PRESIDENT AND FINANCIAL ADVISER

Ashish founded Akshya Financial in response to his own experience as an immigrant and the profound lack of culturally aware financial services for clients with family ties to countries outside the United States. While working as an Analyst at a fortune 500 financial services company, he meticulously researched various strategies that wealthy Americans have used successfully for generations in areas of tax planning, investment planning, risk management, business planning, retirement planning, asset protection, and estate planning. He discovered how a combination of such strategies when implemented properly, allow successful people to not just maximize personal wealth but also transfer significant wealth to future generations, set up endowments, and make large charitable gifts. He is passionate about sharing these strategies with anyone that is interested but especially with the first- or second-generation immigrants to America like himself, so that they can effectively establish themselves financially and contribute to the richness of our diverse nation for generations to come.

Ashish is a tireless advocate for his clients and loves to help people address their fears around money and replace it with hope. He has devoted over 13,000 hours advising clients on everything from developing budgets that work in real life to implementing advanced tax reduction strategies that maximize retirement income, and everything in between. He has also invested over 4000 hours so far in professional education and earned several designations from The American College. As an avid researcher, he devotes several hours every week reading journal articles and white papers on complex economic and financial topics from reputed institutions and thought leaders. He leverages cutting-edge research and his experience in working with real people as their adviser to develop insightful ways to communicate complex concepts with sophisticated simplicity.

Ashish was born and grew up in India. He earned his undergraduate degree in Mechanical Engineering from the University of Aberdeen in Scotland. Ashish served in the Royal British Army and worked as an Analyst at a fortune 500 financial services company before establishing his own financial advisory firm in 2005. He has earned the Chartered Financial Consultant (ChFC^®), Chartered Life Underwriter (CLU^®), and Chartered Advisor in Senior Living (CASL^®) designations from The American College. He has qualified as a member of the Million Dollar Round Table each year since 2010 and actively mentors several financial advisers around the country.

When not working with his clients, Ashish loves to spend time with his wife and children, explore the world, and be outdoors. He has traveled the length and breadth of India, hiked and rock-climbed in the French Alps, and circumnavigated Lake Superior on a motorcycle. Together with his family, Ashish has visited almost every country in Southeast Asia. Their next goal is to visit all the national parks in America. Ashish’s upcoming adventure includes walking the two UNESCO world heritage pilgrimage trails: Kumano Kodo in Japan and El Camino De Santiago in Northern Spain.