Vaishali Garg

Vaishali Garg is a wealth management professional with experience spanning financial services, capital markets, and startups. She specializes in helping individuals and families build structured, long-term wealth strategies through financial planning, portfolio construction, and investment advisory.

Her approach is centered on the ERGRT Framework — Emergency, Risk, Goals, Retirement, and Tax Optimization — a practical methodology designed to help investors move beyond chasing returns and focus on sustainable wealth creation, risk management, diversification, and tax efficiency.