Vijay Maheshwari, CWM: Building Financial Azadi for India and the World

Retirement & Legacy Solutions for a Global Clientele

One of the most pressing challenges for today’s affluent families, whether in India or abroad, is ensuring retirement security. NRIs often face the added complexity of balancing investments between home and overseas markets while planning to eventually settle in India. Vijay Maheshwari addresses this gap with retirement-focused wealth frameworks that provide:

• Sustainable Retirement Income Models: Structured SWP (Systematic Withdrawal Plans) across multi-asset portfolios that ensure consistent income streams without depleting capital.
• Goal-Based Longevity Planning: Strategies designed for 20–30 years of post-retirement financial security, factoring in inflation, lifestyle, and healthcare costs.
• Legacy & Inter-Generational Wealth Transfer: Tailored estate and succession planning solutions that ensure wealth is passed seamlessly, tax-efficiently, and purposefully.
• Global-NRI Integration: Guidance on combining foreign income and India-based investments, ensuring compliance and efficiency while maximising retirement readiness.

EQ-Based Investing: Blending Intelligence with Empathy

Vijay’s approach is rooted in EQ-based investing, a philosophy that combines market intelligence with emotional understanding. By aligning portfolios not only to financial metrics but also to life goals, he ensures that clients achieve clarity, confidence, and control over their wealth.

Whether it’s a senior executive in Mumbai, a business promoter in Delhi, or an NRI family in Dubai planning to retire in Pune, his solutions are tailored, research-backed, and deeply personal.

Beyond Returns: Building Trust and Financial Clarity

“What sets us apart is not just the products or returns, it’s the clarity we bring to clients’ lives,” says Vijay Maheshwari. “We walk with them through every stage, whether it’s funding their children’s education, securing retirement income, or building a legacy that outlives them.”

This client-centric approach has allowed Stocktick Capital to grow steadily, built primarily through referrals and long-term relationships. Unlike traditional institutions, the firm avoids a one-size-fits-all approach and instead emphasizes boutique, high-touch advisory services.

A Vision for the Future

With over 15 years of industry experience, multiple financial certifications, and the prestigious CWM® designation, Vijay Maheshwari continues to expand Stocktick Capital’s reach, both in India’s emerging wealth hubs and global NRI corridors. His mission is clear: to make Financial Azadi a reality for every client, regardless of geography.

As India emerges as one of the world’s fastest-growing wealth markets, Vijay believes the future lies in trusted, ethical, and purpose-driven advisory brands. For him, wealth management is not just about numbers, it’s about creating freedom, peace of mind, and long-term prosperity for individuals, families, and the nation at large.

Vijay Maheshwari, CWM®

https://vijaymaheshwari.com/

+91 70458 72668

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