Have you ever felt like you’re earning well but still not making progress toward your financial goals? You’re not alone. Many of us grapple with questions like:
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
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.
Learn our 7 step process to build a financial plan and achieve your goals.
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 60 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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