Vivek is a SEBI Registered Investment Advisor and a Certified Financial Planner.
Mission and Purpose:
Vivek’s mission and purpose is “To nudge, act and inspire people to move out of their limiting paradigm by giving them clarity on money management & achieving their financial goals, with the ultimate goal of making their lives more secure and happy through financial freedom.”
Education:
He is CFPCM from FPSB India. After completing his graduation in commerce from H.L College of commerce- Ahmedabad, Gujarat University, he pursued his Master’s in Business Management (MBA) in Finance. He is Master’s in commerce (M.Com) from Gujarat University and also hold C.A (I). He is a Registered Life Planner from Kinder Institute of Life Planning (USA).
Experience:
Vivek is a founder of FINRISE – a Financial Planning and Wealth Management firm which started its operation in 2011. A Passionate financial planner by profession, his belief of changing financial lives and passion towards financial planning made him start his own venture FINRISE.
He started his career as Research Analyst with Krone Research (sister-concern of Monarch Securities) where he was handling fundamental research analysis of various industries. In 2009, he joined Ffreedom Wealth Solutions and was a part of the initial Core Member team, which was responsible for setting up the company to the next level. During his period at freedom, he accelerated his career from a Manager-Financial Planning to Business Head.
Expertise:
Vivek’s investment experience in Equity Market spans since 2003. Starting with a meagre sum of money, he has attained a multitude of successes over the course of these many years, though not, of course, without a few pitfalls and misjudgements along the way.
Since 2003, he has been helping families to guide them towards achieving their most cherished financial goals, making them financially secure and move towards financial freedom by following globally accepted Financial Life Planning Process.
He was, and remains, convinced that equity investment is the only way to generate long term wealth and for this, temperament, patience and discipline is as important as knowledge and skill to become a successful investor.
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Social links
Vivek up close
- Association
- Hobbies
- Passion
He is also on the Advisory Board for NetworkFP- India’s leading association of Financial Advisors and Founding Member of Association of Financial Life Planners in Mumbai.
He is also a founding member of Financial Planners Study Circle in Mumbai where more than 70 financial advisors and planners meet regularly to share the advisory practice, learnings and experience.
He is also part of networking and business organization which is BNI ( member since 8 years) and Ascent Foundation ( founded by Mr Harsh Mariwala).
He is also part of a service organization which is Rotary Club- He is member with Rotary Club of Upper Kandivali.
Vivek loves to read; he reads voraciously on a plethora of subjects – investment, history, philosophy, psychology, spirituality, life management and ancient scriptures like Shreemad Bhagvad Gita, Shreemad Bhagvatam, Upanishads and Arthashastra are a few of his favourite areas. He loves all sorts of music but the quintessential old Bollywood songs of Kishore Kumar and Mohd. Rafi is what he likes and finds solace and fortitude in these vintage songs.
He is also a calligrapher and also likes to test his feet on the music which makes him dance. He is also collector of Old coin and Currency notes of India since 15 years.
He is also a cyclist and regularly take cycle rides which helps him to be fit and also explore the different places of Mumbai and nearby areas through cycle rides. He also loves photography and likes to capture nature photos and life memories in his camera.
Apart from financial planning practice, he has also passion of teaching and mentoring to young & budding financial planning students and advisors. He had taken guest lectures at ICOFP and other educational institutes. He had also been a guest faculty to various B-Schools and financial institutes like IMT Nagpur, Hinduja College, Mithibai College, Mukesh Patel Institute of Management, Thadumal Sahani College, Athava College of Management etc. He had also taken 3 days Comprehensive Financial Planning workshop for Financial Advisors organized by NetworkFP (India’s leading association of Financial Advisors) and has also been trainer for QPFP course organised by NetworkFP.
He had also conducted a series of 1 day Financial Planning workshops at Ranchi, Nagpur, Ahmedabad, Mumbai, Surat, Pune to help existing advisers & planners to set their financial planning practice.
He had also conducted 1 day CFGP workshop organized by AAFM for advisors of Aditya Birla Sunlife Mutual Fund at Ahmedabad, Bangalore, Mumbai, Thane, Salem, Hubli, Nagpur, Navsari, Aurangabad, Valsad, Jalgaon, Pune, Goa, Kolhapur, Indore, Bhopal, Jabalpur, Rajkot, Jamnagar, Surat, Vapi, Vadodara, Patna, Muzaffarpur, Bhagalpur, Patna, Dhanbad, Ranchi, Jamshedpur, Ranchi etc
He is also a personal coach and mentor to many financial advisors who wanted to set up their Financial Planning Practice.