Vincent Devassy

rivate wealth planning. With over 25 years of experience, I specialize in estate planning and wealth preservation, private wealth management, family office services, wealth transfer services, and strategic financial stewardship for high-net-worth individuals. As a multi-licensed advisor and estate planning Lawyer, I bring deep expertise across:

• Wealth & Estate Planning
• Succession & Will Drafting
• Holistic Personal Financial and Tax Planning
• Retirement Planning
• Risk Management & Insurance Strategy
• Banking & Credit Management
• Philanthropy & Legacy Structuring
• Investment Advisory & Asset Allocation
• Private Client Law & Family Office Services

My sector focus includes

Capital & Debt Markets
Mutual Funds
Banking, Financial Services, and Insurance (BFSI)
Digital Currency and Digital Assets
Real Estate. B Bangalore University, Bangalore. Post Graduate Diploma in Business Administration Annamalai University, Chidambaram. Com Mahatma Gandhi University, Kottayam. I also hold credentials from NISM, NSE Academy, Network FP, AAFM-India, and Moody's Analytics and am licensed by IRDA, AMFI, and APMI. Having worked with leading financial institutions for 19+ years, I’m passionate about financial literacy, investment education, and empowering clients to organize their finances with confidence. I regularly conduct investor awareness programs on:

• Financial Planning & Cash Flow Management
• Emergency Corpus & Retirement Planning
• Investment & Insurance Strategy
• Income Tax & Succession Planning

I believe financial planning begins with life goals—and evolves through disciplined strategy, review, and rebalancing. My mission is to guide you toward lasting financial well-being, rooted in trust, clarity, and legacy.