Strategic Financial Planning, Investment Advisory & Legacy Building. We make the complex world of finance simple, transparent, and elegantly personalized.
Vigya Wealth was conceptualised by Eesha Kaliaa, who ventured into entrepreneurship after acquiring a decade of hands-on experience with some of the leading names in the financial industry like Citi Bank, HDFC Bank, ICICI Bank and Indusind bank at various leadership positions with the thought of creating a one point solution to client’s Financial Needs.
She is a graduate from Symbiosis College Pune and holds an MBA (Majors in Finance) degree. She has also done a course on Financial management from ISB Hyderabad. She is also a certified professional in Investments level 1, AMFI and IRDA.
Vigya Wealth specializes in Wealth Management, Financial Planning and Tax Consultancy. With customer centricity at its core, our objective is to go beyond financial planning and be a part of customers’ growth story. We aim to help customers by making the whole process of financial management and investments simple and customer friendly.
At Vigya Wealth, we understand the value and worth of money. We also understand the power of investing over just saving.
We help you realign your savings and investments to realize your financial goals and aspirations.
We offer customized recommendation for all our investment portfolios as per the risk appetite, investment amount and time horizon of the client.
The company is committed to creating delightful customer experiences while following highest standards of ethics and professional integrity.
Deep dive into your current financial status and aspirations.
Create a customized investment policy and asset allocation matrix.
Deploy capital efficiently into selected premium instruments.
Continuous portfolio review, rigorous tracking, and rebalancing.
"Vigya Wealth transformed the way I view my finances. Their customized approach and deep understanding of the market have significantly grown my portfolio while keeping my risk in check."
"Eesha and her team provide a level of service that is rare to find. From our business succession planning to personal wealth management, everything is handled with absolute transparency."
"The transition from simple saving to strategic investing was seamless. Vigya Wealth's insights into Mutual Funds and Alternate Investments have helped secure my family's legacy."
"Their dedication to customer-centricity is not just a tagline, but a real practice. Regular portfolio rebalancing and proactive advisory has made them an indispensable part of my wealth strategy."
Join our exclusive clientele and experience a wealth management strategy designed entirely around you, your goals, and your future.
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