Financial advice built on trust, not commissions
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.
Akshay Bhatt
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.
Yatri Bhatt
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
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.