Mr. Abhay Maheshwari
Mr. Abhay Maheshwari is an experienced Wealth Consultant, Equity Investor, Financial Advisor, and Entrepreneur working in Capital Markets with an experience of 20 years based at Bhopal and Mumbai. Skilled in wealth preservation, planning, and management, he manages Investment Portfolios on behalf of NRIs, private clients, foundations, HNIs and pensioners. Portfolio Consultants have a fiduciary duty to act with care, honesty and good faith, always in the best interest of the clients, their money and attaining various goals which results in a higher level of trust and to keep himself updated and educated with current trends, he attends various training programmes, seminars and workshops, by various fund managers, country heads and investment managers of various Fund Houses throughout the country.
He has given many presentations and conducted many workshops on ‘How to build Personal Portfolios’. As an entrepreneur, he manages a prodigious commercial complex, Madhu Chambers leased out to different corporates and companies in a prime commercial cum shopping centre at Bhopal and looks after the routine affairs and liaison with various big corporates and companies, admin heads, government departments and real estate agencies for the smooth running of the acreage.
A qualified MBA in Marketing and M.Com in Financial Management, he is a Vice President and Board Member of AADHAAR GYAN DHATARI SAMITI, BHOPAL and holds professional certifications like Chartered Financial Goal Planner Certification (CGFP) by American Academy Of Financial Management (AAFM INDIA), New Delhi, Association Of Mutual Funds of India (AMFI), Mumbai, National Institute of Securities Market (NISM), Mumbai, and an Insurance Regulatory Development Authority (IRDA), Mumbai.