Basant Maheshwari Wealth Advisors LLP – Portfolio Management Services (PMS)

The firm's investment strategy centers on identifying companies characterized by stable and recurring revenue streams, exhibiting a propensity for sustained, above-average earnings expansion over extended investment horizons. Our portfolio management services are meticulously tailored, commencing with a comprehensive assessment of client needs, to construct portfolios designed to align with individual financial objectives and aspirations.

AUM (₹ Cr)

328.04

Clients

306

As On

31 January 2025

Portfolio Managers & Fund Management Team

Mr. Basant Maheshwari

Fund Manager

With an accomplished career spanning 28 years in equity market investment, he operates as a dedicated, full-time investor. He holds a degree in Commerce from St. Xavier's College, Kolkata, and is a qualified Cost Accountant. His investment acumen has been demonstrated by the identification of numerous high-performing stocks over the past decade, including notable examples such as Pantaloon Retail, Page Industries, Titan Industries, Hawkins Cooker, Gruh Finance, Repco Home Finance, Canfin Homes, Bajaj Finance, and Avenue Supermarts. He is also the author of the successful publication "The Thoughtful Investor: A Journey to Financial Freedom through Stock Market Investing." In 2006, he established the online platform www.theequitydesk.com, a forum for investors to exchange insights and strategies. Between 2011 and 2015, he successfully managed "Basant's Corner," a stock advisory service with a subscriber base exceeding 500 individuals. Since February 2016, he has served as Co-founder and Fund Manager at Basant Maheshwari Wealth Advisers LLP, a SEBI-registered Portfolio Management Service (PMS). This fund currently manages assets exceeding ₹300 crores and has garnered multiple accolades and awards for its exceptional performance. He is a frequent contributor to prominent media outlets, including CNBC TV18, ET Now, NDTV Profit, Bloomberg Quint, CNBC Awaaz, and Zee Business. The March 2013 edition of Reader's Digest recognized him in their featured article, "Secrets of Self-Made Millionaires."

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Regulatory Information

SEBI Registration: INP000004946

Registered Office: Office No. 701, 7Th Floor, Plot 211, Dalamal Tower, Free Press Journal Marg, Nariman Point,Mumbai,Maharashtra,India-400021

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)