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Vijay Kumar Mittal

Shrija FinServ LLP•Gorakhpur,UP

Off. No.17-18, 3rd Floor, Ashta Siddhi Trade Centre, Vijay Chowk,

Gorakhpur, UP, 273001

Off. No.17-18, 3rd Floor, Ashta Siddhi Trade Centre, Vijay Chowk, Gorakhpur, UP, 273001

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About

Mr. Vijay Kumar Mittal is a Certified Financial Planner, having experience of 2 decades and serving 400+ happy families and has conducted more than 100+ financial literacy sessions. He believes in Client First approach. He manages investments of NRI's/HNI's, Salaried Executives, Professionals and Govt. Officials. He helps them to mange their Personal Finance so that they can peacefully continue to serve the society and the Nation at their best.

Practice at a glance

Years of Experience

600

Families Served

₹80

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Vijay Kumar Mittal.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check