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Old vs New Tax Regime Which is Better

Old vs New Tax Regime Which is Better, confused between them? The Union Budget of 2020 presented by the Finance Minister brought in a radical

2 Phases of Retirement Planning

Retirement planning is the process of allocating savings and investments to generate income during retirement. It involves determining goals, objectives, actions and decisions and designing

Top 5 Medical Insurance Policies 2020

Medical insurance is an agreement between the insurance company and the insured that covers the whole or a part of the risk of a person

Will – Essential Elements, Types & Importance

A will or testament is a legal document that expresses a person’s (testator) wishes as to how their property (estate), movable or immovable, is to be transferred after their

Overnight Fund v/s Liquid Fund v/s Ultra Short Fund….

Debt funds are mutual funds wherein the underlying investments are held in fixed income instruments. They are mainly differentiated by the maturity term and the

The Magic of Dynamic Asset Allocation

Dynamic Asset allocation is not that different from what mom told us growing up: don’t put all your eggs in one basket ~David I. What

5 Reasons to work with Fee Only Financial Planner

The term financial planner is used often and very loosely. In India you have many people calling themselves financial planners. The insurance agent, the mutual

Special EPF withdrawal: Should I invest in Equity?

The Union labour ministry amended the EPF scheme on March 28 to allow members to withdraw non-refundable advances in view of the nation-wide lockdown. This

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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!