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Why Wealth Crafts for Financial Planning?

Clarity

We help you understand your financial situation clearly by showing your income, expenses, assets, and liabilities. We also guide you in setting realistic goals and prioritizing what matters most.

Simplicity

We remove confusion by focusing on clear and practical financial strategies. We avoid unnecessary complexity and help you follow easy steps that support long term wealth building.

Structure

We provide a clear action framework to manage your financial plan. We help you adjust your plan when goals change, rebalance investments when needed, and respond to market shifts in a disciplined way.

Feeling Confused About Your Money? You’re Not Alone.

Many individuals struggle with the same questions. Smart financial planning can give you clarity and confidence.

  • Will my investments grow as I hope?

  • Am I saving enough for my dream lifestyle?

  • How do I fund my house purchase?

  • Can I fund my kids’ education without stress?

  • Are my debts slowing me down?

  • Am I prepared if my income stops tomorrow?

  • Is my money really working for me?

  • Am I on track to retire comfortably?

  • Could I handle an unexpected financial emergency?

  • Should I prepay my housing loan or invest my bonus?

  • Do I have enough insurance coverage?

Clarity is the first step to financial freedom

Why Choose a Fee-Only Financial Planner?

This model eliminates the conflicts of interest inherent in commission based advice. Fee only planners receive payments directly from their clients. Our focus stays fully on your financial future.

Ready to take control of your finances?

Talk to our Fee-Only Financial Planners today and start a plan built solely around your goals.

Talk to an Advisor

Unbiased Advice

Every recommendation is focused on your best interests.

Transparent Fees

Know exactly what you’re paying for with no hidden costs.

Complete Planning

From investments and retirement to insurance and taxes, we cover it all.

Goal-Driven

Your growth and security are at the center of every plan.

How We Help You Grow Your Wealth

Investment Planning

Structured investment strategies to grow your wealth while managing risk and aligning with your financial goals.

Complete Financial Planning

Providing complete financial planning to meet both your long-term and short-term goals.

Career-Driven Financial Planning

Customized plans for professionals wanting to increase wealth while managing career priorities.

Wealth Accelerator

Focused investment strategies to grow your portfolio's development while controlling risk

Retirement Planning

Plan for early or regular retirement objectives to guarantee financial stability for the long run.

Cash Flow Planning

To save, invest, and achieve your financial goals, maximize your income and expenses.

Debt Planning / Loan Restructuring

Help restructure and manage loans to reduce costs and improve financial health.

Insurance Need Analysis

Identify gaps in life, health, and other insurance coverage to protect your assets.

Tax Efficient Investment Planning

Tax efficient investments to achieve your goals

Financial Education

Empower yourself with knowledge to make wise financial choices.

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Years of Experience

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Happy clients

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NRIs from Countries

36 K

Client discussion hours

Ensuring the Financial Well - Being

Ensuring Your Financial Well-Being

Meet Vivek S G, Founder of Wealth Crafts

Certified Financial Planner (CFP®) | CFA® (ICFAI) | SEBI Registered Investment Advisor

Vivek founded Wealth Crafts with a clear purpose to provide unbiased, client-first financial advice through a fee-only approach with 15 years of experience in financial planning and wealth management.

Holding a PGDM in Finance, SEBI registration (INA000018328), and CFP (FPSB India)/CFA (ICFAI) certifications, he helps individuals make wise financial decisions aligned with their life objectives.

Wealth Crafts Approach

At Wealth Crafts, the focus is simply to help you move towards financial independence with clarity and confidence.

Every financial plan is built around your life, your goals, and your milestones, with clear steps you can track and achieve.

No Matter Where You Are in Life, We’ve Got You Covered

Your financial journey is unique, and every decision shapes your future. With the right guidance, you can move forward with confidence and peace of mind.

Get Started with a Plan

Salaried Professionals

Are you making the most of your income?

Prepare for long-term financial security by increasing wealth and lowering taxes.

Business Owners

Is your money working as hard as your business?

Control cash flow, and increase both your personal and business wealth.

NRIs

Are you managing your finances efficiently across countries?

Plan investment, handle international finances, and keep in line with Indian laws.

Couples & Families

Are you aligned on your financial future?

Align financial goals, plan for children’s future, and secure your family’s lifestyle.

High Net Worth Individuals

Does your wealth plan for long-term growth and legacy?

Provide Structured wealth management, risk management, and long-term legacy planning.

Financial Planning for Women

Is your financial plan aligned with your life goals and independence?

Provide structured planning to build wealth, ensure security, and support long-term financial confidence.

5-Step Financial Planning
Process for a Secure Future

  • Discovery Call
  • Engagement & On Boarding
  • Financial Plan Presentation
  • Execution of Financial Plan
  • Periodic Reviews

Over 1000 clients already trust Wealth Crafts

In our first conversation, Vivek comprehended my financial priorities and needs very well. Regular meetings gave me confidence in his approach towards financial planning. The expertise that he possesses on this subject is truly commendable. Most importantly he is someone who you can trust with his fee only financial planning services. Vivek is an excellent financial adviser who is committed to promote financial awareness. He helped me create a portfolio to achieve not just my financial goals, but also my life goals. The Investment policy statement designed by Wealth Crafts has helped to protect my portfolio during the current market crash (2020 Covid-19 Pandemic).

Sandeep Koul

Co-Founder & CTO - Humming Waves - Bangalore

I was looking for a fee-only financial planner who is neutral to financial products and services companies, does not get commission from mutual fund and other financial houses, and more importantly who can advise me on appropriate asset allocation based on my risk profile, age and retirement goals. Vivek was recommended to me by someone I knew and Vivek ticked all the boxes for me. Vivek's approach was very professional, methodical and very specific to my needs. He was prompt and his fees were reasonable to the services he offers. He took time to understand my risk profile, and came up with a financial plan. Thanks, Vivek for what you do!

Srikanth Narasimhan

Mentor for Cisco Lanchpad Cohort 2021, Technical Advisor - Vunet Systems, Advisor Psiog Digital, Founder - Wellnessfor100.org

Wealth Crafts' approach to creating a financial plan is simple yet methodical, covering all aspects of risk management and wealth creation while factoring in your behavior, particularly with money. My financial plan provided me a structure, a robust one, following which can help me attain all my financial goals. I feel, I would not have been able to create such a plan for myself even if I had invested years in the planning purely because of the my lack of expertise in this field. So, I hope people realize the importance of a Financial advisor in their lives and once they do, then as a present customer, I am happy to recommend Wealth crafts.

Abir Banerjee

Marine Engineer - Nakilat

Working with Vivek has given me a lot of clarity on how to think about setting financial goals, assess risk and choose investment instruments. Along with good investment advice one of the best things about working with Vivek has been the amount I have learned about managing personal finances. This is something that I wasn't able to pick up in the education system or while working with other financial advisors. Vivek is also always available and ready to patiently answer questions. My case was a bit complicated but he handled it really well. I would recommend others to work with him too.

Amogh Vaishampayan

Principal Product Manager at Avataar.Me

Vivek has been an eye opener for us in terms of managing our finances. He showed us the real picture of where we are positioned currently in terms of managing our finances and what we need to do to secure our current and future financials. He has been very approachable and friendly while providing any recommendations for our financial investments, suggestions and answering our doubts. Thanks Vivek for the service, my husband and I am satisfied with the experience!

Pooja Shiwani

Assistant Manager - KPMG - Bangalore

Common Questions About Financial Planning Advisors

A financial planning advisor helps individuals and families manage their finances by creating strategies for:
  • Savings
  • Investments
  • Retirement
  • Insurance
  • Asset allocation & rebalancing
  • Long-term wealth growth

Financial planning is important as it helps you analyze your income, expenses, savings, and investments to achieve both short-term and long-term life objectives.

Anyone looking for better control over their finances can benefit, especially those who want help with:
  • Future financial goals
  • Retirement planning
  • Understanding their current financial situation
  • Investments
  • Risk management

Yes, a financial advisor can help you design a retirement plan by estimating future needs, selecting suitable investment options, and building a strategy for long-term income and financial security.

You should review your financial plan regularly, especially after major life events such as:
  • Marriage
  • Career changes
  • Home purchase
  • Having children
  • Approaching retirement

To get started, schedule a free introductory call through our contact form. During this session, we will understand your financial situation, goals, and explain how our flat-fee services can help. Based on this, we will create a personalized strategy and guide you through the next steps.

You’ll gain immediate clarity about your financial situation after the initial sessions. The timeline for measurable results depends on your goals, but our structured approach ensures you feel confident and organized from the start.

We also provide Excel-based execution trackers to help you monitor progress and stay on track toward achieving your financial goals.

Yes. Wealth Crafts provides financial planning services across major cities including Chennai,Mumbai, Hyderabad, and Delhi, as well as other locations across India. Our financial advisory services are delivered through online, making it easy to access personalized financial planning from anywhere.

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