Basant Maheshwari

Examiner
DISC Type : cs

Co Founder and Partner at Basant Maheshwari Wealth Advisers LLP

Mumbai, Maharashtra, India

Overview

Basant Maheshwari is the Co-founder and Partner at Basant Maheshwari Wealth Advisers LLP, a SEBI-registered portfolio management firm. A Cost Accountant and graduate of St. Xaviers College, Kolkata, he has over two decades of experience in equity investing and is known for identifying prominent multi-bagger stocks. People often call him reliable.

He is a regular commentator on major business news channels like CNBC TV18 and ET Now, sharing his insights on market trends. An avid writer on financial topics, he frequently discusses investment strategies and philosophies. In an interview, he mentioned he enjoys traveling to different countries and driving.

He authored the bestselling book, "The Thoughtful Investor, " and founded the online financial portal TheEquityDesk. com in 2006 to create a platform for investors.

Personality Overview

Tough To Convince

Late Adopter

Status Quo Seeker

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

Growth Investing
His investment philosophy focuses on identifying sector-leading companies with the potential for high, long-term earnings growth, a strategy that has defined his career.
Wealth Management
As co-founder of a portfolio management service, he is deeply involved in creating strategies for wealth creation and retention for high-net-worth individuals.
Financial Education
Through his book "The Thoughtful Investor" and the founding of TheEquityDesk. com, he aims to empower investors by sharing his knowledge and strategic insights.

Media Appearances

Basant has no verified media appearances

Work History

6-2015
Co Founder and Partner at Basant Maheshwari Wealth Advisers LLP
6-2006
Founder at TheEquityDesk Dot com

Education

1992 - 1995
AICWA from Institute of Cost Accountants of India
1991 - 1994
BCom from St. Xavier's College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Mumbai, Maharashtra, India Job Level : Leadership Designation : Co Founder and Partner at Basant Maheshwari Wealth Advisers LLP
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Insights For Selling To Basant

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Basant is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Basant

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Basant move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Basant take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Basant

Personality Compatibility


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