Vijay
Maheshwari

Financial Architect

Specialization in Life Style Management & Financial Freedom

“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”

-Warren Buffett

About

Vijay Maheshwari is a highly skilled and experienced professional with over 10 years of industry experience in Wealth Management, Financial Planning, and Corporate Treasury Management. He has worked with renowned brands like ICICI Bank and Motilal Oswal Financial Service Ltd, where he gained extensive knowledge and expertise in the field of finance.

Expertise

Financial Independence
Financial Independence

Financial Independence is the state of having sufficient income generating assets regardless of your income level - where you can have enough wealth to live a life you desire, without having to work for regular income throughout your life!

Liquidity management
Liquidity management

Liquidity is where an individual possesses the ability to generate cash at short notice. It is not about how wealthy one is, but about how much of cash one can pull out as and when needed. A strategy that plans liquidity needs and a buffer for unexpected liquidity needs.

Wealth Protection
Wealth Protection

Wealth protection is investing in a variety of financial assets as well as insurance products to help you prepare for uncertainties and unexpected situations. An armour, it aids your family and help them live a healthy sustainable life even in your absence.

Brand Strategy Consultant
Brand Strategy Consultant
Known for our ability to turnaround brands and provide unique suggestions. With a strong network and years of experience in the industry, he has helped numerous brands achieve their goals and reach new heights of success.

Achievements

Highly decorated professional, having received numerous awards from reputable organizations throughout his career. Particularly recognized for excellence in Wealth Management, receiving an award in this field every year.

What My Clients Say?

What My Clients Say?

Finance Tales: Customer First Approach

JP Morgan Chase & Co Senior Management

Vijay Maheshwari has an astute mind. In my experience of over 3 years with him, I and him clear in his purpose of helping his customers create wealth. His ability to consult without bias and prejudice and manage accounts and portfolios with near 95% accuracy is a big boon for me!

Mr. Runit Marda

Vijay Maheshwari is an exceptional professional who stands out for his remarkable skills in relationship and risk management. His ability to build and maintain strong relationships with clients is truly impressive, and he is known for his exceptional communication and interpersonal skills. Moreover, Mr. Maheshwari's expertise in risk management is highly commendable. He has a keen eye for identifying potential risks and implementing strategies to mitigate them, ensuring the safety and security of his clients' assets. This has earned him a reputation as a trusted advisor and a go-to resource for all matters related to risk management. Overall, Vijay Maheshwari is a highly respected professional who has demonstrated outstanding skills in relationship and risk management. His dedication, commitment, and exceptional work ethic make him a valuable asset to any organization he works with.

Reliance Industries Top Management

Vijay you are one of the best trusted, Humble,Sincere, Financial advisor for me .Also you keep recent updates in fanancial Market . you are like one of my family members. Keep doing good work.

Mr. HIRDAYESH KUMAR BAIS Wipro Senior Consultant

Vijay Maheshwari is an exceptional professional who has a deep understanding of financial independence and lifestyle management. He is highly skilled and experienced in the areas of wealth management, financial planning, and corporate treasury management, and he has helped numerous clients achieve financial freedom and lifestyle management. Mr. Maheshwari's expertise in financial independence and lifestyle management is highly commendable, and he has a proven track record of delivering exceptional results for his clients. He takes a holistic approach to his work, taking into consideration his clients' unique goals and objectives, and designing customized strategies that are tailored to their specific needs. Overall, Vijay Maheshwari is a highly respected professional who has made a significant impact on the lives of many individuals through his exceptional skills in financial independence and lifestyle management. His dedication, commitment, and exceptional work ethic make him a valuable asset to any organization he works with.

Godrej Industries. Top Management

Vijay - have found your approach professional and response very prompt. Good understanding in Wealth Management and Asset Allocation. Keep up the good work.

Mr. Suyog Sarda Senior Data Scientist
Cred Avenue Private Limited

Vijay Maheshwari is an exceptional professional who stands out for his remarkable skills in strong analytical skill and goal management. He has a keen eye for detail and is highly skilled in analyzing complex financial data to provide innovative solutions to his clients. Moreover, Mr. Maheshwari is highly proficient in goal management, and he has a proven track record of delivering exceptional results for his clients. He takes a strategic approach to his work, developing customized strategies that are aligned with his clients' goals and objectives, and implementing them in a precise and effective manner.

CGG India Ltd. Top Management

I am having a great experience working with you Vijay and I have always been loosing money in the share market before I met you. Your guidance and knowledge of market is great and am actually making money now. You have great ability to listen patiently and also you do not hesitate to share your views and also make me aware of all the risks which makes a great partnership to work. I would certainly like to thank you to work on my portfolio and wealth management and that's the primary reason I am relaxed in these dificult times as you have secured and diversifed my investments.

Mr. Anil SK Media Consultant

Vijay Maheshwari is an exceptional professional who consistently delivers outstanding performance. His dedication, commitment, and exceptional work ethic make him a valuable asset to any organization he works with. Mr. Maheshwari's exceptional performance is reflected in his ability to consistently meet and exceed expectations. He takes a proactive approach to his work, constantly seeking new opportunities to improve his clients' financial outcomes and achieve their goals. His strong business acumen, analytical skills, and expertise in wealth management and financial planning enable him to provide innovative solutions to complex challenges.

HCL Technologies Ltd. Top Management

Vijay, you have been one of the finest wealth advisor for me and I've seen the way you have taken keen interest in understanding my risk appetite and projecting the investments in such a way that it provides a risk-free consistent returns over a period of time. Your association in the last so many years that I've known you, you have helped me grow my investments with excellent returns over a short period of time. I highly recommend people who are keen to see their funds grow to safely bet on your instincts. Thank you for always being there!! Truly appreciate your help.

Mr. Akash

Vijay Maheshwari is an exceptional professional who is known for his expertise in EQ based investing, trust, and transparency. He is highly skilled and experienced in the areas of wealth management, financial planning, and corporate treasury management, and he has a proven track record of delivering exceptional results for his clients. Mr. Maheshwari's expertise in EQ based investing is highly commendable, and he has a deep understanding of the importance of trust and transparency in developing long-term relationships with clients. He takes a personalized approach to his work, building strong relationships with his clients and tailoring his strategies to their unique needs and goals. Moreover, Mr. Maheshwari is highly committed to transparency in his work, ensuring that his clients have access to all the information they need to make informed decisions about their investments. He is known for his exceptional communication skills and his ability to build trust with his clients, which is critical to achieving success in the world of wealth management.

UPL Ltd Top Management

I have been associated with Vijay Maheshwari since two years and he is the best investment advisor I could have hoped for. The returns on my investment has been consistent and satisfactory as Vijay is a sharp and well informed professional when it comes to financial matters! I highly recommend his services to anyone looking for sound investment advice with least amount of hassle.

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