Company Profile

About Our Company

Vista Wealth is a leading Financial Advisory firm guiding investors since 1993. Serving a client base of 10000+ delighted families, we are seen as ‘Wealth Manger of the Masses’. Focused and professional approach to build strong systems and processes has helped us to achieve this milestone. We have constantly evolved as per the clients’ changing requirement and needs. We feel proud that many of our relationships are running into the third generation.

We believe in providing need based solutions, starting by building trust and delivering results. Our trained professionals work on your financial goals with monitored systems to help you realize them on time.

 We are practicing and delivering “Simplifying Wealth Creation” motto of our company relentlessly.

Beside the domain expertise, our edge is the hand holding which we provide to each relationship throughout the life span of investments till the ultimate objective is achieved.

VisionFor Vista

Become globally respected and trusted “Success PlanningTM brand providing solutions to common man Pan India.

VisionFor Clients (Including Team)

All clients Enjoying and Celebrating life with “5 dimensions of Success*

Mission

Empower the belief of clients to follow their dreams by the process of “Success Planning”

Creating Happy Families by providing command on their Financial Fears .

Our Core Team and  Leadership

Mr. Ashish Goel

FOUNDER AND CEO

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Ashish Goel is a dynamic first generation entrepreneur with more than 25 years of experience in the distribution of financial products and Wealth Management. He is an MBA, CPFA with engineering background and has studied at IIMA, ISB and XLRI. An avid golfer by heart.

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Mr. Manish Goel

Founder and Executive Director

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Manish Goel, an engineer by qualification is known to be the heart of the organization. Having a technical background, he has an eye for detailing yet providing very simple solutions. He has been instrumental in team bonding in Vista and on his face value, team members still feel strong and motivated.

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Mr. Ankur Kapoor

Principal – Success Planner (Senior Vice President)

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Ankur Kapoor has a rich experience of over 20 years after his PGDBM in Sales & Marketing. With varied exposure in different industries, has a very practical approach to things.

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Mr.Deepak Gupta

Vice President

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Deepak Gupta has 16 yrs experience in Banking, Financial & Investment Services. He is an alumnus of BIMTECH (PGDBM). Passionate & Enthusiastic, Deepak constant…

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* Detailed information can be shared over the meeting.