Vivek S G (Sulegai) CFP®

Co-Founder

Bengaluru, Karnataka, India7 yrs 7 mos experience

Highly Stable

Key Highlights

Fee-only financial advisor focused on client needs.
Expert in risk profiling and goal-based financial planning.
Proven track record in creating tailored financial strategies.

Stackforce AI infers this person is a Fintech expert specializing in personalized financial advisory services.

Contact

Skills

Core Skills

Financial PlanningInvestment Advisory Services

Other Skills

Investment StrategiesPersonal Financial PlanningCertified Financial PlannerInvestment PlanningRisk ProfilingGoal-based PlanningFinancial Literacy TrainingPersonal financeBudgetingMutual fundsInvestor PresentationsFinanceValuationMISBusiness Analysis

About

Major life transitions don’t announce themselves politely. Marriage. A child. A home loan. Parents ageing. A career shift. A sabbatical. Retirement. If your money system isn’t ready, every decision starts feeling heavy. I help Indian salaried professionals and freelancers (30–50) bring clarity, simplicity, and structure to their money. I’m fee-only (fixed-fee). No commissions. No product pushing. The advice is the product. 𝐖𝐡𝐚𝐭 𝐰𝐞 𝐰𝐨𝐫𝐤 𝐨𝐧 - risk profiling - life & health insurance review - emergency planning - goal-based planning + retirement planning - portfolio review + asset allocation strategy - execution support with an action-point tracker - quarterly reviews (and support in between) 𝐇𝐨𝐰 𝐦𝐲 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 𝐰𝐨𝐫𝐤𝐬 1. discovery call 2. engagement + onboarding (risk profile, KYC, data) 3. financial plan presentation 4. execution with a tracker + review after a month 5. periodic reviews (quarterly/half-yearly based on need) If you’re looking for stock tips or “alpha”, I’m not the right person. If you want a calm, repeatable system that you can follow for years, DM “PLAN” and I’ll share the discovery call link + a short screening form.

Experience

Wealth crafts

Founder

Jul 2019 – Present · 6 yrs 9 mos · Greater Bengaluru Area · On-site

I’m a SEBI-registered fee-only financial advisor, which means my sole focus is YOU - not commissions.
What I don’t do:
❌ I won’t force you to buy products.
❌ I won’t recommend specific stocks.
❌ I won’t invest your money for you.
What I do:
✅ Help you identify your money roadblocks and biases.
✅ Understand your risk profile, goals, and financial history.
✅ Educate you to make better MONEY decisions.
✅ Work with you to reframe limiting beliefs and myths.
✅ Create a tailored financial plan that works for you.
I’m a fee-only financial advisor, which means my sole focus is YOU - not commissions.
What will you achieve after working with me?
✅ Peace of mind about your financial future.
✅ Freedom to enjoy life without obsessing over money.
✅ A clear, actionable plan for short-term and long-term goals.
✅ A balanced approach to investments, savings, insurance, and budgeting.
⭐ His insights have been invaluable, and I can confidently say that working with him has been a great investment in my financial future ~Ritvik
⭐Vivek took the time to understand my unique financial situation, goals, and risk tolerance. He then put together a comprehensive financial plan tailored specifically to my needs ~ Archit Rastogi
⭐He gave us well researched recommendations for investments, insurance and patiently clarified our doubts ~ Pushpa Varghese