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About
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About Vijay Mistry
Vijay is an incredible coach and a registered financial consultant. He is mentor to many young individuals and wealth coach to senior executives in corporates. His passion is to help people discover right things in their financial life and he believes in growth of others before his own.
He is a member of international association of registered financial consultants (IARFC) and million dollars round table (MDRT), which are premier associations of financial professionals. He has been recognised several times towards his contribution in securing people’s life. He has received various awards towards his performance in this industry from different finance companies like HDFC, Axis and NJ funds. But for him his biggest award is people’s trust.
Vijay joined finance industry at his age 23 after completing his curriculum in engineering. He joined MaxNewYorkLife in year 2002 as agent advisor in his initial days. He completed his financial certification as RFC (Registered Financial Consultant) in year 2007 as first premier graduate from India. He became a trainer in 2008 with IARFC India and then a local chapter chair in year 2009. He was one of the youngest financial planners in India with exposure to international trainings and who have learned from international financial planners. In his endeavour to give best to his clients, he did several courses in the subject of finance which includes taxation planning, strategic business planning, estate planning, real estate management, technical analysis and life coaching. He has been nominated several times for international conventions and training which is conducted by finance companies.
Since beginning of his career his endeavours are to empower individuals with right financial knowledge and creating a difference in their financial life. His thoughts are different from normal financial planner or any finance professional, as he believes in working on core/basics of money management. Most of the time people advance so much in finance literacy that they forget the basic of financial life, they start journey without knowing the end and most of them don’t know where they are headed for? He believes in working on basics like the way people are thinking for money, how they save, how they spend, what they insure, where they invest, purpose of their savings and to guide them on this basics/core values which is mostly missing in most of the people’s life.
Vijay believes that sole purpose of his life is to educate people towards enriching financial life and to empower them to live a meaningful life which is free of financial stress. He is working as an independent consultant/coach and counsel individuals in their quest to richness and financial wellbeing.
At Shreeji Finance, we blend expertise with integrity to deliver tailored financial solutions for individuals, businesses, and NRIs. Whether you’re planning, investing, or growing — our commitment is to your financial success, every step of the way.
We prioritize your goals, needs, and peace of mind in every financial decision.
Driven by innovation and progress, we help you unlock your financial potential.
No hidden clauses — just honest advice and clear, reliable financial guidance.
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Get in Touch
- www.shreejifinancial.com
- Shreejiforu@gmail.com
- +91 9769832393