Wealth Crafts – Certified Financial Planner & Advi

Wealth Crafts is a financial planning and investment advisory firm in Bangalore focused on helping individuals, families, professionals, business owners, and NRIs make informed financial decisions and work toward their long-term financial goals. The firm provides personalized, goal-based guidance covering areas such as investment planning, retirement planning, NRI financial advisory, wealth creation, financial planning for couples and women, portfolio review, asset allocation, and financial independence planning.

Wealth Crafts follows a structured approach built around clarity, simplicity, and long-term financial discipline. Rather than focusing only on individual financial products, the planning process considers a client’s income, expenses, assets, liabilities, goals, risk profile, investment horizon, and future requirements. This helps create a financial strategy that is aligned with personal circumstances and changing life goals.

For retirement planning, Wealth Crafts helps clients estimate future expenses, calculate their required retirement or FIRE corpus, assess investment needs, plan retirement income, and review their portfolio periodically. The objective is to create a practical roadmap that can help clients work toward financial independence and a financially secure retirement.

The firm also provides specialized NRI financial planning and cross-border investment advisory. NRIs can receive guidance on managing investments and finances across countries, understanding their Indian financial position, planning for a return to India, and organizing their long-term financial goals.

As a SEBI Registered Investment Adviser, Wealth Crafts provides investment advice with a focus on personalized financial planning. Its fee-only advisory approach is designed to keep recommendations focused on the client’s financial objectives rather than commissions from financial products. The firm states that it serves clients globally and offers personalized financial planning solutions based on individual requirements.