Maheshwariinvestment
  • MUTUAL FUNDS

    Flexibility in investment

  • GENERAL INSURANCE

    Insurance for all your needs

  • HEALTH INSURANCE

    Protection against future medical expenses

  • FINANCIAL PLANNING

    Keeping you on the right path

  • TAX PLANNING

    Are you utilizing all tax saving opportunities

ABOUT US

Maheshwari Investment, founded by Amit A. Holani, is built on a legacy of trust, experience, and an unwavering commitment to quality services.

With over 24 years of extensive experience in the financial services industry, 

Amit A. Holani has dedicated his career to advising, servicing, and managing relationships for Ultra High Net-Worth Individuals (UHNWIs). His expertise spans across multiple asset classes, always with a focus on delivering personalised, value-driven solutions that stand the test of time.

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OUR SERVICES

Investment portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Insurance Planning

Insurance is an important risk management tool that can protect you and your family from financial hardship..

Wealth Basket

Wealth management is an investment advisory service that combines other financial services

Tax Planning

Tax planning involves optimizing your wealth creation and protecting your health, life and assets..

Retirement Planning

Two things are certain – (1) we all are mortal and (2) we all are supposed to retire one day or other..

Estate Planning

Why should we make a Will? We all are busy in creating wealth for our consumption..

FINANCIAL PLANNING TOOLS

Child Education
Children's Marriage
Dream Car
Dream Vacation
Retirement Planning
Custom Goal

CLIENT TESTIMONIALS

KNOWLEDGE AND LEARNING

Educational Video

Educational Video

Fundzbazar Registration