Vijay maheshwari, a nance professional with 9 years of experience in wealth management field worked and partnered with Motilal Oswal Asset Management Co Ltd and other leading AMC. He advises some of the leading families and holds a specialization in a strategy of “Financial Independence”. Vijay is very passionate about his work and he works like an enterprising entrepreneur who would like to make it big.

Expertise

• ⇢ Wealth Management
• ⇢ Financial Planning
• ⇢ Corporate Treasury Management
• ⇢ Strong Business Acumen
• ⇢ Analytical Skills

Values

Entrepreneurial mindset, positive attitude, hunger to learn and client-focused approach are his key attributes. He believes that a client-focused approach is his key attribute. He believes that the client and advisor relationship is like a marriage that needs to be nurtured with trust and care. He is always available for his clients during thick and thin and will go all out his way to help his clients. He has a passion for numbers, learning new things and sharing knowledge. He is very meticulous and ethical in his work.

Education

• ⇢ MBA in Banking and Finance with super specialization in Wealth Management.
• ⇢ Graduation in Management Studies and Finance.
• ⇢ Certification by National Institute of Securities Market in Financial Product.

Achievements

• → Outstanding Performance for the three consecutive Month in FY 20-21.
• → Star performer for the year & Outstanding Performance for FY 20-21.
• → Star performer for the year & Outstanding Performance for FY 19-20.
• → Exceptional Performance in AUM growth for FY 18-19
• → Super Achiever – In Asset Allocation for FY 17-18
• → Mega achiever for the Quarter in FY 16-17
• → Mega achiever for the Quarter in FY 15-16