MONEY-MANTRA - Key Persons
Anup Maheshwari is a Founder and Financial Planner/ Investment Advisor at Money-Mantra, he aspires to achieve clients' goals.
Prior to Money-Mantra he was working as Senior Equity Analyst at Naman Securities, Mumbai researched on stocks across sectors. Before that he worked as Equity Research Analyst at KR Choksey, Mumbai; doing research on stocks pertaining to automobile and FMCG sectors. During his tenure with KRC he has got few opportunities to interact with Kishanbhai Choksey on various aspect of Stock market, sector and companies. He started his career with Centre for Monitoring Indian Economy (CMIE), Mumbai as an Information Officer where he imparted trainings and interacted with analyst, Investment bankers, portfolio advisor, bankers etc.
Anup has received his MBA (Finance) from University of Pune and also holds several certifications from the National Stock Exchange's NISM platform. He has over 12 years of experience in financial markets, Equity research, stock picking, wealth management and portfolio advice. He imparted lot of training programs for MBA colleges on topic related to Investments. Besides that he regularly conducts Investor Awareness Program for clients and institutions. Apart from his work he is socially connected with Rotary Club of Raipur as an active member since 2013.