No Savings System
No Clear Budget
No Emergency Corpus
No Insurance
No Investment Plan
You don’t need to earn more.
You need to plan smarter.
Take Control of Your Finances — Once and for All.
Join our FREE 60 – minute live webinar on the Basic Elements of Personal Finances and walk away with a clear, actionable roadmap to manage your money smarter.
Become aware of your current financial situation. Assess your income, expenses, assets and liabilities.
Why Budgeting is empowering and how you should define the role of every rupee in your life.
How emergency corpus and insurance can safeguard you and your family from uncertainity.
Understand the basic characteristics of different assets and why it is important to align with your investments with goals.
Understand the power of compounding and how it can have a major impact on your financial future.
Get a a free excel based tools like FIRE calculator, SIP calculator, goal planner, financial health check, EMI Calculator among others.
Wealth Crafts is a SEBI Registered Investment Advisor founded in 2019 by Vivek S G, a Certified Financial Planner with over 10 years of experience in Financial Planning, Investment Advisory and Wealth Management.
Vivek saw a need for a Fee Only Financial Planning service that was focused on helping people achieve their financial goals in an unbiased way that focused on the best interests of individuals, and he decided to start Wealth Crafts to fill that need.
While Wealth Crafts is based in Bangalore, we serve clients across different cities like Mumbai, Chennai, New Delhi and other cities around the country and many NRIs all over the world. We are committed to providing our clients with the highest quality of service, and we are always looking for new ways to improve our services.
Disclaimer
The information provided in this webinar is for educational purpose only and should be construed as investment advice. For personalized investment advice, please consult a SEBI-Registered Investment Advisor (RIA).
This webinar is designed for individuals who are:
Not at all! This session is beginner-friendly and will also provide insights for those with basic knowledge of financial planning. Our goal is to simplify complex financial concepts and equip you with practical tools.
You’ll learn:
Yes! As a participant, you’ll receive three free Excel tools:
This webinar can help you validate your existing plan, uncover potential gaps, and refine your strategies for better results. It’s also a great opportunity to learn proven frameworks and rituals to ensure your financial plan stays on track.
The webinar will last approximately 45 minutes, followed by a 15-minute Q&A session where you can ask specific questions. It will be conducted in an engaging, easy-to-follow format with actionable insights you can apply immediately.
Learn the importance of a Financial Plan and how you can take control of your finances by creating a simple yet effective budget.
Understand the various components of a Financial Plan like Goal Setting, Risk Assessment, Asset Allocation and Investment Strategy
Get a a free excel based tools like FIRE calculator, SIP calculator, goal planner, financial health check, EMI Calculator among others.
Understanding key concepts like Emotional Intelligence, Asset Allocation, Diversification etc
Understand the power of compounding and how it can have a major impact on your financial plan.
Benefit from Simple Practices that are important for good financial health
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