Amit A. Holani, MBA (NMIMS)
🌟 Maheshwari Investment Founded by Amit A. Holani, Maheshwari Investment is built on a legacy of trust, experience, and unwavering commitment to quality services.
With over 24 years of rich experience in the financial services industry, Amit A. Holani has dedicated his career to advising and managing relationships for Ultra High Net-Worth Individuals (UHNWIs). His approach focuses on personalized, value-driven solutions across multiple asset classes.
👤 Founder’s Profile
Amit A. Holani, MBA (NMIMS), brings deep expertise in:
✅ Wealth Product Servicing
✅ Fixed Income Investments
✅ Insurance Planning – Specializing in Life & Business Insurance
✅ Equity & Quality Mutual Fund Solutions
✅ Bespoke Portfolio Management Services (PMS), AIFs, SIFs
✅ Physical Share Assistance – Lost Certificates, Transmission Cases, IEPF Recoveries & more
🏆 Achievements & Recognitions
🌐 MDRT Member (2022 & 2023) – Global benchmark in insurance & financial advisory
🥇 COT Qualifier (2024) – A higher honor within MDRT for exceptional service
🚀 Recognized for fastest initial AUM creation in mutual funds
💼 Our Core Services
We offer our clients comprehensive and high-quality financial solutions under one roof:
📊 Fixed Income Products
🛡️ Tailored Insurance Solutions
📈 High-Quality Mutual Funds & Equity Portfolios
🧠 Value-Added PMS for Discerning Investors
🧾 Physical Share Services
We also professionally manage a dedicated division for Physical Shares:
🔍 Lost Certificate Cases
🔄 Share Transmission
📥 IEPF Claims & Recoveries
🛠️ End-to-End Guidance for Complex Shareholding Matters
🤝 Our Commitment
At Maheshwari Investment, we’re not just about financial products — we’re about building lasting relationships.
We are committed to:
✅ Differentiated advice
✅ Visible value addition
✅ Client-first approach
✅ Long-term trust and performance
“Always Client First. Built on Trust. Driven by Excellence.”
