Sheetal Maheshwari is a distinguished CERTIFIED FINANCIAL PLANNER (CFP), a trusted AMFI Registered Independent Financial Associate, and a Registered PMS Distributor, currently based in Mumbai. With a robust professional journey spanning over two decades, she stands at the unique intersection of personal finance expertise and lifestyle transformation.
Sheetal’s journey into the world of finance began with deep immersion in Mutual Fund Research, Investment Analysis, and Corporate Reporting, shaping her analytical edge and market foresight. Over the years, she has held key roles across reputed financial institutions, including a notable stint as a Financial Research Analyst with a leading Asset Management Company.
Adding a prestigious layer to her career, Sheetal also served as General Manager of Investments at Kedia Securities, where she worked closely in the office of Mr. Vijay Kedia, one of India’s most respected and successful investors. Her insights and disciplined approach have been honed by hands-on experience managing large investment portfolios with long-term growth vision.
Since 2016, Sheetal has been at the helm of SSRVN Money, a boutique wealth advisory firm she co-founded and currently leads as CEO. She offers personalized wealth management and investment advisory services to over 60 families and entities, guiding them with integrity, clarity, and commitment.
Her deep understanding of financial instruments, coupled with an empathetic and ethical approach, has earned her long-standing trust among clients across various geographies and income groups. Whether advising on mutual funds, PMS, debt instruments, or goal-based planning, her focus remains simple – to help clients create wealth with purpose and peace of mind.
Beyond numbers and investments, Sheetal carries a profound passion for personal growth and holistic living. She is actively associated with ISKCON, serving as a Lifestyle Mentor. Her work here focuses on helping individuals bridge their material aspirations with spiritual balance, rooted in the timeless principles of Vedic lifestyle management.
She has conducted numerous sessions and one-on-one mentoring programs that combine financial literacy with life coaching, making her a rare blend of a financial expert and a mindful mentor.
With years of experience in engaging with people from varied backgrounds, Sheetal has developed a specialization in Identifying Personality Types and Conducting Need Assessment Studies for individuals. Her unique skill in reading people and understanding their aspirations allows her to personalize financial plans not just by numbers, but by nature.
Sheetal holds an MMS, Master’s in Management Studies with a specialization in Finance and a Bachelor’s Degree in Commerce from the University of Mumbai. She further solidified her credibility by earning the globally respected CFP® certification from the Financial Planning Standards Board (FPSB).
Key Areas of Expertise:
Investment & Wealth Advisory
Mutual Fund Research & PMS Distribution
Goal-Based Financial Planning
Lifestyle Mentoring (Vedic & Modern Integration)
Personality Typing & Holistic Need Analysis
Women & Family Finance Empowerment
Why Invite Sheetal Maheshwari as a Speaker?
Sheetal brings to the stage a rare duality, the precision of a financial strategist and the depth of a lifestyle coach. Her talks are insightful, relatable, and actionable, making her a favorite among corporate audiences, women-centric events, financial literacy forums, and spiritual wellness retreats.
She doesn’t just teach how to grow wealth; she empowers people to live purposefully with it.
