About Us
Who we are
Akshaypatra Wealth is inspired by the Akshayapatra — the inexhaustible vessel — a
symbol of abundance sustained through wisdom, balance and foresight.
We are a boutique, founder-led practice working with a select group of
individuals
and families who value stability, integrity and depth over noise. Our work centres
on providing clarity and perspective across financial products, tax
frameworks and
legal considerations that influence long-term decisions.
Our approach is independent, measured and experience-driven, shaped by
decades of
exposure to investments, taxation and estate-planning contexts across jurisdictions.
We focus on helping clients understand how different elements of their financial
landscape interact, evolve and align over time.
When you work with us, you engage directly with the founder, ensuring
continuity,
discretion and informed attention. There are no layers of teams — only thoughtful,
consistent engagement grounded in judgment, context and long-term intent.
How we engage
We work in a measured and disciplined manner, focusing on thoughtful follow-through
rather than urgency. Our engagements are designed for individuals and families whose
financial lives involve investments, taxation, structures and long-term
considerations, often across multiple jurisdictions.
We begin by understanding the full context in which decisions are made and stay
involved where continuity, coordination and execution quality matter. This allows us
to identify important connections early, reduce avoidable complexity and maintain
coherence over time.
Our work is shaped by exposure to a broad range of financial products and
structures, including specialised instruments that require a deeper understanding of
regulatory, tax and cross-border nuances.
Where relevant, we lead estate and succession planning from a financial and
structural perspective — including asset mapping, tax considerations and
inter-generational alignment — and coordinate legal documentation as required.
Our Services
- Wealth & Investment Advisory Comprehensive portfolio management across mutual funds, PMS, and AIF platforms
- Tax & Structuring Intelligent, compliant, and efficient wealth planning
- Estate & Legacy Planning Protecting and transitioning wealth across generations
- NRI & Cross-Border Advisory Seamless financial planning for global families
Our Philosophy
"Exceptional competence, bespoke
engagement and ethics-first execution guide everything we do.”
CA Pooja Balachandar
Founder and CEO | pbalachandar@akshaypatrawealth.com
Chartered Accountant | AMFI-Registered Mutual Fund Distributor | Former Big 4 Advisor
Credentials:A gold medalist from SRCC and a rank holder in CS, Pooja brings over two decades of experience in wealth management, taxation, and estate planning.
Her advisory approach blends analytical precision with genuine empathy — helping clients make clear, confident, and enduring financial decisions
About the founder:
Pooja Balachandar is a Chartered Accountant and Company Secretary with over
two decades of professional experience, including senior roles across
PricewaterhouseCoopers, KPMG and Deloitte, where she worked extensively
within large domestic and international advisory environments.
An alumna of Lady Shri Ram College and Shri Ram College of Commerce, and a
rank holder with a postgraduate gold medal, her background reflects a strong
foundation in analytical rigor and disciplined thinking.
Her work has involved complex domestic and cross-border taxation, regulatory
interpretation and structuring across multiple jurisdictions, including
inbound and outbound investments, exchange control considerations and
multi-layered corporate and family structures. She has worked closely with
large domestic and international corporates, as well as families navigating
evolving global contexts.
This depth of exposure informs her approach — precise, execution-focused and
vigilant. Clients work directly with Pooja in a discreet, bespoke manner,
benefiting from continuity, judgment and meticulous attention to detail
across engagements that carry long-term significance.
Work with an advisor who knows you — not just your portfolio.