Vivek Kumar Thakur

With over 18 years of experience in the financial services industry, I have held key leadership positions at Bajaj Capital, Axis Bank, and HDFC Bank, managing HNI and Ultra HNI portfolios across Himachal Pradesh, Chandigarh, and Panchkula. I hold the globally recognized CFP® (Certified Financial Planner) certification from FPSB USA & India, and the QPFP certification from Network FP, reflecting my commitment to professional excellence in personal finance. At Winvestor Wealth, I focus on comprehensive financial planning, investment advisory, tax-efficient strategies, retirement planning, and NRI portfolio management. My approach is driven by the principle of “Ethics by Heart” — placing trust, transparency, and client interests at the core of every solution.