Let's Make
₹ Wealth Creation Simple

Let's build a roadmap to your financial freedom together, with personalized strategies designed for your financial goals.

Akash Rattan Bhardwaj - Financial Advisor
What We Offer

Comprehensive Financial Solutions

Mutual Funds

Expertly curated mutual fund portfolios designed to diversify your investments and maximize long-term returns.

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Invest Smart

SIP

Systematic Investment Plan. Invest fixed amounts at regular intervals. Ideal for long-term wealth creation.

Lumpsum

One-time Investment. Invest a large sum at once. Best for deploying surplus funds for immediate growth.

Stock Market

Direct equity investment strategies with in-depth market analysis to capitalize on growth opportunities.

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Equity Strategy

Investing

Long-term wealth building through fundamental analysis and holding quality stocks.

Trading

Short to medium-term opportunities using technical analysis to capture market trends.

Insurance

Comprehensive life and health insurance solutions to protect you and your family against unforeseen events.

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Total Protection

Health Insurance

Cover medical expenses and hospitalizations to protect your savings from health emergencies.

Term Insurance

Pure risk protection to secure your family's financial future in case of life's uncertainties.

Financial Planning

Holistic financial roadmaps covering education, retirement, and major life goals tailored to your unique needs.

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Wealth Roadmap

Saving

Building a safety net for short-term goals and emergencies using liquid and low-risk instruments.

Investing

Deploying capital into growth assets to beat inflation and achieve long-term financial freedom.

Akash Rattan Bhardwaj
SEBI
Registered
About Akash Rattan Bhardwaj

More Than Just a Financial Advisor

For almost a decade, I have been working in the stock market Investing, Trading and learning. Along the way, I have been helping a lot of people to start their own wealth creation journey and achieve financial clarity. My philosophy is simple: Make your Money work for You.

I believe in a holistic approach to wealth management. It's not just about picking stocks; it's about understanding your life, your family, and your dreams. Whether you are planning for retirement, financial freedom, or buying your dream home, I am here to guide you every step of the way.

  • 9+ years of stock market experience
  • MBA Finance
  • SEBI & AMFI Registered
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Client Success Stories

Trusted by Families Like Yours

"Akash’s guidance on mutual fund investments was exceptional. His strategic insights, clear communication, and personalized approach made the entire process smooth and reassuring. A true professional."

Nehal Jhunjhunwala

Consultant

"Akash guided me through the stock market and mutual funds in a way that gave me great clarity about investing and money-making. His professionalism is truly inspiring, and he explained investments and businesses in a very simple and easy-to-understand manner. He helped me clearing my doubts and patiently addressed all my questions and ensured my money goes in right direction."

Kamakshi

Student

"Akash has been instrumental in my mutual fund investment journey as he introduced me to this side of investment world. He curated a portfolio after accessing my goals and risk taking abilities thoroughly. I am thankful and wish him success in his future endeavours."

Sachin Sharma

Government Officer

Get in Touch

Ready to take control of your financial future? Schedule a free 30-minute consultation.

Akash Rattan Bhardwaj

+91 80768 55890

Aman Rattan Bhardwaj

+91 93113 63994

Email

akashrattanbhardwaj@gmail.com

Start Investing, our team will contact you within 24 hours!

Frequently Asked Questions