We help you take-off
in the right direction financially

At Abnay WealthWise, we assist you in making the optimal choices in aligning your risk appetite and aspirations. Our integrated yet personalized approach towards investment planning and wealth management involves a great deal of deliberation to determine the said objectives.

We believe that the true meaning of wealth extends beyond asset building - towards living a fuller life experience.

At Abnay WealthWise, we provide investments & wealth management advisory and services to individuals, Non-Resident Indians (NRIs) and family offices as well as corporates for their treasury management needs. Being a boutique wealth services firm, we have the rare edge of offering both advisory as well as product distribution services thereby meeting all your wealth planning needs under one roof. We are an IRDAI registered Insurance Marketing Firm licensed to deal in insurance , mutual funds and other financial products. Our associate arm is a SEBI Registered Investment Advisor.
We Work With
Entrepreneurs and Professionals
Often, entrepreneurs and professionals are short of time to focus on managing their wealth. Our proprietary approach is aimed at protecting and preserving the assets you have worked so diligently to build, while identifying ways to potentially bolster your earnings to gear up for future endeavors. For every stage and lifestyle goal, we serve as a trusted fiduciary advisor, such that you can focus on matters relevant to you. 
Family Offices
We endeavor to facilitate the investment and wealth management activities of high net worth families in collaboration with family offices, we support identification of investment propositions which are differentiated and strategic in value whilst considering succession planning and wealth transfer. We add value by offering legal, administrative and MIS support that offer a bird's eye view as well as in-depth analysis. 
Non-Resident Indians
There is a plethora of attractive options for NRI and foreign investment in India which offer comparatively higher yields and fixed income options. We help identify opportunities and structure investment needs of NRIs to safely and securely invest in the world's fastest growing economy, regulated by Foreign Exchange Management Act (FEMA) and within the guidelines defined by RBI. 
Corporate Treasuries
We assist corporates to prudently manage their surplus  funds and short-term cash flow surplus through a careful selection of money market instruments, liquid and overnight funds to optimize their working capital deployment.
Ultra-High and High Net Worth Individuals
We endeavor to cater to the wealth management needs of our client by providing them with researched based advice and customized recommendations. We follow diligent portfolio governance through efficient execution, risk assessment and regular deployment of monitoring mechanisms. 
Our approach
Establish the priorities
of financial needs
Define risk appetite
Devise and execute the
charted strategy
Periodically assess
and analyze progress

Our Founders

Basant Maheshwari
Founding Partner
Basant Maheshwari’s experience of over 35 years as an industrialist and entrepreneur are his greatest asset and qualification. His knowledge in diverse segments like manufacturing, insurance and wealth management is key to driving operations and developing strategic partnerships for the firm. His entrepreneurial legacy and strong work ethic have been the architect of the firm’s investment and insurance philosophies.
Yashraj Maheshwari
Investment Adviser and Entrepreneur
Yashraj Maheshwari drives Investment Advisory and has over a decade of experience in sectors spanning infrastructure, real estate and financial services.Yashraj is a Certified Financial Planner(CFP) and holds a Mechanical Engineer (B.E) from Manipal University, a Master’s degree (MSc.) in Engineering Business Management from university of Warwick. Through a combination of business and finance acumen and robust research and analysis, he drives investment strategies for the long-term.

Disclaimer: All investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance of the schemes is neither an indicator nor a guarantee of future performance. Insurance is the subject matter of the solicitation. For more details on policy terms, conditions, exclusions, limitations, please refer/read policy brochure carefully before concluding sale.
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