Vijay Maheshwari, CWM® — Co-Founder
“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.”
Stackforce AI infers this person is a Wealth Management expert with a focus on HNI and NRI clients.
Location: Navi Mumbai, Maharashtra, India
Experience: 12 yrs 11 mos
Skills
- Wealth Management Services
- Investment Advisory Services
- Financial Planning
- Financial Services
Career Highlights
- Founder of a top 50 startup in 2024
- Managed over ₹500Cr in client AUM
- Achieved 98% client retention rate
Work Experience
Stocktick Capital
Founder (7 yrs 9 mos)
Motilal Oswal Financial Services Ltd
Manager- Associate Financial Advisor (2 yrs 5 mos)
ICICI Bank
Assistant Manager (2 yrs 9 mos)
Education
Master of Business Administration - MBA at T A Pai Management Institute, Manipal
Bachelor of Business Administration - BBA at Mumbai University Mumbai