Wealth Crafts - Bengaluru
5/5
★
based on 8 reviews
Contact Wealth Crafts
| Address : | 39, 1st floor, 8th Main Rd, 2nd Phase, Gokula 1st Stage, Nanjappa Reddy Colony, Mathikere, Bengaluru, Karnataka 560054, India |
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| Phone : | 📞 +998878 | ||||||||||||||
| Postal code : | 560054 | ||||||||||||||
| Website : | https://www.wealthcrafts.in/ | ||||||||||||||
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Ranganadh Thatha on Google
★ ★ ★ ★ ★ I was doing my financial planning based on my own study. But I was not sure whether I was going in right direction. I was looking for fee only financial planner.
I came to know about Wealth crafts (Vivek) while searching on Internet. Initially I was hesitant as I was connecting for the first time and I didn't knew them before. I felt comfortable when I talked to Vivek during initial video call.
It's been almost 3 months with Vivek. He was very professional and responsive. He understood my financial background, goals/dreams and guided me very well so far. Not only just giving suggestions, but educating me as well. He is always approachable.
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Amogh Vaishampayan on Google
★ ★ ★ ★ ★ 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 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.
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Raj Sekhar on Google
★ ★ ★ ★ ★ TLDR: Just go with WealthCrafts for you safe and sound financial health and future. Fee only financial planners are very rare and difficult to find.
I have been investing since last 4yrs. I used to do lot of research before doing an investment. But i realised having good financial health is not about simply buying few mutual funds / stocks and forgetting.
I was looking for RIA whom i can trust for my next 30-40yr. I learnt that many are either mutual fund distributors or % based advisors who are selling regular funds to you. They might be giving free consultation services and ask you to use their platform.
After meeting Vivek, i felt confident. Vivek is Sebi registered investment advisor and an amazing person. He is very humble, down to earth and practical. I would highly highly recommend WealthCrafts.
Initially he tries to understand your style and thought process before proceeding further. While sharing my info in excel sheet, i realised i was actually spending much more than what was in my mind. And then he does Risk Management and explains everything patiently. Whenever i have a doubt, he is reachable over whatsapp / call.
I am glad to have finally found my financial doctor. I wish he and his team grow more and help others fulfilling their goals. All the best.
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Jitesh Donga on Google
★ ★ ★ ★ ★ So far I have done 1 introductory call, and few small calls to Vivek for Financial advise and I am really really impressed with his knowledge, empathy, and above all communication skills.
Very glad to work with him on my financial planning. Super happy and hopeful for the time and relations ahead with Vivek.
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Gaurav Choudhary on Google
★ ★ ★ ★ ★ I had been toggling with the idea of seeking help from a financial advisor for a while and in my search I met with several advisors who failed to impress me to place my trust.
On the other hand, Vivek’s professional and empathetic approach left me impressed from our very first meeting. He spends time to not only assess your financial needs, but adopts a holistic approach that uncovers your behaviour and attitude towards money. These inputs are then skilfully embedded in the financial plan. I found his approach unique and allowed me to trust him and the process of financial planning. Another good thing about Vivek is that he does not force solutions on you but rather ensures you understand what is on the table and move ahead only when you are completely aware of the solutions.
I have been fortunate to have found guidance from a skillful and unbiased advisor and look forward to continuing our professional partnership.
If you are looking for a financial advisor, look no further.
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Abir Banerjee on Google
★ ★ ★ ★ ★ Wealth Craft's 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 realise 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.
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Archit Verma on Google
★ ★ ★ ★ ★ 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.
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Shiva on Google
★ ★ ★ ★ ★ I needed some guidance in putting up my financial plan to achieve my goals. I called up various Financial planners in Bangalore but among all, I was very much impressed with the cool but systematic approach taken by Vivek @ Wealthcrafts. He understood and made me realize my behavior towards money, the financial protection I require and my risk appetite. I understood how important it is to plan your finances at an early age. While the consultation call was impressive, the follow-up calls post taking up the service were simply amazing. Given the complexity in understanding the wealth distribution across financial instruments, I setup multiple calls with Vivek and he patiently answered every small query and was quick to act on any of my concerns. He continuously ensures that his clients are also well equipped with the financial wisdom by sending regular updates on wealth management. All in all, I'm happy with the services and hope to continue with WealthCrafts. All the best.
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