About VestiFi & Sunil Srivastava
Objective, goal-anchored financial distribution built on transparency, education, and multi-decade client relationships.
Meet Sunil Srivastava
As Founder and Principal Financial Distributor at VestiFi, Sunil Srivastava spearheads a client-centric practice dedicated to demystifying personal finance for working professionals, business owners, and families.
Partnered with NJ Wealth (NJ India Invest Pvt. Ltd.), Sunil combines deep personalized consultation with state-of-the-art digital execution, automated SIP mandates, multi-AMC research, and 24/7 portfolio tracking.
"Financial peace of mind doesn't come from chasing market hypes; it comes from having an airtight safety net and a consistent, goal-aligned plan."
Our Core Philosophy & Guiding Pillars
1. Client-First Integrity
We work for your family's financial security, not product sales targets. Every scheme recommended has a distinct purpose.
2. Plain-Language Education
We demystify complex financial jargon, expense ratios, policy exclusions, and lock-in periods into clear, confident choices.
3. Risk Management First
We ensure your family's savings are bulletproofed with adequate health insurance and pure term cover before investing in equities.
4. Multi-Decade Relationship
We stay by your side through annual reviews, portfolio rebalancing, and claim-settlement times when it matters most.