am thankful to AKM Wealth Pvt. Ltd. who gave me & my Mother personal attention & help with transmission Process of my Father Late Shamsher Singh. Amit Kumar Maheshwari called me up in USA & Informed me in details about my Father Investment, Immediately after the death of my Father. Amit Kumar Maheshwari & his team, were honest & sincere in explaining in details about each process. 31/12/2020 & 01/01/2021, were spend by them in doing our Investment related work. I am highly Satisfied with the advice & services provided by AKM Wealth for the last 20 years to my Parents. I wish AKM Wealth Pvt. Ltd. Team all the best for future.

Param Deep Singh
FAQ

Frequently Asked Questions

Find answers to common questions about our consulting services and process.

A pool of investments in stocks, bonds, or securities managed by professionals.

Systematic Investment Plan lets you invest a fixed amount regularly in mutual funds, ideal for disciplined wealth creation, You can begin with as little as ₹500 per month.

We recommend funds based on your goals, risk appetite, and investment horizon.

PAN, Aadhaar, Bank details, Photograph & your Authorization for Investment & KYC should be validated.

Structuring assets through (wills, trusts) for smooth, tax-efficient transfer to heirs.

We analyse portfolio for returns, risks, and tax benefits, aligning with your goals.

Holistic wealth management for affluent families, covering investments, taxes, and legacy planning.

They integrate multiple services for tax efficiency and legacy building.

Leading business consulting firm helping companies achieve sustainable growth through strategic planning and expert guidance.

Company
Contact Info

“Mutual Fund Investments are subject to market risks read All the schemes related offer documents carefully before Investing”

“We are AMFI Registered Mutual Fund Distributor”


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