ABOUT US

AMFI Registered Mutual Fund Distributor MFD

IRDAI Certified Insurance Advisor CIA

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Company Profile

We are incorporated in the year 2013, and at present have 600+ satisfied clients & targeting to acquire 1000 active Clientele by 2025. We help clients to achieve their financial goals with an effective and efficient FWB strategy.

We have Authorised Person of NSE & BSE, Certified Mutual Fund Distributors, and Certified Insurance Advisor recognized by the AMFI (Association of Mutual Fund of India) & IRDAI (Insurance Regulatory & Development Board of India).

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We offer comprehensive financial advisory services by using our complete knowledge of investment, insurance, and income tax in order to suggest the best solution to the clients, as per their long-term and short-term requirements. Our core purpose is to provide One Stop Solutions & thereby make people enjoy a secure life.

Our Timeline

  • Entered in the Financial Industry with an MFD license recognized by AMFI.

    2012

  • 2013 We started our firm A K Wealth TM on 05.01.2013.

    2013

  • 2013 We became channel partner of Motilal Oswal, Sharekhan, Karvy & Funds India.

    2013

  • 2014 We Tied up with India’s leading national distributor NJ India Invest Pvt. Ltd. & in the same year we recognized as NJ STAR PARTNER.

    2014

  • We became Certified Insurance Advisor (CIA) & started our full fledge life & general insurance business.

    2015

  • 2016 We achieved the 1st milestone of 100 Active Clients.

    2016

  • 2017 We became Authorised person of NSE & BSE.

    2017

  • 2018 We decided to shift our Business to a 100% online model to provide prompt & hassle-free service.

    2018

  • We joined NetworkFP, a group of passionate financial advisors who acquire knowledge & implement it effectively in their day-to-day practice.

    2019

  • We achieved the big milestone of 500 Active Clients with full dedication.

    2020

  • We Crossed 1500 Lacs aum in Mutual Fund

    2021

Our Team

Mr. Abhishek Kadam

(Financial Advisor)

Education: Master of Management Studies (MMS)
Founder & CEO of A K Wealth TM
Total Work Experience: 9 years
Role: Financial Planning & Wealth Management

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Mr. Hitesh Mali

(Strategic Business Consultant)

Founder of Equitywala
Total Work Experience: 24 years
Roll: Speaker & Motivator

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