- +91 9598678231
- vistainitiatives@gmail.com
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Vishal Srivastava is an AMFI-registered Mutual Fund Distributor and a Certified Financial Planner (CFP®) — the world’s most respected and globally recognized certification in Personal Financial Planning.
With over 10 years of experience in personal finance, he has helped individuals and families make informed decisions about their investments, insurance, and long-term financial goals.
Vishal has also cleared the NISM Series V-A Certification, enabling him to operate as a Mutual Fund Distributor under the regulatory framework.
He specializes in:
🔹 Mutual Fund Distribution
🔹 Goal-Based Financial Planning
🔹 Insurance Advisory (Life & Health)
🔹 Retirement & Wealth Accumulation Strategies
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.
Ananta Society, Zirakpur,
SAS Nagar Mohali
Punjab 140603
vistainitiatives@gmail.com
+91 6306194559
Copyright © Vista Initiatives. All rights reserved.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-102845 | Date of initial registration – 04-Jun-2015 | Current validity of ARN – 03-Jun-2027
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