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Shilpi Maheshwari
WealthCraft Consultants
Registered Investment Advisor
Surat
SEBI RIA
#INA000019682
Fee Based Registered Financial Advisor
No commission-based products
This financial advisor operates on a fixed AUM or fee-only basis, ensuring their recommendations are aligned with your best interests.
Contact Information
Address
Flat No. C/1101, Vill. Vesu, Rajhans Cremona, Surat, Gujarat - 395007.
About Shilpi Maheshwari
Shilpi Maheshwari, Founder of Wealthcraft Consultants, is an experienced Chartered Accountant and passionate Educator with a demonstrated track record in the financial services industry. A dual graduate from ICAI and ICSI, she brings strong expertise in investment advisory, equity research, financial modelling, financial planning & analysis, and corporate law. Shilpi combines her technical proficiency with a client-first mindset, helping individuals and businesses achieve clarity, structure, and growth in their financial journeys.
At Wealthcraft Consultants, Shilpi has built a boutique advisory firm that provides bespoke financial solutions tailored to each client’s needs. The firm’s approach is rooted in macro perspectives and multi-asset allocation, ensuring that every portfolio balances opportunity with risk while staying aligned with individual goals. Clients benefit from end-to-end support—from legal structuring and investment execution to compliance and tax planning post-gains—making Wealthcraft a trusted long-term partner.
The firm’s vision is to create a future where every individual and business achieves financial prosperity through tailored strategies, expert guidance, and unwavering commitment. Its mission, “Empowering Wealth Creation with Financial Satisfaction”, is driven by values of integrity, fiduciary responsibility, customization, education, accountability, and social responsibility.
Whether it is personal legal guidance, compliance support, or strategic consulting, Shilpi and her team deliver solutions that unlock financial potential while providing peace of mind. By blending technical expertise with a holistic outlook, Wealthcraft Consultants ensures that wealth creation remains a structured, sustainable, and empowering process for all clients.
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