Helping individuals and families achieve financial independence through smart investing, goal-based planning, and holistic wealth management.
Akhilesh V. Gokaraju is a SEBI-registered Investment Adviser and finance professional who transitioned into wealth management after a successful 22-year career in the software industry. His decade-long journey into finance reflects a deep passion for helping people take control of their financial future through structured and thoughtful planning.
With expertise in goal-based investing, Akhilesh specializes in crafting customized financial plans that align with each client’s life goals and risk profile. His approach extends beyond investments to cover insurance, retirement, and estate planning, ensuring a well-rounded foundation for long-term financial security.
He is also an advocate of the FIRE (Financial Independence, Retire Early) movement, guiding clients who aspire to achieve financial freedom ahead of traditional timelines.
Akhilesh brings a unique blend of analytical precision from his technology background and practical financial wisdom, helping clients make confident, data-informed decisions for every stage of life.
Empowering NRIs and Indian families to build wealth through AI-powered, transparent, and personalized investment advisory.
Guiding investors - especially NRIs - through market cycles with over three decades of hands-on expertise in wealth creation and portfolio resilience.
Helping investors make informed, ethical, and goal-driven financial decisions through decades of professional expertise and SEBI-registered advisory.
