Vivek was not just thoughtful and helpful, but also genuinely interested in ensuring that his advice is relevant for me and my situation. There was no effort to try and sell a product, and instead the aim was to make me realise what I have done and what I could go about fixing.
I’m a QPFP® (Qualified Personal Finance Professional) and certified Mutual Fund & Insurance Advisor (AMFI & IRDA), specializing in retirement planning, children’s education goals, and long-term wealth creation. With 15+ years of corporate experience in marketing and sales, I curate personalized financial plans that are simple, practical, and future-focused. My mission is to help you make confident money decisions and achieve financial independence stress-free.
