Himanshu Maheshwari

A 21st century Life {Goals} Planner enriched with 23 yr experience of one-to-one dealing with each of my 'investors'. An entrepreneur almost since start, equipped with my management background, my hands-on practice is an edifice on four pillars: INTEGRITY • COMPETENCE • SERVICE • RELATIONSHIP Mutual Funds oriented solutions for attaining {financial} Life Goals is core to my practice. Migrated from selling life insurance policies to mutual funds. Successfully able to pre-empt my investors into envisaging complex realities and day-to-day issues of Retirement years and Higher education for children, et al. In a connected world which is overladen with information, yet scarcer with knowledge & wisdom, have been able to establish my USP as a wise planner. Even more so when investor behavior is often misguided by cognitive biases. Simplicity-obsessed for my ‘investors’, yet deeply process oriented in each aspect of running advisory practice.