Mr. Harsh Vira is a finance expert with ample of knowledge and experience in the world of finance. With 10 years of experience in this dynamic and ever-evolving field, he has established himself as a trusted authority and leader in financial matters. His expertise encompasses a wide range of areas, including investment strategies, risk management, financial planning, and market analysis.

He holds distinguished professional degrees and certifications such as CS | CFP | CWM | CFA-IF | NCFM | NCDP | NCMP | NISM Certifications and has a proven track record of success in both corporate and consulting roles. He has been a great guide in helping individuals, businesses, and organizations navigate complex financial decisions, optimize their portfolios, and achieve their financial goals.

We are on a mission is to spread 'Financial Literacy' in India and empower the youth to do more with their finance and be financially independent.

Finance Expert | NCFM & NISM Certified

CS CFP CWM Harsh Vira

CS Harsh Vira

This Wealth Management session is designed for investors who want clarity and structure in their financial journey. The session explains how professionals manage portfolios using asset allocation, risk management, and long-term compounding instead of short-term speculation.You’ll gain insights into how Equities, Mutual Funds, Peer2Peer Lending, MLDs, PMS, AIFs, Bonds, and other alternative investments fit together to create stable and scalable wealth. The discussion also highlights common investor mistakes, emotional decision-making, and how to align investments with financial goals.Ideal for investors looking to move from random investing to a disciplined, goal-based wealth management approach.

Great decision! You’ve taken a meaningful step towards structured and disciplined wealth management. Looking forward to our one-to-one session.

To Discuss P2P, MLDs, PMS, AIF like Wealth Management Solutions.

No Refund / No Cancellation
Once the session is booked and payment is completed, no refund, cancellation, or rescheduling will be allowed under any circumstances, including no-show or late joining by the participant.

Limited Scope of Discussion
The session will focus on general wealth management concepts, financial planning frameworks, and investment education.
Personalized stock tips, buy/sell recommendations, or portfolio execution advice will not be provided, in line with SEBI regulations.

Regulatory Compliance
The session will strictly adhere to all applicable SEBI guidelines. No assurance, guarantee, or promise of returns will be made during the session.

No Recording or Redistribution
Audio recording, video recording, screen recording, or sharing of session content in any form is strictly prohibited. Violation may attract legal action.

Confidentiality
Any information shared by the participant during the session will be treated as confidential. However, the organizer is not responsible for any decisions taken by the participant based on the discussion.

Professional Conduct
Participants are expected to maintain respectful and professional conduct. Any inappropriate behavior may result in immediate termination of the session without refund.

Time Discipline
The session will be strictly time-bound. Late joining by the participant will not result in extension of session time.

Intellectual Property
All insights, frameworks, and materials shared during the session remain the intellectual property of the organizer and may not be copied, reused, or distributed.

Acceptance of Terms
By booking the session, the participant confirms acceptance of all the above terms and conditions.