Vijay
Maheshwari, CWM®
Founder | Financial Architect | Revenue Strategy Advisor for SMEs | Transforming Lives with Financial Freedom
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
Expertise
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 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 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.
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.
Megastar
Award of Excellence
Award of Excellence
Award of Excellence
Award of Excellence
Shining Star of the Month
Certificate of Excellence
Winner Top Performer in Cross Sell Category
Certificate of Excellence
Archiver of the Month
Superstar of the Month
Certification of Appreciation
Certification of Appreciation
Certificate of Excellence
What My Clients Say?
Finance Tales: Customer First Approach
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!
Vijay Maheshwari is a highly skilled professional known for his exceptional abilities in relationship and risk management. He has a remarkable talent for building and maintaining strong relationships with clients, which is a testament to his impressive communication and interpersonal skills. Moreover, his 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. As a result, Mr. Maheshwari is widely regarded as a trusted advisor and a go-to resource for all matters related to risk management. Overall, his dedication, commitment, and exceptional work ethic make him a valuable asset to any organization he works with.
Vijay you are one of the best trusted, Humble, Sincere, and financial advisor for me. Also, you keep recent updates on the Financial Market. you are like one of my family members. Keep doing good work.
Vijay Maheshwari is a highly respected professional with a deep understanding of financial independence and lifestyle management. He has a proven track record of helping his clients achieve their goals through his exceptional skills in wealth management, financial planning, and corporate treasury management. Mr. Maheshwari takes a holistic approach to his work, designing customized strategies that are tailored to his clients' specific needs and goals. He is known for his dedication, commitment, and exceptional work ethic, making him a valuable asset to any organization he works with. Overall, his expertise in financial independence and lifestyle management has made a significant impact on the lives of many individuals.
Vijay - have found your approach professional and response very prompt. Good understanding in Wealth Management and Asset Allocation. Keep up the good work.
Cred Avenue Private Limited.
Vijay Maheshwari is a highly skilled professional with exceptional analytical skills and expertise in goal management. He can analyze complex financial data and provide innovative solutions to his clients. Mr. Maheshwari's strategic approach to his work has helped him deliver exceptional results for his clients. He develops customized strategies that align with his clients' goals and objectives, and implements them effectively. His proficiency in goal management has earned him a reputation as a trusted advisor.
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.
Vijay Maheshwari is a highly skilled and dedicated professional known for his exceptional performance in wealth management and financial planning. With a strong work ethic and commitment to excellence, he consistently exceeds expectations and adds value to any organization he works with. His proactive approach to problem-solving, combined with his expertise in business and analytics, allows him to provide innovative solutions and achieve his clients' financial goals. Mr. Maheshwari is a valuable asset to any team, and his commitment to delivering outstanding results makes him stand out as a top performer.
Vijay, you have been one of the finest wealth advisor for me and I've seen the way you have taken a keen interest in understanding my risk appetite and projecting the investments in such a way that it provides a risk-free consistent return 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 their instincts. Thank you for always being there!! Truly appreciate your help.
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.
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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