Vijay Maheshwari, CWM: Building Financial Azadi for India and the World
Navi Mumbai (Maharashtra) [India], August 14: Vijay Maheshwari, Chartered Wealth Manager® (CWM®), has become a recognised name in India’s wealth management industry — known for blending deep financial expertise with a client-first philosophy. As the founder of Stocktick Capital (A Venture of Waymark Enterprises Pvt Ltd), he has dedicated his career to empowering individuals, families, [...]
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Navi Mumbai (Maharashtra) [India], August 14: Vijay Maheshwari, Chartered Wealth Manager® (CWM®), has become a recognised name in India’s wealth management industry — known for blending deep financial expertise with a client-first philosophy. As the founder of Stocktick Capital (A Venture of Waymark Enterprises Pvt Ltd), he has dedicated his career to empowering individuals, families, and business leaders to achieve Financial Azadi, a state of true financial freedom where wealth not only grows but also sustains lifestyles, legacies, and long-term aspirations.
From Navi Mumbai to serving clients across India and the globe, Vijay’s journey reflects trust, discipline, and empathy. Starting in 2017 with a vision to democratize wealth management, he has built Stocktick Capital into a boutique advisory firm that serves HNIs, Ultra HNIs, senior management professionals, and increasingly, Non-Resident Indians (NRIs) seeking clarity on managing wealth between geographies.
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®
+91 70458 72668
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