OUR Offerings

we deals in

MUTUAL FUNDS

We are a team of professionals, having expertise in the domains of Business and Financial Analysis.

INSURANCE (LIFE & NON-LIFE)

The importance of Investing in Life Insurance cannot be stressed enough.

GOLD ETFS

Gold ETFs are similar to mutual funds that are traded on stock exchanges, i.e.

PMS, AIF

Portfolio Management Services (PMS) refers to an investment portfolio in equities...

What we stand for
A
Acumen
K
Keenness
M
Micro & Macro

WHO WE ARE

ABOUT 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.

20+
Years of Experience

15+
Range of Products

10+
Certificates

200+
Happy Clients

how we do it

Our working process

We start with getting to know the client's current financial situation and goals and end with continually measuring performance toward those goals and updating them as necessary.

step one


Understanding the client's personal and financial circumstances.

step two


Identifying and selecting goals.

step three


Analysing the client's current course of action and potential alternative course(s) of action.

step four


Developing the financial planning recommendation(s).

step five


Presenting the financial planning recommendation(s).

step six


Implementing the financial planning recommendation(s).

step seven


Monitoring progress and updating.

Interested in our products
contact today!!!

WORK PROCESS

WHY CHOOSE US

We will show you the right path for a better tomorrow.

24 * 7 Support

Adherence of Compliances

Monitoring Activities

Process Management and Quality Assurance

Customer services

Team Management

Mentoring & Training

Profile Center Management

Quick Enquiry

Let's Connect & Grow Together

ADDRESS

Unit No. 509-510, Block B; The One; 5 RNT Marg, Indore – 452001 (M.P.)

    Testimonials

    Certificates