Vivek Singh — Co-Founder

If you’re the first one in your family to seriously think about mutual funds, SIPs and “financial freedom”, you’re exactly the kind of person I work with. Maybe your parents trusted FDs and LIC. Maybe you juggle EMIs, school fees, SIPs & Swiggy & Netflix bills. Maybe you’ve built a good income, but your wealth still feels… scattered. Paisaa toh sab kamaate hain, system bohot kam log banate hain. My work is to help you build that system. I help first-gen investors turn random decisions into an organised, stress-free wealth plan. We sit together (in-person or virtually) and make things simple: ↳ Understand your current finances in simple language ↳ Convert your life priorities into clear, realistic money goals ↳ Build a long-term investment system using mutual funds and other suitable options ↳ Review periodically, so you know exactly where you stand & what to adjust For some, that means: • moving from “salary in, expenses out” to a clear surplus each month, • for others, it is cleaning up 10 different products collected over the years into one sensible, long-term structure, • and for many, it is just the comfort of knowing: “Retirement ke time pe paisa aayega, tension nahi.” Across market ups and downs, I’ve spent 24+ years in financial services helping people stay invested in their goals, not just in products. Along the way I’ve pursued: 🎖 Certified Advanced Financial Goal Planner (AFGP) 🎖 Moody’s International Wealth Management Certification 🎖 AMFI Regd. Mutual Fund Distributor (ARN 353817) Different generations, same desire: ↳ Gen X wants stability, ↳ Millennials want balance, ↳ Gen Z wants flexibility. Meri philosophy simple hai: jo bhi aapka version of “freedom” hai, wealth usko support kare, control na kare. So if you’re tired of handling money through guesswork, following randim advice & Google searches & you want a calm, organised way to build wealth, let’s talk. Ek honest conversation se shuru karte hain - baaki system hum milkar banayenge.

Stackforce AI infers this person is a Financial Services expert focused on wealth management and investment planning.

Location: Mumbai, Maharashtra, India

Experience: 27 yrs 9 mos