Vivek S G (Sulegai) CFP®
Sharpshooter · DISC type CDVivek 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.
Read the full overview →How Vivek shows up
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.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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