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Contact Us: 508.656.0701 Fax: 508.935.0940
About Us

Vikram Udeshi is a Financial Architect, designing Road Maps for his clients to avoid boosting Uncle Sam’s Retirement Portfolio rather than their own.

Working by leveraging his clients' goals and objectives helps them grow their wealth safely by not exposing their Nest Eggs to the Wall Street Roller Coaster.

Working with Vikram ensures that you safeguard your Sanity and Rescue Your Finances in A Chaotic World. He has been an entrepreneur for nearly 4 decades and been in the Financial Services industry for nearly a decade. With all of the economic turmoil in the markets, the country and around the world, it’s more important than ever to keep your wealth safe and secure…but also potentially growing.

Vikram is the eldest of a family of 4 with both international and domestic business experience and is an MBA from Plymouth UK, plus a Certified Long Term Care Professional.

Vikram is the father of two grown children, Amrita and Kunal, and is a loving and devoted young grandfather to two adorable boys, Parthiv (age 6) and Shreyaan (age 3.5). He has been married to Nita for the last 38 years.

When he is not helping his clients plan for a successful retirement he is involved in many volunteer efforts, chief among them being a Captain for the world-famous Waterfire Art installation. Waterfire takes place in Providence, Rhode Island, and attracts millions of visitors each year. He won the T-Shirt Design contest for Waterfire in his rookie year for creating the winning slogan “In Darkness, We Light.” The slogan embodies the spirit of Waterfire, which is known as one of the "5 best things in the world to see after dusk."

He also volunteers his knowledge and business expertise by coaching and acting as a mentor to the Babson College freshmen and juniors every year for the past 9 years, as well as by serving on a panel to judge business plans for fledgling businesses run by Babson students. Vikram is a "reading buddy" to elementary school kids in the nationally recognized Everybody Wins Reading Mentor Program, which inculcates a love of reading and comprehension in young minds and creates a love of books and the written word.

He is currently in his second term as the Treasurer and Officer of IAGB. As custodian of its funds, he is responsible for all the fiscal affairs of IAGB and reporting to the EC and other authorities on the financial affairs of the Association.

Besides the above, Vikram is passionate about reading, travel, music (especially jazz, classical and world), and all sports. He is an avid sailor and has sailed in many international competitions in Asia representing Sri Lanka. He has also been a Past Commodore of the Royal Colombo Yacht Club, Secretary of the Yachting Association Of Sri Lanka, and former President of the Rotary Club of Shrewsbury, Massachusetts.

He counts many satisfied business owners and families as his clients. Most importantly, Vikram Udeshi’s mission is to help you avoid losing money in the Wall Street Casino, and instead build your wealth more SAFELY and SECURELY.

Regardless of your financial situation, Vikram Udeshi can help anyone can get on the Path to become a Safe Money Millionaire and potentially sleeping well at night. His personal philosophy is aptly named P.R.I.D.E. which signifies "Personal Responsibility In Daily Effort."



If you’re not sure about the answer, call or email to set up a no-cost, no-obligation meeting. We would love to meet you, hear about your goals and needs in retirement, and show you how we may be able to help.

Why Choose Us?

Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

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