Vivekanandan B, CFgP®

My journey in financial services began in 2012, driven by a simple but meaningful purpose — to help people make better financial decisions and create measurable improvements in their lives.

Over the years, I have had the privilege of working with individuals and families across different stages of their financial journey — from first-time investors and salaried professionals to business owners, retirees and high-net-worth families.

What continues to motivate me most is the opportunity to make a real difference: helping families reduce financial stress, move towards becoming debt-free, protect what they have built, and steadily work towards important life goals such as retirement, children’s education and long-term wealth creation.

In 2022, I founded VRV Family Office with a broader vision of bringing multiple financial needs under one coordinated approach. Today, we serve 250+ families, supporting them across areas including mutual funds, bonds, insurance, retirement planning, risk assessment, tax planning and other goal-oriented financial solutions.

My approach is built around a few core principles — goal-based planning, protection first, transparency, simplicity and regular review.

At the heart of my work is a family-first approach: understanding what truly matters to each client and helping them build a financial roadmap with greater clarity, discipline and confidence.