About Our Company
Vista Wealth is a Financial intermediary guiding investors since 1993. Serving a client base of 10000+ delighted families, we are seen as ‘Goal Manager 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 options, starting by building trust and delivering results. Our trained professionals work on your financial requirements to help you realize them on time.
We are practicing and delivering “Simplification” 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.
Vision – For Vista
Become globally respected and trusted “Success PlanningTM“ brand providing solutions to common man Pan India.
Vision – For 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
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.
Mr. Manish Goel
Founder and Executive Director
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.
Mr.Deepak Gupta
Vice President
An Alumni of BIM Tech – PGDBM, Deepak has over 18 years of corporate experience with last 16 years being dedicated to Banking, financial and investment services. Passionate & Enthusiastic, Deepak constant endeavour is to be a part of his client’s financial planning…
* Detailed information can be shared over the meeting.