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ABOUT

At Akkish, we are dedicated to helping individuals and families take charge of their financial futures. With a team of top rated financial planning professionals, we provide expert guidance and tailored solutions to address a wide range of financial needs and goals.

Types of Financial Planning:

We offer a wide range of financial planning services, including retirement planning, estate planning, tax planning, and more. Our holistic approach ensures that every aspect of your financial life is considered.

Credit Card Debt Management:

Are you struggling with mounting credit card debt? Our experienced financial planners can work with you to create a strategy to tackle your debt and regain control of your finances. We'll help you consolidate your debt, negotiate with creditors, and create a sustainable repayment plan.

Financial Life Assessment:

At Akkish, we believe that every individual's financial situation is unique. Our comprehensive financial life assessment takes into account your income, expenses, assets, and liabilities to provide a clear snapshot of your current financial standing.

Financial Planning and Investment:

Whether you're saving for retirement, buying a home, or planning for your children's education, we can help you create a personalized financial plan. Our expert advisors will guide you in selecting the right investment vehicles to align with your goals and risk tolerance.

Emergency Fund Planning:

Unexpected expenses can disrupt your financial stability. We'll assist you in building a robust emergency fund to ensure you're prepared for life's unexpected challenges.

Investment Portfolio Management:

We'll help you design and manage a diversified investment portfolio tailored to your risk tolerance and financial goals. Our goal is to maximize your returns while minimizing risk.

Cash Flow Management:

Effective cash flow management is the foundation of financial success. We'll work with you to optimize your income and expenses, so you can achieve your financial goals faster.

Finding a Financial Planner:

Choosing the right financial planner is crucial. Our team is dedicated to providing you with the support and guidance you need to make informed decisions about your financial future.

Certified Financial Planner Professionals:

Our team of CFP professionals adheres to the highest ethical and professional standards set by the CFP Board. You can trust that you're working with knowledgeable experts who have your best interests at heart.

Creating a Financial Plan:

Our experienced advisors will walk you through the process of creating a comprehensive financial plan that considers all aspects of your financial life. We'll help you set achievable goals and develop a roadmap to reach them.

Staying on Track:

Financial goals evolve over time, and it's essential to stay on course. Our ongoing support ensures that your financial plan remains aligned with your objectives, and we'll make adjustments as needed.

Contact Us

Ready to take control of your financial future? Contact Akkish Financial Consultancy today to schedule a consultation with one of our financial experts. We look forward to helping you achieve your financial dreams.

SERVICES

Akkish Inc Financial Consultation meeting with young couple

Financial Planning

At Akkish, we believe in the power of personalized financial consulting. We understand that no two clients have the same financial goals or challenges. That's why we work with you to develop a unique financial strategy tailored to your individual needs. Let us help you achieve your financial goals today.

Akkish Inc senior customers at Luxury Beach House

Retirement Planning

Planning for retirement can be overwhelming, but it doesn't have to be. Our team of financial experts will work with you to develop a retirement plan that fits your lifestyle and goals. From savings plans to investment strategies, we'll help you secure your financial future.

Akkish Inc customers having Fun in the Rain with family

Risk Management

Life is full of unexpected surprises, but your finances don't have to be at risk. Our team of experts will help you navigate the complexities of risk management. From insurance policies to investment diversification, we'll help you protect and grow your wealth.

Akkish Inc helping on estate plan for a Grand Estate

Estate Planning

Planning for the future isn't just about retirement. Our team of experts can help you plan for the unexpected by developing a comprehensive estate plan. From wills to trusts, we'll help you protect your legacy and ensure your loved ones are taken care of.

OUR TEAM

Akkish Inc founder and CMO picture, smiling

SRINIVAS

Founder and CMO

As a financial executive with extensive experience in the industry, I am dedicated to helping businesses and individuals achieve their financial goals and maximize their financial well-being. Over the course of my career, I have honed my expertise in areas such as life insurance, investing plans, annuities, retirement planning and estate planning

Akkish Inc CEO Nanditha smiling face

NANDITHA

CEO

Whether you are a business owner looking to optimize your financial strategy, or an individual seeking to build and protect your wealth, I am committed to helping you achieve your goals and secure your financial future. With a focus on integrity, transparency, and excellence, I am dedicated to providing the highest level of service and support to each and every client.

Akkish Inc Marketing VP  Kim Bailey on the job

KIM BAILEY

VP Marketing

Throughout my work, I have always been committed to staying at the forefront of the rapidly-evolving financial landscape. I believe that the key to success in finance is being able to adapt to changing market conditions and identify emerging opportunities. That's why I am always seeking out new insights and perspectives, and leveraging the latest tools and technologies to help my clients achieve their goals.

Akkish Inc Marketing VP  Trevor on the job

TREVOR SINCLAIR

VP Finance

In addition to my technical expertise, I am known for my strong communication and leadership skills. I believe that effective financial management is not just about numbers and data, but also about building relationships and fostering trust. That's why I always take the time to listen to my clients' needs and concerns, and work collaboratively with them to develop customized solutions that meet their unique needs and circumstances.

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