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.

Investment portfolio

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

Trusted Insurance Planning — MDRT 2022–23, COT 2024, with Global Recognition

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

Wealth Basket

Wealth management offers a complete approach to managing and growing wealth

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..

Registered mutual fund distributor

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities. Mutual funds give small or individual investors access

PMS, SIF, AIF Specialist

We specialize in PMS (Portfolio Management Services), SIF (Strategic Investment Funds), and AIF (Alternative Investment Funds). Our expert solutions are designed to meet the unique needs of HNIs, family offices, and institutional investors.

Fixed Income Investments

We are specialists in Fixed Income Investments, offering stable and secure returns with low-risk strategies. Our solutions are ideal for conservative investors seeking consistent income and capital preservation.

MUTUAL FUNDS

GENERAL INSURANCE

HEALTH INSURANCE