• +91 9598678231
  • vistainitiatives@gmail.com

CERTIFIED FINANCIAL PLANNER CM

Welcome To Vista Initiatives

VISTA INITIATIVES established in the year 2015 with the sole aim of providing an ethical, transparent and cost-efficient platform which addresses all the financial needs of the Client. The model being followed is fully customized for every individual so that all their financial planning and investment requirements are taken over by us while they go to their jobs without any worries.

Already a large number of clients, their families and their relatives have discovered the benefits of subscribing to the company’s novel initiative and more and more client are joining by the day.

Our Services & Products

1. FINANCIAL PLANNING

Financial Planning is an insurmountable mountain as it needs a lot of number crunching. Don’t worry we manage it all – from planning to management to seamless execution. We ensure your finances are safely managed.

2. RETIREMENT PLANNING

We believe that every individual goal and planning is different. Not everyone loves the idea of parallel path or work past retirement. We make is even easier with our Retirement Planning solution

3. TAX PLANNING

Tax Management is not as taxing as you think it is. We do tax planning with your financial planning so that there isn’t any conflict in overall wealth management process.

1. MUTUAL FUND

We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. We can discuss on various categories as per your requirements

2. TERM INSURANCE

Pure Life insurance which will provide risk cover,We are calculating Term insurance value by income based or need based method depend upon client requirement.

3. MEDICAL INSURANCE

it covers expense of hospitalization due to illness or accident. that can protect your family from financial hardship.

Create a perfect goal

Give shape to your investments with our powerful tools & invest now.

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