Bringing Clarity to Complex Financial Decisions
Bringing Clarity to Complex Financial Decisions
Bringing Clarity to Complex Financial Decisions
At Akshaypatra Wealth, we offer discerning individuals and families a trusted space for thoughtful, bespoke financial engagement — grounded in deep financial insight and ethics-first execution.
Why Choose Akshaypatra Wealth?
A global lens across financial products, tax frameworks and legal considerations
Personal Attention, Always
We serve a limited number of families by design, ensuring that every portfolio receives senior-level focus and timely, thoughtful advice.
Holistic Approach
Investments, tax, estate, and succession — managed under one trusted relationship. We see your wealth as a complete ecosystem, not isolated products.
Experienced Leadership
Led by a Chartered Accountant with over 18 years of Big 4 advisory experience, we bring institutional-grade discipline to personalized wealth solutions
Ethical and Transparent
Our advice is unbiased and clearly communicated — with full visibility on strategy, cost, and rationale.
What we do Bringing structure and coherence across investments, tax contexts and multi-jurisdictional financial matters.
Mutual Fund Distribution (Regular Plans)
Mutual fund distribution offering regular‑plan investment guidance, execution, compliance, and ongoing support.
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Portfolio Management Services (PMS) & Alternative Investment Funds (AIFs)
Portfolio Management Services and AIFs offer specialized, professionally managed, high‑conviction investment strategies.
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REITs & InvITs (Market-Linked Investment Products)
REITs and InvITs offer regulated, market‑linked exposure to real estate infrastructure investments.
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NRI & Cross-Border Financial Context
NRI and cross‑border finance manages global assets, taxation, compliance, remittances, and strategic structuring.
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Global Indian / IFSC–GIFT City Pathways
Global Indian and IFSC–GIFT City pathways enable efficient cross‑border investment access and structuring.
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Women-Centric Wealth Engagement
Women‑centric wealth engagement empowers financial confidence, tailored planning, independence, and long‑term security.
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Cross-Border Wealth Transition
With families often spread across different countries, wealth transition requires clarity across documentation, taxation rules, inheritance treatment, remittance pathways and long-term regulatory implications
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Domestic & Cross-Border Tax
Tax considerations frequently span domestic and international dimensions, including DTAA arrangements, foreign income, pension benefits and potential exposure to estate tax regimes in other jurisdictions
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Estate, Legacy & Inter-Generational Considerations
Estate and legacy planning ensures smooth wealth transfer, family continuity, governance, and long‑term protection.
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- Tax
- Compliance
- Transparency
- Insight
- Strategy
- Finance
- Growth
Join hundreds of satisfied clients who trust Akshaypatra with their financial strategy.
Who we work with
We work with individuals and families who value discretion, depth and structured thinking. Our clients often have multi-layered wealth, cross-border exposure or evolving family considerations, and prefer a thoughtful, founder-led interface over institutional sprawl.
The Founder
CA Pooja Balachandar, is a Chartered Accountant and Company Secretary with over two decades of experience, including senior roles across PwC, KPMG and Deloitte. An alumna of LSR and SRCC, and a rank holder with a postgraduate gold medal, she has worked extensively across complex domestic and cross-border tax and regulatory contexts. Clients engage with her directly, benefiting from continuity, precision and disciplined execution.