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Vikas Modgil
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Vikas is a highly experienced Senior Financial Adviser with over 15 years of experience providing personalised financial advice, including five years of experience in New Zealand. Vikas believes that effective financial planning goes beyond just numbers—it’s about offering clients peace of mind, understanding their values, and being a trusted partner in their financial journey. Vikas is passionate about making a meaningful difference in clients’ lives by focusing on the intangible aspects of financial wellbeing, such as security and confidence in their future.

*Authorised Representative of RI Advice Group

Qualifications

Advanced Diploma in Financial Services
Diploma in Financial Services
Certificate IV Finance and Mortgage Broking
Strategic Leadership and Management Program – Stanford University
Commercial Law
Tax For Financial Advising

Personal Life

He is a passionate sports enthusiast, a loyal supporter of the All Blacks, and enjoys a good game of cricket. In his free time, Vikas loves trekking, camping, and, most importantly, spending quality time with his family.

If you’d like to ask Vikas any questions please contact him by phone or email:

Phone:  02 4038 1623
Email: vikas@watsonwealth.com.au

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