Financial advice built on trust, not commissions
PlusFinance is led by Akshay Bhatt, an AMFI registered mutual fund distributor and IRDAI licensed insurance advisor helping individuals and families across India build secure financial futures — without the upselling that plagues the industry.
Meet Akshay Bhatt
Akshay started PlusFinance after seeing too many people — friends, family, clients — sold products that served the seller more than the buyer. Over the years he's built a practice around one rule: every recommendation has to make sense from the client's side of the table first, commissions second.
That's meant walking clients out of expensive ULIPs, turning down products that don't fit, and being reachable on WhatsApp for the small questions that don't warrant a formal meeting. Today PlusFinance guides ₹50Cr+ in client assets across mutual funds, insurance, real estate, loans, and estate planning.
What Guides Every Recommendation
Unbiased Advice
We recommend what's best for you — never driven by commissions or targets.
Plain Language
No jargon, no fine print games. If we can't explain it simply, we don't recommend it.
Holistic Approach
We look at your entire financial picture — investments, insurance, debt, and goals — before recommending anything.
Long-Term Relationship
We're not a one-time transaction. We review your plan as your life and markets change.
Let's talk about your financial goals
Free, no-obligation consultation — no pressure, no upselling.