Basic Information
Bengaluru, Karnataka based Wealth Crafts is a SEBI-Registered Fee Only Financial Planner helping individuals and companies manage their cash flows. They study their finances and help them achieve their goals by designing customized strategies. A Fee Only Financial Planner does not receive any commission or incentive from the mutual fund houses, insurance companies or from any other product or service recommended. A Fee Only Financial Planner is bound by Fiduciary responsibility towards their clients and follows due diligence procedures like risk profiling, asset allocation etc. to save the interests of their clients. As a SEBI Registered Investment Adviser (Registration No. INA200013840), they promise that there is no conflict of interest. No Hidden Charges or Expenses, their only source of income is the fee that their users pay them. They do not receive any commission from instruments recommended in the plan offered to their users. They are one of the handful fee only financial planner in India having clients in Chennai, Hyderabad, Mumbai, Delhi and all across India. Their Offerings: Fee Only Financial Planning; Wealth Accelerator; Retirement Planning; Financial Education; Cash Flow Planning; Loan Restructuring; Insurance Need Analysis; Tax Planning.
Legal Name
:
Wealth Crafts
Headquarters
:
Bangalore, Karnataka, India
Founding Date
:
2019
No. of Employees
:
<10
Core Team
:
1.
Vivek Sulegai
Founder
Financial Services
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