Vishal Srivastava | VISTA INITIATIVES

About

Experienced in full-spectrum financial planning, retirement planning, and goal-based investing. Certified Financial Planner (CFP®) driven by passion for wealth creation and financial discipline. Believer in long-term investing and compounding.

Practice at a glance

11

Years of Experience

250

Families Served

₹26

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹20,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Citizens / Retirees, Doctors, Salaried Executives, Founders & Entrepreneurs, Government Staff

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-102845

IRDAI Licensed Insurance Agent (General)

01475061

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Home Loans

Loan Against Securities

Complimentary Services

Get any of the free services to experience working with Vishal Srivastava.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Risk Profile Assessment

Financial Wellbeing Workshop