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Vivekh Pathak | Finance And You | GurgaonVivekh Pathak | Finance And You | Gurgaon

Vivekh Pathak

Finance And You•Gurgaon,HR
C-1/629, Palam Vihar, Sector-3, Gurugram, Haryana,
Gurgaon, HR, 122017
C-1/629, Palam Vihar, Sector-3, Gurugram, Haryana, Gurgaon, HR, 122017
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About

Your business is growing. So why isn’t your personal wealth? Entrepreneurs and senior professionals chase revenue, teams, and scale. Personal wealth gets parked on autopilot. That’s where the silent damage begins. Scattered investments. Idle business surplus. Taxes bleeding quietly every year. Strong income, weak compounding. The real danger shows up late. Asset-rich, cash-poor. Family security dependent on business survival. Business capital sitting unstructured and inefficient. A legacy built on hard work, not design. This isn’t a discipline problem. It’s a capital architecture problem. You don’t need more products. You need a holistic wealth system that aligns personal and business capital, deploys surplus intelligently, reduces tax drag, manages risk, and compounds with precision. The payoff is powerful. Business success that converts into personal freedom. Wealth that works without constant supervision. Clarity, control, and peace of mind. Invest Right, Sit Tight

Practice at a glance

20
Years of Experience
125
Families Served
₹25
Crores Managed

Practice Details

Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces
Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Loan Against Securities
PMS
AIF

Complimentary Services

Get any of the free services to experience working with Vivekh Pathak.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review