Short of time to focus on managing wealth? Our proprietary approach is aimed at protecting and preserving the assets you have worked diligently to build, while identifying ways to bolster earnings for future endeavors. We serve as a trusted fiduciary advisor at every stage — so you can focus on what matters.
About the firm
We help you take off in the right direction financially.
At Abnay WealthWise, we assist you in making the optimal choices in aligning your risk appetite and aspirations. Our integrated yet personalized approach toward investment planning and wealth management involves a great deal of deliberation to determine the right objectives.
Our philosophy
We believe the true meaning of wealth extends beyond asset building — toward living a fuller life experience.
SEBI Registered (Associate)
IRDAI Registered IMF
AMFI Member
At Abnay WealthWise, we provide investments and wealth management advisory and services to individuals, Non-Resident Indians (NRIs) and family offices, as well as corporates for their treasury management needs.
Being a boutique wealth services firm, we have the rare edge of offering both advisory as well as product distribution services — meeting all your wealth planning needs under one roof.
We are an IRDAI registered Insurance Marketing Firm licensed to deal in insurance, mutual funds and other financial products. Our associate arm is a SEBI Registered Investment Advisor.
We work with
A boutique partner for the people steering serious capital.
From entrepreneurs short of time to family offices managing generational wealth, our advisory adapts to where you are in the journey.
We facilitate investment and wealth management activities of high-net-worth families in collaboration with family offices. We help identify investment propositions that are differentiated and strategic in value while considering succession planning and wealth transfer — backed by legal, administrative and MIS support.
A plethora of attractive options exist for NRI and foreign investment in India that offer comparatively higher yields and fixed-income alternatives. We help identify opportunities and structure investment needs, regulated under FEMA and within the guidelines defined by RBI.
We assist corporates in prudently managing surplus funds and short-term cash flow surplus through a careful selection of money market instruments, liquid and overnight funds — optimizing working capital deployment without compromising liquidity.
We endeavor to cater to wealth management needs through research-based advice and customized recommendations. Diligent portfolio governance, efficient execution, rigorous risk assessment and regular monitoring — all built around your goals.
Our approach
A four-step rhythm — designed to compound, not chase.
We believe in process discipline. Every mandate begins by clarifying priorities, then defining risk, executing with intent and revisiting often.
1
Establish the priorities of financial needs
2
Define risk appetite
3
Devise & execute the charted strategy
4
Periodically assess & analyze progress
Our founders
Built on three decades of business and investing experience.
The Maheshwari family has spent a generation building, investing and advising — Abnay WealthWise is the firm that brings that experience to other families.
Basant Maheshwari
Founding PartnerBasant Maheshwari's experience of over 35 years as an industrialist and entrepreneur is his greatest asset and qualification. His knowledge across manufacturing, insurance and wealth management drives operations and strategic partnerships for the firm. His entrepreneurial legacy and strong work ethic have been the architect of the firm's investment and insurance philosophies.
Yashraj Maheshwari
Investment Adviser & EntrepreneurYashraj drives Investment Advisory with over a decade of experience across infrastructure, real estate and financial services. A Certified Financial Planner (CFP), he holds a B.E. in Mechanical Engineering from Manipal University and an MSc. in Engineering Business Management from the University of Warwick. He combines business and finance acumen with rigorous research to drive long-term investment strategies.
Get started
There is much more to making the right investments.
Speak with an Abnay advisor for an unbiased review of your portfolio, insurance and long-term plan — no obligation, no product push.