AMFI-registered mutual fund distributorARN-90675Distributor, not an investment adviser
AKS financial servicesAKS financial servicesYour Global Investment Partner
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AMFI-registered MFD · ARN-90675
Advisor consulting with a family
Portfolio Snapshot
A ₹5,000 step-up on a 20Y goal can shorten the timeline by ~14 months. Try the math →
▲ XIRR 13.2% since 2019
Risk Profile
Balanced Grower
Goal · Retirement at 55
72% on track
On track · SIP ₹18,000/month
₹28 Cr
Assets under management
400+
Active SIPs
15+
Experience
Assets under advice as on 30 June 2026. Retention measured over trailing 3 years.
What we do for you

Six ways to begin, most of them free.

Whether you're just starting out or sitting on a decade of scattered folios, there's a clear first step here for you.

Free

Free Portfolio Analysis

Upload your CAS and get a plain-English report on overlap, cost drag, laggards and gaps — within 24 hours.

Get my free report
Free

Free Risk Profiling

Eight honest questions to discover the investor you actually are — and the asset mix that lets you sleep at night.

Find my risk profile
Free

Free Digital Onboarding

PAN-based KYC check, bank verification and e-sign. Ten minutes, fully paperless, start your first SIP the same day.

Open an account

Goal Planning

Education, retirement, first home — we translate each dream into an inflation-aware monthly SIP you can actually keep.

Plan your goal

Book a Consultation

Thirty unhurried minutes on phone, video or over chai at our office. No product pitch, just answers.

Curated Baskets

Ready-made fund combinations matched to your goals and risk profile — reviewed every quarter by our desk.

See the baskets
Our products

Financial solutions for every stage of life.

Explore a considered range of investment, protection and wealth-building products.

01

Mutual Funds

A wide range of mutual fund products selected around your individual goals and risk profile.

Read More
02

Fixed Deposits

Compare partner-issuer fixed deposit rates side-by-side and book the one that fits your tenure.

Read More
03

AIF

A privately pooled investment vehicle for sophisticated investors, regulated by SEBI under the AIF Regulations, 2012.

Read More
04

PMS

Professionally managed, directly-held equity, debt and cash portfolios tailored to your risk profile.

Read More
05

SIF

A SEBI-regulated vehicle bridging mutual funds and PMS, offering advanced strategies with a lower entry barrier.

Read More
06

Life Insurance

LIC plans offering death cover, maturity benefits, a sovereign guarantee and tax relief.

Read More
07

Health Insurance

Care Health Insurance plans covering hospitalisation, day care treatments and a wide cashless network.

08

Motor Insurance

New India Assurance cover for private cars, two-wheelers and commercial vehicles, third-party and comprehensive.

09

General Insurance

New India Assurance non-life cover across health, motor, property, travel and commercial risks.

Goal planning

Every rupee working towards your
goal.

A ₹25 lakh dream today won't cost ₹25 lakh tomorrow. We translate each of life's milestones into an inflation-aware target — and a monthly SIP your household budget can actually keep.

  • 1
    Name the goal.
    Education, retirement, a home, a wedding — or simply wealth.
  • 2
    We price its future.
    Inflation-adjusted, with honest return assumptions.
  • 3
    You start one SIP.
    Mapped to a basket, tracked to the finish line — with annual step-ups.
Plan your goal →
Comfortable retirement at 58Palmtree 12–15 yrs

Comfortable retirement at 58

7 years remaining · ₹ 75,000/mo lifestyle

Ayushi's higher studiesGraduationCap 20–30 yrs

Ayushi's higher studies

10 years · MS in Harward University

Dream home in RaipurHome 5–8 yrs

Dream home in Raipur

5 years · 4 BHK · ₹ 1.2 Cr

SIP Calculator

Plan your monthly SIP

See how a disciplined monthly SIP can grow over time.

Monthly SIP₹20,000
Invested
₹36 L
Growth
₹59.19 L
Total value
₹95.19 L
Projected value in 15 years
₹95.19 L

at an assumed 12% p.a. · illustrative

+₹59.19 L of growth
InvestedGrowth
Curated by AKS financial services

Portfolios built with conviction.

Each basket is a hand-picked combination of 4–6 funds, mapped to a goal and a risk profile — and reviewed every quarter by our research desk.

Aggressive

Wealth Basket

For 10+ year horizons
40% Equity50% Debt10% Gold
₹ 2,500
Min SIP
8
Funds
3+ yrs
Horizon
Start SIP
Moderate risk

Balanced Growth

For 5–7 year goals
65% Equity30% Debt5% Gold
₹ 2,000
Min SIP
6
Funds
5+ yrs
Horizon
Start SIP
High risk

Conservative Income

For capital preservation
90% Equity5% Debt5% Gold
₹ 1,000
Min SIP
5
Funds
7+ yrs
Horizon
Start SIP

Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.

About AKS financial services

A decade of helping families turn savings into wealth.

Our journey began with a simple belief: investing should be driven by clarity, discipline, and purpose—not by complexity or short-term decisions. With a passion for helping individuals and families navigate their financial journey, we built this firm to provide a thoughtful, transparent, and goal-oriented approach to mutual fund investing.

Advisor in conversation
Heritage
Planning session
17+
Years beside our
client families

Advice before products

Every engagement starts with your goals and risk profile — never with a scheme brochure.

Radical transparency

Annual written disclosure of the commissions we earn on your investments. No surprises, ever.

One family, one advisor

You get a named advisor who knows your story — not a call-centre queue that knows your ticket number.

Through every cycle

We call you when markets fall — before you feel the need to call us. Behaviour is half the return.

“Wealth is not built in bull markets. It is built in the quiet decade when a family keeps its SIP running while everyone else panics. Our job is to be the steady voice in that decade.”
AJAY KUMAR SONI
AJAY KUMAR SONI
Founder · ARN-90675
What investors say

Built on relationships, not transactions.

★★★★★

“"Trusted guidance, polite communication, and a genuine effort to understand my family's financial planning needs. Highly satisfied with the service experience."”

Dr. K K Jha
Dr. K K Jha
Doctor, Ex CMS combined district hospital Atraulia Azamgarh
★★★★★

“"Professional service with a personal touch. They regularly help me review my financial goals and keep my investments organized."”

Abhinav Shukla
Abhinav Shukla
IES Officer
★★★★★

“"Their goal-based approach helped me start investing with discipline rather than chasing short-term returns"”

CB Prajapati
CB Prajapati
CA

Testimonials shared with written client consent; names used with permission.

AKS financial services on mobile

All your funds in one place — see everything.

Track your investments, monitor goals, and stay on top of your wealth journey from anywhere.

  • Live portfolio value and XIRR across all family members
  • One-tap SIP start, pause and step-up
  • Goal trackers with funded-percentage at a glance
Get it on
App StoreDownload on the
Google Play
TOTAL PORTFOLIO VALUE
₹48,72,540
▲ ₹1,24,320 (2.6%) today
Retirement72% ●
Child Education41% ●
Dream Home100% ✓

Your wealth journey begins with a single, honest question.

What do you really want from your money? Take our investor personality assessment. No email required to start.

Take the assessment →Upload CAS instead
A named advisor — not a call centre — will reach out within one working day.
Everything your wealth needs, built around you.Get Instant Portfolio Score