OUR Offerings
OUR Offerings
WHO WE ARE
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
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.
Understanding the client's personal and financial circumstances.
Identifying and selecting goals.
Analysing the client's current course of action and potential alternative course(s) of action.
Developing the financial planning recommendation(s).
Presenting the financial planning recommendation(s).
Implementing the financial planning recommendation(s).
Monitoring progress and updating.
Quick Enquiry
Unit No. 509, Block B; The One; 5 RNT Marg, Indore – 452001 (M.P.)
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
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 son personal attention in helping me with Carry out. transmission Process of my husband, Late Shamsher Singh. It completed all my Banks related work, WILL and Explained me in details all about my Financial Assets, They have helped me in Annual Filing of my Income Tax Return. AKM team had put a lot of effort for documentation, Visiting me at my hotel and informing me on Email & Whatsapp about the problems & solutions on all my Financial Assets. They have given lot of time in Prepration of Paper work & spend the last day and first day of the year in my work.
I am highly Satisfied with the advice & services provided by AKM Wealth for the last 20 years to me and my Husband Late Shamsher Singh.
I wish AKM Wealth Pvt. Ltd. Team all the best for future.
-Jagdish Kaur
0731-4090027 
