About Us

WHAT I DO: For 14+ years, I have empowered my clients to gain clarity & certainty in two questions:
(1) Is my financial status quo stable enough to meet my life commitments? If no, how big is the gap?
(2) What strategic and tactical actions do I need to take to bridge this gap AND maintain the right balance consistently, now and in the future?

HOW I DO IT:

I follow a simple proven and time-tested process:

Step #0: Non-Disclosure Agreement + Service Level Agreement [Setting Right Expectations]
Step #1: Discover and understand the financial circumstances, needs and aspirations of the client
Step #2: Collect and collate financial data relevant to ‘Step #1’
Step #3: Organize, contextualize and analyse the gathered data to extract insights
Step #4: Create and present the Discovery Report, encapsulating the gap (if any) between ‘Where You Are’ and ‘Where You Want To Go’, to support informed decision making for the client.
Step #5: Detailed optimization plan which includes strategic and tactical recommendations that helps client progress forward, month-on-month.
Step #6: Successful Implementation Of ‘Step #5’ overcoming hidden challenges and blind spots
Step #7: Ongoing Tracking & Review [Customized]

WHY IT WORKS:

What I offer is - easy to understand and easy to apply. It’s customized as per the unique requirement of my clients. The hallmark of my service is the personalized hand-holding and support throughout the engagement.

I am proud to share that I have transitioned from selling financial products and since last 7 years offer only advisory. i.e. I don’t sell any financial products. So, my service, advice and recommendations are absolutely client centric and not influenced by any “commission” from financial product sale. 

SERVICES I PROVIDE

1-on-1 personalised consulting and handholding.

ONE LINE PHILOSOPHY WE FOLLOW

Control the Uncontrollable

WHAT MY CLIENTS ARE SAYING ABOUT ME:

“When I met Viresh in 2014, I had insurance; I had Mediclaim; I had even made some investments. My first thought was - What possible value add could he do to my life? Do I really need his services? Well, it’s been 5 years since I have been a client of Viresh now. Today I can proudly say that I have created the right assets that are aligned with the way me and my family want to lead the life we desire”
(Piyush Shah, Director – Steeltouch Hardware Pvt Ltd)

READY TO TALK:
Connect with me on LinkedIn.