About Us
Akshaypatra Wealth is inspired by the Akshayapatra — the inexhaustible vessel — a
symbol of abundance sustained through wisdom, balance and foresight.
We are a boutique, founder-led practice working with a select group of
individuals
and families who value stability, integrity and depth over noise. Our work centres
on providing clarity and perspective across financial products, tax
frameworks and
legal considerations that influence long-term decisions.
Our approach is independent, measured and experience-driven, shaped by
decades of
exposure to investments, taxation and estate-planning contexts across jurisdictions.
We focus on helping clients understand how different elements of their financial
landscape interact, evolve and align over time.
When you work with us, you engage directly with the founder, ensuring
continuity,
discretion and informed attention. There are no layers of teams — only thoughtful,
consistent engagement grounded in judgment, context and long-term intent.
Today, we serve 200+ clients nationwide with a team of 15 CPAs and business advisors, specializing in industry-specific financial solutions.
99%
Professional Advisors15K+
Completed Projects98%
Client RetentionOur Offerings
- Wealth & Investment Advisory Comprehensive portfolio management across mutual funds, PMS, and AIF platforms
- Tax & Structuring Intelligent, compliant, and efficient wealth planning
- Estate & Legacy Planning Protecting and transitioning wealth across generations
- NRI & Cross-Border Advisory Seamless financial planning for global families
Our Philosophy
"Wealth
is not
about accumulation —
it’s about continuity, clarity, and calm.
We build financial legacies that stand the test of time.
”
CA Pooja Balachandar
Founder and CEO | info@akshaypatrawealth.in
Chartered Accountant | AMFI-Registered Mutual Fund Distributor | Former Big 4 Advisor
Credentials:A gold medalist from SRCC and a rank holder in CS, Pooja brings over 19 years of experience in wealth management, taxation, and estate planning.
Her advisory approach blends analytical precision with genuine empathy — helping clients make clear, confident, and enduring financial decisions
About the founder:
Pooja Balachandar is a Chartered Accountant and Company Secretary with over
two decades of professional experience, including senior roles across
PricewaterhouseCoopers, KPMG and Deloitte, where she worked extensively
within large domestic and international advisory environments.
An alumna of Lady Shri Ram College and Shri Ram College of Commerce, and a
rank holder with a postgraduate gold medal, her background reflects a strong
foundation in analytical rigor and disciplined thinking.
Her work has involved complex domestic and cross-border taxation, regulatory
interpretation and structuring across multiple jurisdictions, including
inbound and outbound investments, exchange control considerations and
multi-layered corporate and family structures. She has worked closely with
large domestic and international corporates, as well as families navigating
evolving global contexts.
This depth of exposure informs her approach — precise, execution-focused and
vigilant. Clients work directly with Pooja in a discreet, bespoke manner,
benefiting from continuity, judgment and meticulous attention to detail
across engagements that carry long-term significance.
Work with an advisor who knows you — not just your portfolio.
At Akshaypatra Wealth, we offer discerning individuals and families a trusted space for thoughtful, high-touch wealth management — blending deep financial insight with ethical stewardship.
Our Philosophy
Exceptional competence, bespoke engagement and ethics-first execution guide everything we do. We operate with precision, vigilance and uncompromising standards.
Our Promise
We commit to rigor, accuracy and seamless execution across every engagement. Clients can expect disciplined processes, timely follow-through and unwavering attention to quality — regardless of complexity or geography.
Our Core Values
Stability
– Because true wealth must endure.- Balance
- Between ambition and prudence.
- Trust
- Built through integrity and transparency.
- Responsiveness
- Thoughtful, timely, and always accessible.
- Ethics
- Doing what’s right, not what’s easy.
A growing team of 50+ professionals, including CPAs, tax specialists, and audit experts.
Let’s
begin a confidential conversation
Why Choose Akshaypatra Wealth?
A global lens across financial products, tax frameworks and legal considerations
Personal Attention, Always
We serve a limited number of families by design, ensuring that every portfolio receives senior-level focus and timely, thoughtful advice.
Holistic Approach
Investments, tax, estate, and succession — managed under one trusted relationship. We see your wealth as a complete ecosystem, not isolated products.
Experienced Leadership
Led by a Chartered Accountant with over 18 years of Big 4 advisory experience, we bring institutional-grade discipline to personalized wealth solutions
Ethical and Transparent
Our advice is unbiased and clearly communicated — with full visibility on strategy, cost, and rationale.
TESTIMONIALS Join 500+ businesses who rely on Akshaypatra Wealth for financial clarity and strategic growth
Success stories
98%
Client RetentionBased on 50 reviews
“Akshaypatra Wealth transformed our messy financials into a streamlined system we can trust. Their team feels like an extension of our business.”
Robert Cervantes
CEO & CO-Founder“Thanks to Akshaypatra Wealth, we went from reactive budgeting to real-time decision-making. Their insight helped us reduce costs and scale with confidence.”
Sharon Starks
CFO, IUBT“They handled our complex multi-location accounts with ease and precision. I couldn’t recommend them more for growing teams.”
Brandon Coyne
Businessman“Akshaypatra Wealth helped us prepare for funding by building investor-ready reports and forecasts. We closed our seed round in record time.”
Rhonda Proffitt
Entrepreneur“Akshaypatra Wealth transformed our messy financials into a streamlined system we can trust. Their team feels like an extension of our business.”
Robert Cervantes
CEO & CO-Founder“Akshaypatra Wealth transformed our messy financials into a streamlined system we can trust. Their team feels like an extension of our business.”
Robert Cervantes
CEO & CO-Founder“Thanks to Akshaypatra Wealth, we went from reactive budgeting to real-time decision-making. Their insight helped us reduce costs and scale with confidence.”
Sharon Starks
CFO, IUBT“They handled our complex multi-location accounts with ease and precision. I couldn’t recommend them more for growing teams.”
Brandon Coyne
BusinessmanOUR ESTEEMED CLIENTS
