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What People Say About Us
As a Fee Only Financial Planner find out how we have helped people. From managing loans to prioritizing goals, building wealth or mitigating risk. Read on to understand how we have helped individuals take better decisions .
Testimonials
What they say about us
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).
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!
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.
I recently did finance planning with Wealth Crafts/Vivek. Honestly speaking I am quite impressed by the quality of the service they delivered. There are a certain things you need to consider before choosing a fin advisor. 1. Go for a fee only advisor. There are a lot of advisor who provide you free advice if you sign up to purchase the regular mutual funds. One thing we all need to understand is that, nothing in this world is free. If you are getting a free service, then you are the product. At Wealth Crafts, they have a flat one time fee for fin planning, hence you get unbiased advice. 2. Return & risk are 2 sides of a coin. If an advisor is suggesting you to purchase equity mutual funds before analyzing your risk profile, then it is a big red flag. Wealth Crafts studies your risk profile thoroughly before coming up with investment plan. No matter how young or old you are, if your financial goals do not require high returns, then there's no point in exposing yourself to high risk. Keep the risk/returns optimum. 3. Desperation to sell their service. If an advisor is being pushy and asks you sign up to their service without giving you enough time to think, that is also a red flag. Wealth Crafts, in that manner is a very chilled out company. They offer their service only if you are genuinely interested. They never bugged me with marketing calls. no matter where you go, Wealth Crafts or any other fin service company, keep the above 3 points in mind. Do not settle for a company just because their service is cheap.
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.
I was doing my financial planning based on my own study. But I was not sure whether I was going in right direction. I was looking for fee only financial planner. I came to know about Wealth crafts (Vivek) while searching on Internet. Initially I was hesitant as I was connecting for the first time and I didn't knew them before. I felt comfortable when I talked to Vivek during initial video call. It's been almost 3 months with Vivek. He was very professional and responsive. He understood my financial background, goals/dreams and guided me very well so far. Not only just giving suggestions, but educating me as well. He is always approachable.
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!
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 is a Fee Only Financial Planner and my personal wealth management guru!!. Being a Certified Financial Planner he has the insight to understand the needs of people and he helps us take the right decision in terms of managing our finances. He helped me understand the importance of adequate insurance and insisted that I was sufficiently insured. He is simple, straightforward, confidant, disciplined, insightful and talented. He researchs matter before coming back to you with an answer or to make a decision. I like that he helps us make decisions based on facts and experience gathered. Here's wishing Wealthcrafts all the success and that they scale new heights. All the best!!
As an NRI based in the US, I was happy to have found Vivek’s service. He had helped me with setting up a plan to start saving and to get started with investing. The fee-only planning aspect is something unique that worked well for me. He’s easy to reach and work with, and is upfront and honest about what he offers, and with his recommendations. I highly recommend Wealth Crafts for anyone looking to get started with managing their finances.
I was totally clueless about finance before consulting with Vivek. I basically explained my immediate and future goals to Vivek and he penned down a robust plan for me to achieve them. He also analyses the clients mindset and thought process around finance to assess their willingness for risk taking and discipline towards money. I would highly recommend Vivek to anyone who requires a financial advisor and a great reliable friend!
Focus on Your Goals & Aspirations
At Wealth Crafts we strive to ensure that our clients are aware of how their emotional behaviour around managing the money is equally important for a successful financial journey. We take extreme care to ensure that we customize solutions for your unique situation.
I seeked Vivek's help in helping me managing my personal finance. His vast experience and knowledge in financial instruments has been very helpful in aligning my investments appropriately towards my goals keeping in account inflation, taxes etc. I would highly recommend Wealth Crafts' services.
Vivek's approach of understanding a clients up bringing and behavioural pattern before suggesting any financial instrument is unique. He does not rush and impose his thoughts but instead meticulously understands his clients needs first before any suggestions. Would highly recommend Vivek for any financial advises.
Wealth Crafts is a trusted name to provide tailor-made investment solutions for every individual's requirement. Timely service backed with in-depth analysis is their USP. I would definitely recommend them to one and all.
Vivek is very thorough in fundamentals of investment. His technical advice is very well complimented by his integrity and best interest of his client. He is proactive , detailed and comprehensive in advice and support. It is pleasure to work with him and it feels safe with my investment. I will strongly recommend him for your financial planning services.
Really loved the way Vivek prepared my personal financial plan. Very thorough, very professional and very meticulous. Way to go Wealth Crafts
I have been a client of Wealth crafts since Jan 2021. Wealth Crafts has helped me build a financial plan for myself based on my current financial status, risk appetite & future goals. I am happy with their service. I found Vivek, who heads Wealth Crafts & is the primary financial advisor, very professional. He is upfront with all the details related to the service & also provides the relevant documents for his credibility. I like Vivek's structured & meticulous approach of financial planning & his responsiveness & patience in answering the questions that I had. I plan to stay a client of Wealth Crafts in the future. I expect Wealth Crafts to do very well in their mission
"I came across Vivek while searching for financial advisor in India. When you don't know anything about financial advisors but just by reading one answer posted on Quora, you get all the necessary clarification, you know that the person who wrote this answer is knowledgeable and knows how to communicate things in the right way. I guess, these are 2 important qualities while choosing a financial advisor for yourself and that's how Vivek became my immediate choice. Vivek is extremely knowledgeable in his domain, is very patient and extremely professional. But most important thing is that Vivek connects with you on a personal level and helps to drive you towards achieving your financial goals. These are a few reasons among many that Vivek and his company are listed in top few SEBI registered Fee Only Financial Advisor. Vivek was able to resolve my financial issues effectively by reducing a huge overhead cost that I was paying because of my loans to an extent where it can be managed and finished within a short duration now. I saved a lot of money in that front. He reviewed my insurances and suggested with better insurance options which will fetch a much better result in the future. He advised me very well on all the possible investments that I should do to grow my money and be ready for my emergencies and future planning. He was able to align with my goals and channelize the money so that one day my goals become a reality. Basically, Vivek is someone you can completely rely on when it comes to finances and you will not regret it. I'm happy that I took this decision of going ahead with Vivek as my financial advisor and I hope to continue with him for the resolution of all my financial problems. Cheers ."
"I was considering working with a FP since 2018 and was ever since procrastinating. In 2020 I started to research a lot about the type of FP and realized the importance of a fee-only FP. Still I was confused with whom I should work as there were FPs who had varying fee structures and I couldnt decide which one to choose (low fees was not a "no brainer" here as it was a one time decision ,just like getting married) and choosing a wrong FP could end in a disaster. So I researched for 3 months calling and taking free sessions with all FP. I did about 9 to 10 free sessions trying to understand and judge how they would work. Most of the sessions of the FP were about themselves what they had done, the portfolios they were handling and how I should work with them. Vivek's session was entirely different. It was completely about me, what I am and he spent 1.5 hours in the first session trying to understand me and what is best for me. That session was all about me. This was the click that made me decide that I was going to work with Vivek. The premiums that Vivek will charge is worth every bit of it. He proved what I had read somewhere- There is always someone who will do it for less (and a potrait of distorted Mona Lisa was below that). On top of it Vivek is very patient to answer all the why's behind the what's he suggest. Many FPs dont have that patience and follow the "my way or highway" approach. Vivek teaches me along what we do. He has taken calls for me on non-working days and has gone beyond just the role of a FP. He is helping me out with a situation which I wish doesn't fall on anyone- which was never his obligation, yet he is there for me. He goes on a personal level and understand my emotions behind my goals or thought process- emotional thinking is a great intangible asset in FP for which we can't put a number but it goes a long way for making the right decisions. I wish WC all the best."
As an NRI based in Germany , I was always having problems while investing in India . I was doing the investment as per as my little understanding of finances in India. But some how I was lacking the pace and direction to achieve my goals. Then I got reference for vivek(Wealth craft). I explained my future goals to Vivek and he made a solid plan for me to achieve them. The thing which make his services unique is that , he not only provide the consultancy but also explains the rational behind it to end user. He’s easy to reach and work with. I call him whenever I have something in my mind and he always respond positively. I will highly recommend his services
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