Vijay Maheshwari, CWM®

Co-Founder

Navi Mumbai, Maharashtra, India12 yrs 11 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of a top 50 startup in 2024
  • Managed over ₹500Cr in client AUM
  • Achieved 98% client retention rate
Stackforce AI infers this person is a Wealth Management expert with a focus on HNI and NRI clients.

Contact

Skills

Core Skills

Wealth Management ServicesInvestment Advisory ServicesFinancial PlanningFinancial Services

Other Skills

Portfolio ManagementMutual FundsTax PlanningRetirement PlanningRisk ManagementAsset AllocationFinancial AccountingFinancial ManagementBusiness StrategyFundingFinancial ModelingFinancial AnalysisMarket ResearchTeam Management

About

“True wealth isn’t just about numbers — it’s about clarity, confidence, and consistency.” I’m Vijay Maheshwari, CWM®, and I help Indian, NRI & HNI families build long-term wealth in a way that feels simple, transparent, and genuinely aligned with their goals. As the Founder of Stocktick Capital, an AMFI-registered wealth management firm, I’ve spent the last 13+ years guiding professionals, business owners, and families toward financial freedom. From my early days at ICICI Bank and Motilal Oswal to managing ₹500Cr+ in client AUM today — one thing has remained constant: my belief that money should empower you, not overwhelm you. 🌟 What We Stand For at Stocktick Capital Personalisation — Every family is unique, and your portfolio should be too. Performance — Decisions backed by research, discipline, and emotional intelligence. Partnership — We don’t just advise; we walk with you through every milestone. 💼 What I Can Help You With • NRI & HNI Wealth Management • Mutual Funds & SIP Planning • Tax-efficient & Retirement Strategies • Insurance & Wealth Protection • Estate & Succession Planning • Financial Freedom Planning for Families & SMEs 🏆 A Little Recognition Being named among the Top 50 Startups of 2024 strengthened our mission: helping people invest with purpose — not pressure. 💬 Let’s Connect If you want to simplify your finances, plan for the future, or create a goal-based strategy for your family, I’d be happy to help. 🔗 Visit: vijaymaheshwari.com | stocktick.in “Invest Smart. Retire Early. Build Wealth with Clarity.”

Experience

Stocktick capital

Founder

Jul 2018Present · 7 yrs 9 mos

  • Built a client base of 1000+ investors with Assets Under Advisory (AUA) of ₹500 Crores
  • Onboarded 300+ families into systematic SIP investing for long-term wealth creation
  • Achieved 98% client retention through personalized goal-based investing strategies
  • Partnered with 15+ leading AMCs, including HDFC, ICICI Prudential, Axis, and SBI Mutual Funds
  • Recognized as a Top 50 Startup 2024 in the financial advisory sector
Portfolio ManagementMutual FundsWealth Management ServicesInvestment Advisory Services

Motilal oswal financial services ltd

Manager- Associate Financial Advisor

Jan 2016Jun 2018 · 2 yrs 5 mos · Mumbai, Maharashtra, India · On-site

  • Advised 200+ HNI, NRI & retail clients on wealth creation through mutual funds, SIPs, and equity-based strategies
  • Achieved 120%+ of quarterly revenue & acquisition targets through strategic cross-selling and strong relationship management
  • Recognized for exceptional cross-selling performance and delivering holistic, client-centric financial solutions
  • Conducted multiple investor awareness workshops on SIP benefits, disciplined investing, and managing market volatility
Mutual FundsTax PlanningWealth Management ServicesFinancial Planning

Icici bank

Assistant Manager

Mar 2013Dec 2015 · 2 yrs 9 mos · Navi Mumbai, Maharashtra, India · On-site

  • Managed key retail banking relationships with a focus on savings, loans, and investment products
  • Recognized twice as the “Shining Star of the Month” for exceptional customer service and sales performance
  • Acquired 150+ new customers for mutual fund and insurance products
  • Built a strong foundation in financial planning, risk assessment, and client portfolio management
Mutual FundsTax PlanningFinancial ServicesFinancial Planning

Education

T A Pai Management Institute, Manipal

Master of Business Administration - MBA — Banking and Financial Support Services

Jul 2012Mar 2013

Mumbai University Mumbai

Bachelor of Business Administration - BBA — Finance and Financial Management Services

Jul 2009May 2012

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