Fee Only Financial Planning

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5 Tips for Happy Retirement

We long for happy retirement years and often have a list of to-dos. From going for vacations, pursuing hobbies or catching up with friends and family, the list

The 3 Pillars of Successful Investing

What successful investing methods have investors like Warren Buffet followed to achieve the spectacular returns generated over their lifetime? How do they react to the

Common Mistakes People Make with their Personal Finances

Benjamin Franklin said, “Failing to Plan is Planning to Fail”. The most common mistakes people make is not having a personal financial plan. Having a personal financial plan helps

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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).

The Comprehensive Financial Plan prepared by Wealth Crafts is solution oriented. The review and detailed analysis of my existing portfolio helped me take corrective action. The time and effort they have put in is really commendable. And it's worth the fee I have paid to them.

Vivek has been an eye opener for us in terms of managing our finances. He showed us the real picture of where we are positioned currently in terms of managing our finances and what we need to do to secure our current and future financials. He has been very approachable and friendly while providing any recommendations for our financial investments, suggestions and answering our doubts. Thanks Vivek for the service, my husband and I am satisfied with the experience!