At Ekaiva – your trusted financial consultant in India, we provide strategic guidance that turns financial confusion into clarity. Our process starts with understanding your unique goals, analyzing your current financial situation, and creating a personalized financial plan that balances growth with security.
We specialize in:
- Investment Planning & Wealth Management – guiding you in building long-term wealth through data-driven strategies.
- Retirement & Future Planning – ensuring financial security for you and your family.
- Tax Planning & Savings Optimization – maximizing your money by reducing liabilities.
- Business Financial Consulting – empowering entrepreneurs with growth strategies and risk management.
With India’s household savings dropping to 18.1% of GDP in FY24 (&) and mutual fund assets crossing ₹70 trillion in 2025, ( & ) the right planning has never been more important. At Ekaiva, we help you stay ahead of these shifts by designing strategies that are resilient, research-backed, and future-ready.
With us, you don’t just manage money you build a secure financial roadmap for tomorrow.
Building Trust, Delivering Growth
A foundation of trust and expertise to guide your financial planning with confidence.
Reliability
As a trusted financial consultant in India, Ekaiva is built on reliability. Our strategies are research-backed, consistent, and proven to deliver long-term results. With us, you can count on dependable financial planning services for every stage of life.
Customer Care
At Ekaiva, customer care goes beyond numbers. We provide personalized financial consulting, transparent guidance, and continuous support to ensure your goals are achieved. Your success is our priority.
Business Continuity
We help businesses and individuals create strong, future-ready strategies. Through expert business financial consulting, risk management, and continuity planning, we ensure your finances remain stable even in uncertain times.
Experience
With years of expertise in investment planning, tax planning, and wealth management, Ekaiva brings deep industry knowledge to your financial journey. Our experience empowers clients to make smart, confident money decisions.
Our Partners
Asset Management Companies (AMC)
Mutual Funds
Mutual funds are one of the most trusted ways to grow wealth in India, with over ₹78 lakh crore AUM (Assets Under Management) as of 2025. They allow you to invest across equities, debt, and hybrid instruments—spreading risk while capturing growth opportunities.
Equity
Equity investing has proven to be one of the most powerful wealth-building strategies. Over the last 20 years, Indian equity markets have delivered an average CAGR of 12–15%, far higher than fixed deposits (5–6%) or gold (8–9%). Equity isn’t about chasing tips or speculation—it’s about data-driven strategies and informed decision-making. With the right guidance, equities can be your strongest tool for financial independence and long-term wealth creation.
PMS Distributor
Managing wealth requires more than just buying and holding stocks. PMS gives you access to professional fund managers who actively design and monitor your portfolio based on your goals, risk appetite, and time horizon.
AIF Distributor
Alternative Investment Funds (AIFs) open doors to opportunities beyond traditional equity and debt. From private equity and venture capital to hedge strategies and structured credit, AIFs are designed for investors seeking diversification and high-growth potential.
IPO
IPO investing isn’t just about “getting in early.” It’s about evaluating whether a company can deliver sustainable growth, strong returns, and long-term value creation. In 2023, Indian IPOs raised over ₹52,000 crore, with several listings delivering 30–70% gains on debut—but not all IPOs perform equally well. That’s why research matters.
SLBM - Securities Lending and Borrowing Mechanism
Why let your shares sit idle? With SEBI-regulated Stock Lending & Borrowing, you can lend your demat-held stocks and earn passive income without giving up ownership. In FY24, SLB turnover crossed ₹5.2 lakh crore on NSE, reflecting growing investor adoption. With a 125% margin requirement, your holdings remain secure while you benefit from lending fees, dividends, and long-term appreciation.
Insurance
Life is unpredictable, but your family’s security shouldn’t be. Insurance is not an expense—it’s a safety net that safeguards your loved ones’ future while giving you the freedom to live without fear.
Hear what Our Clients Say
Ekaiva Wealth truly stands out for its honesty and care. Kartik is one of the most helpful people I’ve ever met — always patient, understanding, and genuinely invested in helping you reach your goals. With Ekaiva, you don’t just get financial advice, you get someone who truly wants to see you succeed.
Kartik Shah has been guiding us with smart, profitable investments since 2019. When he and Shivani started Ekaiva in 2024, we were delighted to continue our journey with them. What makes Ekaiva special is their timely service, genuine care, and commitment to clients’ financial growth — not just profits. Truly proud to be their very first client!
I’ve been investing with Ekaiva Wealth through Kartik and Shivani, and it’s been a smooth, rewarding experience. They manage my SIPs and equity portfolio with care and clarity. Their transparent, goal-driven approach and focus on long-term growth make me feel confident and secure. Highly recommend Ekaiva Wealth as trusted financial partners.
I’ve been investing with this company and it’s been a smooth and positive experience. From the start, they’ve been very responsive, always answering my questions quickly and clearly. I really appreciate how reliable and honest they are. I feel confident knowing my investment is in good hands. I’d definitely recommend them to anyone looking for a trustworthy company to work with.
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Why Choose Ekaiva Wealth?
Financial Planning
At Ekaiva, we create customized financial plans that align with your life goals. With India’s household savings rate dropping to 18.1% of GDP in FY24 (CARE Ratings), structured planning has never been more important. We ensure every rupee works towards your long-term security.
Investment Management
Our investment management services help you grow wealth steadily and securely. With mutual fund assets in India crossing ₹70 trillion in March 2025 (ICRA Analytics), we guide you in identifying opportunities that match your goals and risk appetite.
Retirement Planning
We help you prepare for a worry-free future with smart retirement planning strategies. Considering that over 80% of Indians lack formal retirement savings (PFRDA 2024 report), we make sure your post-retirement years are financially independent and stress-free.
Wealth Preservation
Protecting what you’ve built is as important as growing it. With rising inflation and unpredictable markets, our wealth preservation strategies—from tax planning to estate management—ensure your assets stay safe and future-ready.
Risk Management
Financial success requires security. With personal debt in India growing by over 15% in FY24 (RBI data), unmanaged risk can erode wealth. At Ekaiva, we assess risks and design protective measures so your money remains resilient, even in uncertain times.
Answers To Your Questions...
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