Vivek Satam

I am Vivek Satam, a Qualified Personal Finance Professional (QPFP) and Financial Advisor with over 15 years of Corporate experience in Marketing & Sales and 8 years years into Financial planning and Wealth management. My core strength lies in simplifying finance for clients, enabling them to clearly understand, apply, and stay confident about their financial decisions. I believe that if a concept cannot be explained simply, it is not yet fully understood. Every financial goal is important, and there is always a suitable solution to meet it. I advise on mutual funds, insurance, and select alternate investments including Global Equity, PMS, SIFs, and GIFT City structures. My advisory practice is built on trust, clarity, and belief in the financial planning process.