Vivek S G (Sulegai) CFP®

Sharpshooter
DISC Type : CD

Founder at Wealth Crafts

Bengaluru, Karnataka, India

Overview

Vivek S G is the founder of Wealth Crafts and a SEBI-Registered, fee-only financial advisor. He specializes in creating tailored financial plans for salaried professionals and freelancers in their 30s-50s to navigate major life transitions. People he has worked with describe him as patient, understanding, and meticulous.

Vivek focuses on turning financial chaos into clarity for his clients. He is a Certified Financial Planner (CFP®) and aims to educate people on sound investment principles, often contrasting his advice with that of financial influencers.

Unique fact: Viveks fee-only model means his advice is focused solely on client success, not on earning commissions from selling financial products.

Personality Overview

Precise But Practical

Thorough Evaluator

Fast But Analytical

More than the product, they care about the effectiveness of the product.  They are not focused on building rapport and relationships. They like to act fast and expect others to do the same.

Topics They Care About

Fee-Only Advising
Strongly advocates for a fee-only model, emphasizing that his sole focus is on the client's best interests, not on commissions from selling financial products.
Life Transition Planning
His practice is built around helping professionals in their 30s-50s navigate major life milestones like marriage, parenthood, relocation, and retirement planning.
Financial Literacy
Passionate about educating investors and debunking myths propagated by 'finfluencers', as seen in his public posts about investment strategies and market behavior.

Media Appearances

Vivek has no verified media appearances

Work History

7-2019
Founder at Wealth Crafts
4-2016 - 6-2019
Investment Counselor at Wealthapp Financial Advisers Pvt Ltd
2-2015 - 3-2016
Assistant Manager at Simplus Financial Consultancy Private Limited
11-2012 - 2-2015
Senior Research Analyst at S S Goverdhan
6-2008 - 2-2009
Analyst at Outsource Partners International

Education

2015 - 2016
Certified Financial Planner from CFP, FPSB India
2015 - 2015
Associate Financial Planner from FPSB India

More Information

Social Presence :

Prographics :

Exp : 13 Location : Bengaluru, Karnataka, India Job Level : Leadership Designation : Founder at Wealth Crafts
URL has been copied!

Insights For Selling To Vivek

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Speak about competitive differentiation that your product offers

DONT's

  • Do not spend too much time focusing on product tech or features
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vivek is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Vivek

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Vivek move?

  • They can take decisions very fast if you manage to convince them.
  • Can Vivek take some risk or not?

  • The risks don’t matter much to them.

You And Vivek

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.