Vivek has functional experience as an Investment Adviser for over 14 Years in the Investment Advisory Industry as a Mumbai based practitioner.
He possesses an Inter CA degree from Institute of Chartered Accountants of India and a Certified Financial Planner from FPSB India & am Advanced Diploma in Business Management from ICFAI. Vivek recently completed Level 1 CFA USA and is now a CFA Level 2 Candidate.
Vivek is the Founder & CEO of V R Wealth Advisors Pvt Ltd, a Mumbai based financial planning & advisory firm with a 10 member team. He is also a SEBI Registered Investment Adviser akin to RIA in the US.
Vivek closely works with over 100 Clients within the country & overseas. His clientele includes professionals in the Indian corporate and multinational companies at top and middle level management who consult with him for their personal finances which includes end to end planning supported with advice, and implementation in fiduciary capacity.