Our Story

Wealth Crafts was 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.

About us

Wealth Crafts is a Fee Only Financial Planner and a SEBI Registered Investment Adviser that helps people achieve their financial goals. We believe that everyone deserves to have financial security, and we are committed to providing our clients with the tools and resources they need to reach their financial dreams.

Our Vision

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.

Our Mission

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

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.

Testimonials

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).

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!

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.

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.

Years of Experience

Happy clients

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NRIs from Countries

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hours of client conversations

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