As the company’s founder and CEO, Vivek founded V R Wealth Advisors in 2003 with a modest three-person team. Under his leadership and guidance, today the same company has established itself as a financial planning and advisory firm in Mumbai, which caters to over 140 clients. With a growing clientele within the country and overseas, Vivek works closely with his clients, which comprise of senior management and executives of Indian and multinational corporations who seek his advice on personal finances.
Vivek has been an Investment Advisor for over 20 years and has a rich background in Finance, including an Inter CA degree from the Institute of Chartered Accountants of India, a Certified Financial Planner (CFP) from FPSB India, and an Advanced Diploma in Business Management from ICFAI. Recognising the importance of continuous learning and staying current as an advisor, Vivek recently completed his CFA Level 1 examination.
Owing to his expertise in the field, Vivek was one of the earliest delegates to be invited from India to the Financial Planning Conference in the USA. He has also chaired several events and panel discussions focusing on Practice management organized by the FPSB India.
Vivek has been appointed by the US FPA to be a part of their 6 member group from India for the Asia-Pacific Geo Focus Group which overlooks cross border practices and coordination. He also serves as a member of a task force in India which interacts with SEBI and Financial institutions such as Asset Management companies on behalf of the Investment Advisors Community in India, to provide context for substantial issues that require intervention and to improve the overall experience of clients and stakeholders involved in the process.
Vivek is a Founder Director of ARIA – Association of Registered Investment Advisers in India which is instrumental in growing the RIA profession within the Country.
As a part of his commitment to the industry, Vivek continues to write articles and express his ideas in publications like MINT , ET Wealth, Business Standard, Economic Times, Money Control, DNA Money, Wall Street Journal, and Financial Planning Journal in order to reach a wider audience. Vivek has been involved with various Personal Finance & Investment shows on NDTV Profit. He also conducts corporate training on topics that increase financial awareness among members and help them view finances in a more structured manner.