REGULATED BY SEBILife with clarity. direction. Freedom.
At Aikeyam, as a SEBI-Registered Investment Advisor, we help professionals and families align money with life’s true goals and values.
Life with clarity. direction. Freedom.
At Aikeyam, as a SEBI-Registered Investment Advisor, we help professionals and families align money with life’s true goals and values.
Trusted by professionals from companies like
Trusted by professionals from companies like
SEBI Registered Investment Advisor (RIA)
As a SEBI-registered investment Adviser INA000019822, we operate under a fiduciary standard, legally and ethically bound to act in your best interest. Our guidance is conflict-free, transparent, and centered around your long-term well-being.
- Client-centric advice focused on your life, not just your portfolio
- Rigorous standards in qualification, conduct, and compliance
- Full fee transparency; no commissions, no hidden incentives
- A long-term partnership built on trust, not transactions
Zero Commission
Unbiased Advice
Qualified Advice
Zero Commission
Unbiased Advice
Qualified Advice
Zero Commission
Unbiased Advice
Qualified Advice
Zero Commission
Unbiased Advice
Qualified Advice
Zero Commission
Unbiased Advice
Qualified Advice
Zero Commission
Unbiased Advice
Qualified Advice
Zero Commission
Unbiased Advice
Qualified Advice
Zero Commission
Unbiased Advice
Qualified Advice
Zero Commission
Unbiased Advice
Qualified Advice
Zero Commission
Unbiased Advice
Qualified Advice
Real People, Real planning
Goal-Based Planning
Aligns investments with life goals for purpose-driven financial decisions
Investment Simplification
Streamlines portfolios to reduce clutter, cost, and confusion in investing.
Emergency & Insurance Strategy
Protects wealth through contingency planning and tailored insurance options.
NRI Transition & RNOR Planning
Guides smooth financial shift for NRIs returning to Indian residency.
Honest, Product-Free Advice
Unbiased financial guidance without product-pushing or commission-driven.
Cashflow
Our cash flow strategy balances today’s needs with tomorrow’s aspirations — without the stress of feeling restricted
How it Works
Our 4-Step Wealth Process
A simple, transparent process designed to bring clarity and confidence to your financial journey — from planning to execution.
Testimonials
Money talk, from
real people
Aikeyam brings exactly what one hopes for in a financial advisor— deep technical knowledge and up-to-date understanding of the markets, clear communication, patience and a genuine interest to craft a strategy to fit individual financial goals, lifestyle and risk comfort.
Thanks to their advice over the years, we feel confident and optimistic in our financial plan.
Aikeyam team is incredibly competent, honest, detail-oriented and forward-thinking with a client-first approach.
We recommend Aikeyam wholeheartedly to anyone seeking a trusted wealth management partner.
Sudha & Vikas
Cybersecurity professionals
Aikeyam has provided exceptional guidance in managing my global financial portfolio spanning India, Australia, and the United States. Their strategic insights, disciplined approach, and global expertise have enabled me to make informed decisions and achieve greater financial clarity and performance
Working with Kashish & team at Aikeyam has been a truly reassuring experience. They take the time to understand your personal and financial goals, and then build a well-structured plan that covers every important aspect—goal planning, asset allocation, wealth creation, and retirement planning. What really makes them stand out is their consistency and care. They stay connected through regular reviews, share honest feedback, and ensure your plan evolves with your life.If you’re based outside India, you’re in the right hands—they make the entire process smooth, transparent, and thoughtfully managed from start to finish. With Aikeyam, you don’t just get a financial plan—you get long-term partners who genuinely look out for you.
I’ve been taking financial advice from Kashish at Aikeyam for the past 3 years, and it’s been a great experience. She’s always approachable, explains things clearly, and tailors the plans based on my goals—whether it’s a car, house, or FIRE. What I value most is her focus on consistent SIPs, no matter how small. It’s not about big amounts, but building a habit that fits your lifestyle. I trust her advice and highly recommend Aikeyam for anyone looking for thoughtful and personalized financial planning.
Aikeyam has been an exceptional financial advisor for us. Their profound understanding of financial markets, combined with their dedication to educating us on investment strategies, has empowered us to make informed decisions.
We have been associated with them for over eight years, during which they initiated a holistic financial planning process that helped us establish clear financial goals from the outset. Additionally, they conduct semi-annual reviews, allowing us to identify opportunities to adjust our plan according to our current needs and circumstances. Aikeyam’s thorough research, tailored to our unique objectives and risk tolerance, enables us to grow our portfolio in a scientifically sound and risk-mitigated manner.
Their responsiveness to our queries fosters a trusting relationship, ensuring we feel valued and secure throughout our financial journey. Aikeyam’s personable approach makes collaboration enjoyable, and their strategic guidance has led to significant growth in our wealth. We are incredibly grateful for their unwavering support and look forward to continuing our financial journey with them.
After years of DIY investing, I partnered with Aikeyam to level up my portfolio. They not only outperformed market benchmarks but also kept me educated and at ease through every market swing. Their holistic approach—covering cash flow, estate planning, and goal-setting—has been invaluable
I’ve known Kashish for many years now, and over time, that trust has only deepened.
As a busy professional and a dad to a toddler, it’s not easy to manage everything — especially when it comes to money. I used to invest before meeting them, but I was just spreading my money across too many things without much structure.
When I started working with Aikeyam on 4th June, we created a solid financial plan together — one that links every rupee to a clear goal. What I really appreciate is how they keep refining the plan as life changes. Whether it’s new goals or new conditions, they’re always on top of it.
And above all, I know they always act with my best interest in mind.
Aikeyam brings a rare combination of financial acumen and personal care. His advice has helped me stay on track and feel confident about the future.”
Team has always been more than just a wealth manager – they are a true partner in my financial journey. Whether it’s planning for retirement or tackling emergencies, their guidance has made all the difference.
From day one, they have offered honest advice and smart strategies that helped me reach my goals and stay prepared for life’s surprises. Truly grateful!
“I have been working with Aikeyam for the past 3-4 years, and they have been exceptional in managing my portfolio. Despite having a smaller account, I have never been treated any differently. Team is always ready to resolve any doubts and consistently helps me achieve my financial goals.”
The team is knowledgeable, approachable, and always takes the time to explain things clearly. They have helped me feel confident about my financial future, providing tailored advice that truly aligns with my goals. It’s reassuring to know my investments are in good hands with people I trust. Highly recommended for anyone looking for thoughtful and professional wealth management.
As a married couple in our early 30s, we truly appreciate Aikeyam’s personalized and goal-oriented approach to financial planning. Kashish helped us design a clear investment roadmap tailored to our income and life goals, which gave us the confidence that we’re on the right path to achieving them. Their detailed planning showed us how our goals can be met over time, and the regular quarterly reviews keep us aligned and accountable. It’s reassuring to have a team that not only builds the plan but also walks with you through it.
I’ve been working with Aikeyam for a while now, and what really stands out is how well they know their stuff,and how consistently they keep me disciplined with my investments.
They didn’t just tell me what to invest in; they helped me understand why it matters. For the first time, I have real clarity on how much I need for my retirement and my kids’ education. That clarity has been a game-changer.
What I value most is how approachable they are. I can ask them anything , without worrying if it sounds silly. They’re always there, always patient, and that makes all the difference.
Now I don’t stress about market ups and downs. I focus on my work, knowing my finances are in safe, capable hands.
We have been working with Aikeyam as our trusted investment manager for over two years now, and the journey has been truly rewarding. Kashish and Team bring not only exceptional professionalism but also a warm, personal touch that makes the entire experience comfortable and reassuring.
Their deep knowledge of the market and investment options—be it equities, mutual funds, or other instruments—is impressive. What we appreciate the most is how they patiently break down complex jargon into simple terms, ensuring we fully understand every aspect of our investments.
Kashish and Team consistently make us feel valued and informed, going beyond just managing our portfolio to building a genuine relationship based on trust and transparency. With Aikeyam by our side, we feel confident and empowered about our financial future.
Cheers!
Shivani & Vipin
I’ve known Kashish since the start of my career, and she’s been a big part of my financial journey. She helped me understand how investments work and guided me in growing my money wisely. What truly sets her apart is her ability to simplify complex financial concepts and make them approachable. She’s always easy to talk to, listens attentively, and never pushes a one-size-fits-all approach.
What I appreciate most is how she stayed calm and focused during the recent market turbulence. Thanks to her proactive strategy, my losses were minimal, and my portfolio kept growing steadily. Her support has given me a lot of confidence in my financial decisions.
The team gives you the best advice when it comes to financial planning and investment. I have seen great returns but what I appreciate most is the effort put in by the team for small details which creates big impact.
As an entrepreneur, it’s hard to find time for finances and investments. That’s why working with Aikeyam has been such a relief. The team is approachable, professional, and clearly knows what they’re doing. I trust them completely with my money — it’s in safe hands.
What I really appreciate is that they go beyond just financial planning and portfolio management. I had a long-pending EPF withdrawal issue, and they not only listened but also connected me with the right people to resolve it. That kind of support is rare.
I have been working with Aikeyam for the past 4 years on my financial investment journey and am very pleased with the guidance and support that I have received throughout these years. They have solid knowledge on financial markets and I appreciate their ability in explaining them in simpler terms which ultimately helps me in achieving my long term goals. They show genuine interest in their clients’ needs and help them make mindful investment decisions accordingly.
I highly recommend Aikeyam to anyone looking for a skilled financial advisor.
TESTIMONIALS
Money talk, from
real people
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no jargon, no pressure. Just honest clarity.
FAQs
Frequently Asked questions
We’ve got the answers. Explore our FAQs to see how Aikeyam empowers your financial journey, every step of the way.
01 What is financial planning in India, and do I really need it?
Financial planning helps you set clear goals, invest smartly, and stay financially prepared. If you earn well but feel unsure about your money, you probably need a plan, not more products.
02 What happens in the first discovery call with Aikeyam?
It’s a friendly, no-obligation call. We talk about your life goals, money habits, and current concerns. No jargon. No pressure. Just clarity and connection.
03 Is my personal and financial data safe with Aikeyam?
Yes. We follow strong data security practices, including encrypted storage and a confidentiality agreement, before we collect anything. Your trust is our foundation.
04 How does a SEBI-registered, fee-only adviser like Aikeyam charge fees?
We charge either a fixed fee or a percentage of assets. No commissions. No hidden product links. Just transparent and client-first pricing.
05 What will Aikeyam advise me on?
We cover every aspect of your financial life:
• Budgeting and cash flow
• Investment planning
• Retirement and child education goals
• Insurance and risk cover
• Tax optimisation
• Loan and debt management
• Will and estate planning
06 Are you legally bound to act in my best interest (fiduciary duty)?
Yes. As a SEBI-registered adviser, we are legally and ethically committed to putting your interests first. Always.
07 What does “unbiased advice” really mean?
It means we don’t sell products or earn commissions. We work only for you, with no conflict of interest. Our advice is clean, honest, and built around your goals.
08 Will you only advise or also manage my investments for me?
We offer both. You can choose to follow the plan yourself or let us manage your investments. Either way, you stay in control and informed.
09 What does the onboarding process at Aikeyam look like, step by step?
Here’s our typical process:
Discovery Call → Data Collection → Personalised Plan → Review → Implementation → Ongoing Check-ins
Everything is remote-friendly. Most clients complete onboarding within 3 to 4 weeks.