Akshay Investments is an investment & Insurance consultancy firm offering a range of financial products and services. Founded in 1984 by Mr. C H Joshi, the firm is one of the oldest and well reputed organisations in its category.
The central focus of our philosophy is to provide long term value to our esteemed customers while maintaining the highest standards of integrity, ethics, professionalism and timely service. Over the years, the firm has been committed to nurturing a sense of savings amongst its investors for creating wealth through regular and long term investments. Our persistent drive to add more and more satisfied customers to the Akshay Investments year-on-year has enabled us to improve our offerings and service standards.
Over 90% of our clients have started a relationship with us by way of recommendations and referrals from satisfied Akshay Investments clients. We consider a referral from a client, friend or colleague as the highest compliment for our services. As professionals, this is a testimonial of satisfaction that a customer expresses in action and the most gratifying reward for our services. On our part, our sense of responsibility, professionalism and empathy for our customers remains steadfast.
Mr. C .H Joshi
With well over 30 years of experience in the financial Mr. C H Joshi, the founder of Akshay Investments started with Life Insurance and gradually added other products which were necessary for financial planning of the client.
Mr Joshi is known to be an expert in cash flow planning even when there was no support of Technology . Mr.Joshi transfers his enthusiasm by periodically coaching the team and sharing his keen insights and his experience in the field.
Mr. Chintan Joshi- Bcom| CFP
A Commerce graduate and CFP with rich experience of 14 years in financial industry . He decided to take a plunge down the entrepreneurship road in 2003 augmenting growth at Akshay Investments. With his rich experience in customer management, clear articulation and team management skills he has brought a well- rounded approach to growing the Akshay Investments business portfolio.
Chintan is an acknowledged expert in the financial advisory and wealth management space. He is instrumental in introducing a multi-disciplinary approach to financial planning at Akshay Investments.
Chintan is a fitness enthusiast and a runner, loves reading and music in his spare time.
Mr. Shashank Joshi- Mcom| CFP
With Masters in Commerce and CFP an experience in JP Morgan, Shashank Decided to Join Akshay Investments in the year 2008. His passion about using technology to enable extra ordinary customer experience has helped Akshay Investments grow exponentially.
Experienced Financial Planning Specialist with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Business Relationship Management, Health Insurance, Risk Management, and Financial Planning. Strong finance professional graduated from Narsee Monjee College, Mumbai.
Shashank contributes in his own capacity as consultant to many Asset Management Companies and Insurance companies by guiding and aiding them in their engagement initiatives and by providing key inputs and insights in building financial solutions suitable to the new age investor
He specializes in customer insights and strategy, brand marketing, product management and people management.""