Vikas Bhattu

Wealth Vault

Certified Financial Planner

Service Location

Chandigarh

Professional Licenses

FPSB

#IN152036

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

SCO 59-60, FF, Sec 9-D, Chandigarh - 160009, U.T.

Website

https://www.wealthvault.in/

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Vikas Bhattu

WealthVault is an AMFI-Registered Mutual Fund Distributor dedicated to delivering tailored financial solutions to its clients. At WealthVault, the primary focus lies in presenting clients with comprehensive solutions for Wealth Enhancement, Wealth Preservation, and Wealth Distribution. What sets the team of experts apart is their unwavering commitment to understanding the unique needs of each client, steering away from the conventional practice of simply distributing financial products.

The founders of WealthVault bring with them a wealth of experience from their tenure with domestic and multinational banks in India. Drawing from this invaluable background, WealthVault has identified promising opportunities within the financial industry. The steadfast dedication to providing top-notch services to clients has paved the way for strong performance, and the team remains steadfast in the pursuit of further achievements in the future. The mission is to continually deliver quality services that empower clients to achieve their financial goals.

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