Deora Investment Advisory
Principal Advisor: Akshay Sunil Deora
SEBI RIA REG NO: INA000018993
I completed my Bachelor of Commerce from Pune University and qualified as a Chartered Accountant in 2017. Following my CA qualification, I pursued specialized courses in Information Systems Audit, Bank Audits, Forensic Accounting, and Fraud Detection, all from the Institute of Chartered Accountants of India (ICAI).
Your future starts with smart financial decisions today
Services Offered
Comprehensive Financial Planning
Complete financial roadmap covering investments, insurance, tax planning, and retirement goals.
Tax Optimization Strategies
Strategic tax planning to minimize your tax liability while maximizing savings and investments.
Retirement Corpus Building
Systematic approach to building retirement wealth through SIPs, EPF optimization, and smart investments.
Portfolio Review & Rebalancing
Regular portfolio analysis and rebalancing to ensure optimal asset allocation and risk management.
About Deora Investment Advisory
Alpha Investments helps young professionals build a strong financial foundation through systematic investment planning, insurance planning, and retirement corpus building.
Client Testimonials
“Rajesh helped us plan our retirement effectively. His expertise in tax planning saved us lakhs in taxes.”
Amit & Priya Patel
IT Professionals, Mumbai
“Excellent guidance on portfolio diversification. Our investments are now well-balanced and growing steadily.”
Vikram Sharma
Business Owner
“Professional approach and transparent fee structure. Highly recommend for comprehensive financial planning.”
Dr. Sneha Joshi
Medical Professional
Frequently Asked Questions
What makes Deora Investment Advisory different from other financial advisors?
We are fee-only advisors with no commission bias. Our recommendations are purely in your best interest as SEBI RIA.
How do you help with tax planning?
We analyze your income, investments, and expenses to suggest tax-saving instruments and strategies under various sections.
What is your typical client profile?
We work with salaried professionals and business owners with income above ₹8 lakhs annually who want systematic financial planning.
How often do you review portfolios?
We conduct quarterly reviews and rebalancing as needed. Emergency consultations are available anytime.
