We help individuals and families across India build secure financial futures — one clear plan, reviewed as life changes, without the upselling that plagues the industry.
PlusFinance was founded by Akshay Bhatt, who leads strategy and technology, alongside Yatri 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.
Based in Jamnagar, Gujarat, we serve clients pan-India — from Mumbai to Bengaluru to Hyderabad — entirely through video consultations and WhatsApp, with the same depth of service as an in-person advisor.
Founder — Strategy, Technology & Client Relationships
Akshay founded PlusFinance and built the business, product, and technology behind it — including the client dashboard that tracks every family's investments, insurance, and goals in one place.
He works on strategy, operations, and the tools that make PlusFinance run — while Yatri, as the AMFI/IRDA licensed advisor, leads every client-facing financial recommendation.
AMFI Registered & IRDAI Licensed Financial Advisor
Yatri leads every recommendation PlusFinance makes — from mutual fund selection to insurance planning — after seeing too many families sold products that served the seller more than the buyer. Her practice runs on 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 staying 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.
AMFI ARN: 325664 · IRDAI License No: ICI01675976
We recommend what's best for you — never driven by commissions or targets.
No jargon, no fine print games. If we can't explain it simply, we don't recommend it.
We look at your entire financial picture — investments, insurance, debt, and goals — before recommending anything.
We're not a one-time transaction. We review your plan as your life and markets change.
Every family gets a client dashboard that tracks investments, insurance, and goals in one place — so you always know where you stand.
Video consultations for the big decisions, and WhatsApp for the small questions that don't warrant a formal meeting.
We built the PlusFinance client dashboard so the plan we make together doesn't live in a drawer. Investments, insurance, loans and goals sit in one private view — and when something needs attention, you talk to a person, not a chatbot.
Free, no-obligation consultation — no pressure, no upselling.