Girish Maheshwari is a distinguished Chartered Trust & Estate Planner, CTEP®, an AMFI Registered Independent Financial Associate, and a respected expert in personal wealth management, succession planning, and lifestyle mentoring. With over 22 years of rich post-graduate experience, he has built a legacy of trust and transformation for HNI families, corporates, and financial institutions.
As the Co-Founder and COO of SSRVN Money, a boutique advisory firm based in Mumbai, Girish currently manages the financial journeys of over 60 families and entities, offering personalized strategies that combine long-term financial growth with legacy and estate clarity.
Corporate Leadership & Financial Expertise
Girish’s career began in the world of global finance and real estate consulting, where he held senior roles in CBRE and Cushman & Wakefield, two of the world’s largest International Property Consultancy firms. He also worked with an Indian private bank and served ultra-HNIs and corporates linked to global giants like Citibank, JP Morgan, Merrill Lynch BankAm, and Nomura.
His corporate contributions include:
Leading teams in HNI client servicing, business development, and stakeholder reporting
Executing large-scale CRM and key account management frameworks
Driving business continuity planning, change management, and contingency readiness
Serving on the Office Managing Committee for Mumbai, where he earned Annual Achievement Awards three years in a row
In 2016, Girish co-founded SSRVN Money, where he shifted from institutional advisory to independent wealth consulting. As COO, he now helps clients make sound financial decisions across:
Succession planning and estate management
Wealth preservation strategies
Investment advisory tailored to family values and long-term goals
Transitioning family businesses and creating intergenerational wealth continuity
He also served as a SEBI Registered Investment Adviser (RIA) from 2019 to 2023, bringing a fiduciary-grade approach to investment planning.
Beyond his technical acumen, Girish is a Lifestyle Mentor with ISKCON, guiding people in Vedic lifestyle management, a holistic approach that harmonizes material success with spiritual growth. His sessions blend ancient wisdom with modern life management principles, making him a sought-after coach for professionals, entrepreneurs, and families seeking deeper clarity in both money and life.
A specialist in Identifying Personality Types and Need Assessments, Girish draws from deep interpersonal experiences across geographies. He believes no financial plan is complete without understanding the person behind the portfolio—and he tailors his strategies to suit different personalities, temperaments, and value systems.
Academic Excellence
Chartered Trust & Estate Planner (CTEP®) – American Academy of Financial Management
Executive Senior Management Program – IIM Calcutta (Batch of 2014–15)
MMS in Marketing – University of Mumbai
Bachelor’s in Commerce – University of Mumbai
Girish is a versatile speaker whose sessions effortlessly move from technical finance to personal transformation. He’s known for simplifying complex estate concepts and inspiring audiences to make intentional life decisions.
Legacy Planning & Estate Structuring for Families
The Art of Succession: Preparing the Next Generation
Wealth With Purpose: Aligning Financial Goals with Life Values
Crisis-Proofing Your Financial Life: Risk, Continuity & Backup Planning
Vedic Wisdom for Modern Wealth Management
Personality-Based Financial Coaching & Leadership
Girish brings a unique blend of financial depth, corporate insight, and human understanding. His sessions are not just informative, they’re transformational. Whether he’s speaking to a boardroom of executives or a room full of young professionals, Girish has a rare ability to connect deeply and leave lasting impact.
He is ideal for:
Wealth management forums
Family office events
Corporate workshops
Spiritual lifestyle retreats
Succession planning seminars
