What we do for you
Help you budget and plan your expenses
Help you plan for emergencies and contingency needs
Transfer the risk of life, health, accident etc
Plan to reduce tax and optimize investments for taxation
Help you define your financial goals and plan to achieve them
Plan investments to get the best risk adjusted returns
Guide you with preparing your WILL & estate plan
Regularly review your portfolio for changes
This is why we do, what we do
Application Architect, Tokyo
I spend mostly on travelling across the world. I have known Vikram for over a decade now. I didn’t care much when he spoke about importance of savings & investing. After looking at his plan, I understood that he was just asking me to be disciplined about my hard-earned money. Now I have the money exactly when I need it for travel. I am even able to fund my retirement.
Sr.Software Engineer, Bangalore
Vikram goes out of his way to ensure the financial well-being of his clients. He patiently explains all queries and is completely transparent. His know-how and grasp of personal finance is something to admire. His monthly newsletters are interesting and packed with information. I’m lucky and glad to have him as my financial advisor.
Lead Stenographer, Bangalore
Being a government employee I had most of the savings only in government fixed income investments. After talking to Vikram, I started investing in mutual funds. I am following his mantra of income-savings=expenditure. Lucky to have him as my financial adviser who patiently answers all my queries and clarifies doubts. And his monthly letters covers lot of interesting information.
AI & Data Science, Philadelphia
As a 25 year old, I had never thought of investing/financial planning until i met Vikram. Not only he helped me understand the importance of investing at early age , he also helped me in setting up financial goals and i certainly feel more secured about my future now. He is a great mentor to learn from and you can trust with his expertise truly.