Vivek Maheshwari

N/A

Retirement Adviser

Service Location

Mumbai

Professional Licenses

PRFDA

#RAN00000884I

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

A-1/702, Shree Laxmi Residency, N.M Joshi Marg, Byculla West, Mumbai - 400027, Maharashtra.

Website

Client Focus & Services

Best suited for

Pre-retirees planning their exit from the workforce and recent retirees managing their retirement income. Individuals approaching retirement age (55+) who need help with retirement income strategies, Social Security optimization, and ensuring their savings last throughout retirement.

Problems solved

Retirement income planning, Social Security optimization, required minimum distributions, retirement budget creation, longevity risk management, pension decisions, healthcare cost planning, withdrawal strategy optimization, inflation protection, tax-efficient retirement distributions.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation which may create potential conflicts of interest.

About Vivek Maheshwari

Vivek Maheshwari is a PFRDA-registered Retirement Adviser based in Mumbai, bringing specialized expertise in retirement planning and long-term financial preparedness. With a deep understanding of pension structures, regulatory frameworks, and retirement income strategies, he helps individuals build durable, future-ready financial roadmaps. His advisory approach focuses on clarity, discipline, and suitability, ensuring that each client’s retirement decisions align with their unique needs and risk tolerance.

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