Real Investments Are Guided...
Not Just Grown!!
Where High Net Worth Meets High-Performance Planning.
It is Beyond Investing – We Engineer Financial Enablement, Empowerment & Excellence.
Financial Planning Services
At VishwEra Consulting LLC., we provide holistic financial planning designed to bring clarity, structure, and long-term stability to your financial life. Our goal is to help you make informed decisions, manage risk, and achieve lasting financial well-being.
With a dedicated planner and ongoing reviews, we make sure your financial plan evolves with your life.
At VishwEra Consulting LLC., we design investment strategies that are aligned with your financial goals, time horizon, and risk profile. Whether you're building wealth, preserving capital, or generating income, our disciplined approach helps you navigate the markets with clarity and confidence.
We combine deep research, market insight, and personal attention to deliver long-term value from your investments.
At VishwEra Consulting LLC., we help you protect what matters most. Our risk and insurance planning services are designed to safeguard your family, assets, and financial goals from unforeseen events.We focus on proactive, personalised solutions that provide peace of mind and long-term security.
We ensure your insurance portfolio is cost-effective, aligned with your financial plan, and reviewed regularly as your life evolves.
Investment Planning
Risk & Insurance Planning
Retirement Planning
At VishwEra Consulting LLC., we help you retire with confidence and financial freedom. Our retirement planning services are designed to ensure that your post-retirement years are secure, comfortable, and aligned with the lifestyle you envision.
We help you answer critical questions like:
How much do I need to retire? Will I outlive my savings? What’s the best way to invest for retirement?
Tax Planning
At VishwEra Consulting LLC., our tax planning services are designed to help you legally reduce tax liabilities, increase savings, and align tax strategy with your broader financial goals.
We provide intelligent, forward-looking solutions that go beyond filing—integrating tax efficiency into every aspect of your financial life.
We believe smart tax planning is not just about saving today—but ensuring more wealth is retained and reinvested for tomorrow.
Estate & Legacy Planning
At VishwEra Consulting LLC., our tax planning services are designed to help you legally reduce tax liabilities, increase savings, and align tax strategy with your broader financial goals.
We provide intelligent, forward-looking solutions that go beyond filing—integrating tax efficiency into every aspect of your financial life.
We believe smart tax planning is not just about saving today—but ensuring more wealth is retained and reinvested for tomorrow.
About Us
At VishwEra Consulting LLC., we believe that financial clarity is the foundation of confident living.
Rooted in the principles of trust, transparency, and long-term value creation, we are a full-service financial advisory firm committed to helping individuals, families, and businesses grow, protect, and manage their wealth with care and precision.
With decades of collective experience, our team brings deep expertise across financial planning, investment advisory, risk management, tax strategies, and estate and legacy planning. Whether you're building your portfolio or preserving generational wealth, we provide customized solutions aligned with your unique goals, values, and life journey.
We serve a diverse clientele—from salaried professionals and entrepreneurs to High Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs)—offering comprehensive, end-to-end financial services that grow and adapt with your ambitions.
At VishwEra Consulting LLC., we don’t just manage money— we empower you with financial confidence to live fully and plan wisely.
100+
300+
Trusted Families
Trusted Consultants
Exclusive Financial Services
Tailored solutions for HNI and UHNI clients focusing on privacy and expertise.
Investment Strategy Insights Exclusively for HNI and UHNI
NRI Services
NRO/NRE Account Assistance
Investment Planning for NRIs
Comprehensive Estate Planning
Secure your legacy with personalized estate planning and tax consulting services.
Financial Education Sessions
Empowering through workshops on retirement planning and achieving financial freedom.
Exceptional service and expertise in financial planning.
Shrikant Shrinivasa
Professional approach and customer service is a delight at Vishwera.
Shivam Kakrera