Certified Financial Planner in India - Trusted Financial Advisor
Wealth Crafts - SEBI Registered Investment Advisory in India
Crafting a Better Path to Financial FreedomWealth Crafts is a fee-only financial planning and investment advisory firm founded in 2019. Our company is SEBI registered and guided by a client-first philosophy, helping individuals and businesses achieve financial clarity, security, and long-term goals without conflicts of interest.
Founded and led by Vivek S G, CFP®, a Certified Financial Planner with 12+ years of experience in financial planning, investment advisory, and wealth management, Wealth Crafts was born from a simple mission: to provide objective, unbiased financial advice that focuses solely on the client’s best interests with no commission and no brokerage involved.
Wealth Crafts guides you to financial independence and a stress-free life by creating customized, honest financial strategies that cut through confusion, adapt to your personal milestones, and deliver real results you can track and achieve.
Clients Globally
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What You Get: Our 3 Promises to You
Know Exactly Where You Stand
At Wealth Crafts, we help you see your complete financial picture with clarity and confidence.
- A clear view of your income, expenses, assets, and liabilities in one place
- Understanding which goals are achievable today and what needs planning
- Prioritizing goals based on what truly matters to you
- Identifying the right course corrections as your life and priorities change
Focus on What Actually Works
Financial planning doesn’t need to be complicated. We keep it practical, clear, and easy to follow.
- Straightforward strategies without unnecessary complexity
- No distractions from products or market noise
- Focus on proven approaches that support long-term financial stability
- A plan you can consistently follow with confidence
Stay on Track with a Clear Framework
A financial plan is not a one-time activity. It needs regular review and disciplined action.
- Adjust your plan when your goals or life circumstances change
- Rebalance your portfolio to maintain the right asset allocation
- Adapt to changing market conditions with a structured approach
- Follow a clear system that keeps your financial journey on track
Meet our Founder – Vivek S G
Vivek S G is the founder and partner of Wealth Crafts and holds the Certified Financial Planner (CFP®) designation. With more than 10 years of experience in financial planning and wealth advisory, he brings deep expertise in creating customized financial strategies that focus on client goals rather than product sales. His vision for a fee-only advisory ensures that client interests always come first.
We envision a world where everyone has access to affordable, high-quality financial planning services. We believe that fee-only financial planning is the best way to achieve this vision, as it allows us to focus on our clients’ needs and goals, without being influenced by commissions or other conflicts of interest.
We are committed to providing fee-only financial planning services that are holistic, objective, and client-centric. We believe that everyone deserves to have financial security, and we are passionate about helping our clients make informed decisions and achieve their financial goals.
Our values are honesty, integrity, and compassion. We believe that these values are essential to building trust and providing excellent customer service. We believe that everyone deserves financial security. We are here to help you achieve your financial goals.
Comprehensive Financial Planning for Every Life Stage
Wealth Crafts offers a range of services that centre on fee-only financial planning:
- Comprehensive financial planning tailored to life goals
- Investment advisory with unbiased recommendations
- Retirement and cash flow planning
- Wealth management strategies and risk assessment
- Periodic portfolio review and rebalancing
Every service is delivered with clarity and structure, ensuring clients understand their financial picture and confidently pursue their objectives.
Our Principles That Protect Your Money & Your Confidence
Trust
Wealth Crafts builds trust by asking targeted questions to understand each client fully. Transparent, commission free planning and consistent execution deliver reliable, long term results.
Empathy
The team listens carefully and designs plans around real life transitions like buying a house, starting a family, relocation or retirement debt, career changes, or retirement. Complex finances become clear, simple, and stress free to manage.
Ethical
Every recommendation follows strict integrity. With no commissions or conflicts of interest, advice always serves the client’s best interest and long term well being.
Expertise
Structured tools such as risk profiling and execution tracking create precise, well informed plans that match each client’s financial reality.
Customer First
Wealth Crafts focuses on meaningful goals like debt freedom or home ownership. Proactive guidance and efficient processes drive steady and measurable progress.
Why Clients Trust Wealth Crafts in Financial Planning?
SEBI Registered & Regulated
Wealth Crafts operates as a SEBI Registered Investment Adviser, ensuring full regulatory compliance, transparency, and accountability in every recommendation.
Fee Only & Conflict Free Advice
We do not earn commissions or brokerage from any financial product. Our advice stays unbiased, objective, and fully aligned with client interests.
Certified Financial Planning Expertise
Our advisory is led by Vivek S G, a CFP® professional trained under global financial planning standards. This ensures structured, goal-based, and ethical advice.
Proven Client Track Record
With over 1200 clients across 20+ countries, our experience spans salaried professionals, entrepreneurs, families, women investors, and NRIs.
Evidence Based Investment Philosophy
We rely on data driven asset allocation, low cost investment instruments, and disciplined portfolio management instead of market predictions or short term trends.
Transparent Process & Documentation
Every client receives clear financial roadmaps, written recommendations, periodic reviews, and full visibility into decisions and outcomes.
Long Term Client Relationships
Most clients stay with Wealth Crafts for many years, reflecting trust, consistency, and satisfaction with our advisory approach.
Pan India & Global Client Support
From Bangalore to Mumbai, Chennai, New Delhi, and from US, UK, Germany, Singapore, Dubai, Middle East, Australia, Japan and 20+ locations, clients receive the same structured and client first advisory experience.
Strict Ethical Standards
We follow fiduciary responsibility at all times. Advice stays focused on protection, clarity, and long term financial security.
