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Wealth Crafts
273/2, 1st Floor, SC Road, Gandhi Nagar, Bengaluru, Karnataka 560009, India
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Ar
Review №1

I came to know about Wealth Crafts through a friend. I had struggled with planning my finances and was looking for professional help. In my first conversation with Vivek he answered all my questions very patiently and also tried to understand the reasons behind my financial decisions. That gave me a lot of confidence and I have been consulting Wealth Crafts since.Vivek has been very helpful and prudent with planning my finances. He is very responsive and would be available to help you. Having Wealth Crafts as my advisor has made me less anxious about my future and I know I can rely on their advise to plan well. Would 10/10 recommend it to anyone who is looking for professional help to plan their finances.

Sr
Review №2

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. Viveks 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!

Ta
Review №3

Wealth Craft is here to craft your financial life. Vivek is Sober and easy to communicate with. It helps Clients to unveil their emotions around money. He never questions your financial goals (however crazy you may have one), but as a financial advisor if makes you aware of the price (efforts) you need to pay for each financial goal you have.I recommend everyone to have a Financial Planner at the early age of earnings. Quicker you start in a structured way, lesser the price you need to pay (efforts, discipline, emotions around money, etc.)I found my advisor perfect for my needs and would recommend his services to all.

Am
Review №4

Working with Wealth Crafts 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 wasnt 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.

Ri
Review №5

I discovered Vivek and Wealth Crafts through a Quora answer and it was a worthwhile discovery. Vivek helped us better manage incomes and plan savings for various goals. He is diligent, patient and attentive to your requirements before crafting out a plan. I would definitely recommend Vivek and Wealth Crafts to my friends and family!

sa
Review №6

For a person like me who is not very financially literate this was the best choice that i have made. Vivek has been excellent throughout the whole process. Whether it was understanding me as a person or understanding my financial goals and guiding me on how to start the whole journey. The whole experience didnt feel transactional rather he took time and made me understand the guidance and suggestions part. I would definitely recommend them if you are looking to start the journey of planned investment or you have already done some bit of investment. The charges are quite reasonable given the fact that they are giving you advise which would at least give some direction in you becoming both financially stable and literate both.

Ra
Review №7

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 Viveks 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

Ki
Review №8

Vivek is a great listener and this is one of the key trait to understand each individual before suggesting a investment plan. Vivek was quite accommodative by making necessary corrections when there were changes in my financial situations.

Am
Review №9

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.As individual and as per his service I will give him 5 stars, however I am rating him 4 as I believe he should have more people in his team with similar skills to support Wealth Crafts clients.I will strongly recommend him for your financial planning services.

Su
Review №10

Viveks 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.

Mo
Review №11

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 .

Vi
Review №12

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 WealthCrafts for anyone looking to get started with managing their finances.

Sa
Review №13

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. Viveks 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 whys behind the whats 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 doesnt 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 cant put a number but it goes a long way for making the right decisions.I wish WC all the best

So
Review №14

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 its worth the fee I have paid to them

Ke
Review №15

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!

an
Review №16

I seeked Viveks 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 Wealthcraft services.

Da
Review №17

Really loved the way Vivek prepared my personal financial plan. Very thorough, very professional and very meticulous.Way to go Wealth Crafts

An
Review №18

Wealth Crafts is a trusted name to provide tailor-made investment solutions for every individual / institutional requirement. Timely service backed with in-depth analysis is their USP. I would definitely recommend them to one and all.

am
Review №19

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.Heres wishing Wealthcrafts all the success and that they scale new heights. All the best!!

Sa
Review №20

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 advisor 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).

An
Review №21

I came across Vivek while searching for financial advisor in India. When you dont 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 thats 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. Im 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

Information
14 Photos
21 Comments
5 Rating
  • Address:273/2, 1st Floor, SC Road, Gandhi Nagar, Bengaluru, Karnataka 560009, India
  • Site:http://www.wealthcrafts.in/
  • Phone:+91 98865 24678
Categories
  • Financial consultant
Working hours
  • Monday:10AM–7PM
  • Tuesday:10AM–7PM
  • Wednesday:10AM–7PM
  • Thursday:10AM–7PM
  • Friday:Closed
  • Saturday:10AM–7PM
  • Sunday:10AM–7PM
Service options
  • Online appointments:Yes
  • Onsite services:Yes
Amenities
  • Restroom:Yes
Payments
  • Google Pay:Yes
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