What is your Financial Need?

HAPPY RETIREMENT

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What is your Financial Need?

OWN A HOUSE

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What is your Financial Need?

WEALTH BUILDING

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What is your Financial Need?

CHILD'S FUTURE

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Welcome To Akhil Financial Services

A reputed name for comprehensive financial advisory and product distribution services

At, Akhil Financial Services our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable options.

At Akhil Financial Services, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial needs in life.

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Our Service

01 Client Desk

The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.

What We Offer

01 Assessment

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Product Basket

Mutual Funds
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against Mutual Fund
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
Housing Loan
Housing Loan
Home loans are available for the purchase of under-construction or ready-to-move homes.
NJ PMS
NJ PMS
At NJ Asset Management Private Limited, we provide our Clients with an online account called "PMS Desk".
Income Tax Filing and Tax saving
Income Tax Filing and Tax saving
Direct tax is a tax you pay on your income directly to the government. Indirect tax is a tax that somebody else collects

Fund Manager Interviews

Mr. Sanjay Chawla Chief Investment Officer - Equity, Baroda BNP Paribas Mutual Fund. Mr....

Mr. Prashant Pimple Chief Investment Officer - Fixed Income, Baroda BNP Paribas Mutual Fu...

Mr. Puneet Pal Head - Fixed Income, PGIM Mutual Fund. Puneet Pal is the Head-Fixed I...

Mr. Vinay Paharia Chief Investment Officer - Equity, PGIM Mutual Fund. Vinay Paharia jo...
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Assisting clients in fulfilling their needs.

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Latest Article

Tuesday, June 09 2026 Source/Contribution by : NJ Publications The number is bigger than ...

Friday, May 22 2026Source/Contribution by : NJ Publications Health insurance in India has...

Friday, May 15 2026 Source/Contribution by : NJ Publications Congratulations! You’ve rece...

Monday, May 04 2026 Source/Contribution by : NJ Publications Every time we hear a rags-to...

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Akhil Financial Services
Office Address:
122/2 Monohar Pukur Road,
Ground Floor, Kolkata-700026,
Opp Raj Restaurant & Hotel

  •  : +91 9051796543
  •  : +91 9051796543

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