Vivek Rege is the Founder & CEO of V R Wealth Advisors Pvt Ltd, a Mumbai Based Practice . Seeds were sown back in 2003 and it’s been a 16 years journey into this profession . Our strong ethos & culture is the foundation pillar on which this firm stands. Vivek strongly believes in good scale up in a way which preserves the ethos, quality enhancements and balanced growth with each passing year.
Client first and making a difference in the lives of our clients has been one of the core principles on which this firm functions in India and serves Indian clients domestically and internationally through its Mumbai office.
Vivek is an avid learner with a CFA Level 1, a Chartered Accountancy (Intermediate), an Advanced Diploma in Business Management & a CFP certification.
V R Wealth Advisors won the 1st runner up award 2018 from Asia Pacific Region held in Chicago on Oct 2, 2018 for financial planning case study presented and won the 1st runner up award 2019 from Asia Pacific consecutively.
Vivek has a wife and a college going daughter, a nature lover especially birds, practitioner of Iyengar Yoga , an early riser, have wide interests in Music ranging from Mozart Symphony to Indian Classical, and loves to travel and experience different cultures.
“I am honoured as well as humbled with this award from the Asia Pacific Region.
One of our core values is Excellence which keeps us doing better as we learn, reflect and apply in our practice improving the quality and depth of the conversations and the overall experiences of our clients.
This also comes with a lot of responsibility in terms of bettering this profession and raising the overall bar within the fraternity and being torch bearers for the current and future practitioners on this planet. The Planplus Global Awards process just brings out the best in us, as we always come out learning and reflecting on better practices. Participation is the first step and everything is else is a by- product.”