Fee Only Financial Planning

Financial Planning Simplified - Take a break and read all about it

How to Choose the Best Financial Advisor in India

If you are confused with how to choose the best financial advisor in India, thank Securities Exchange Board of India (SEBI), as it came out

How Does a Financial Planner Get Paid?

SEBI (Securities Exchange Board of India) with it’s latest amendments to Registered Investment Adviser (RIA) Regulations, mandates that all registered financial planners can charge only on

Goals Based Investment Approach vs Market Situations

We all know that driving a car without knowing the destination will land you nowhere. Similarly, investing without clearly defining your goals/objectives will not give

Should I Invest in Index Funds?

Index Funds are an investment instruments that are based on stock market indices like Sensex or Nifty. These indices are built on the basis of

7 Common Investing Mistakes to Avoid

Each one of us have made a few common investing mistakes. We learn from them and grow, hoping to be better in the coming future

Insurance or Investments. What should you do first?

Insurance and risk management are critical aspects of a financial plan. Just like how it is important to learn how to walk before you learn

Budgeting: Components, 5 Steps & Importance

Budgeting is the process of creating a plan for your money. It involves identifying sources of incomes and allocating expenditures after providing for savings and

Index Funds – Advantages, Risks & Suitability

Index Funds are an investment instruments that are based on stock market indices like Sensex or Nifty. These funds are built using a pre-set basket of

Subscribe To Our Newsletter

No spam, notifications only about Financial Planning

What People Say

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).

The Comprehensive Financial Plan prepared by Wealth Crafts is solution oriented. The review and detailed analysis of my existing portfolio helped me take corrective action. The time and effort they have put in is really commendable. And it's worth the fee I have paid to them.

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!