Vishal Arora

I am a Personal Finance practitioner and an Estate Planner. I am a Chartered Accountant and hold the Qualified Personal Finance Professional® and Chartered Trust & Estate Planner® certifications. As a Personal Finance practitioner, I assist clients navigate through their unique personal financial situations and to set them on their path to achieve their individual and their families’ aspirations and goals, i.e. retirement, children’s future, wealth creation, managing debt obligations, medical emergencies and the like, supported with periodic monitoring and review. I also assist with health and life insurance as well as help determine the quantum of insurance cover required. As an Estate Planner, I assist clients in planning for their estates to protect the wealth they are generating and have accumulated to pass it on as they desire, in their lifetime and after, to their loved ones in a structured manner.