CA Nimish Maheshwari

Energizer
DISC Type : I

Member of Banking Financial Services and Insurance Committee at Western India Regional Council (WIRC) of the ICAI

Rajasthan, India

Overview

A Chartered Accountant, Nimish Maheshwari is the Co-Founder of financial media platform Beat The Street and Fund Manager for Sunrise India Growth Fund. He translates his expertise in equity research, gained from consulting and family office roles, into managing an AIF that invests in Indias growth story and educating over 100, 000 followers.

His financial platform, Beat The Street, began as a YouTube channel during the COVID-19 pandemic to make company analysis accessible to retail investors.

Personality Overview

Believer

Relationship Oriented

Informal

They are not always early adopters but can be pursuaded by leveraging strong relationships.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Indian Growth Investing
He is the Fund Manager for the Sunrise India Growth Fund, an AIF specifically created to invest in companies integral to India's economic growth story.
Financial Literacy
Co-founded Beat The Street, a platform with over 100, 000 followers, with a mission to simplify complex financial analysis for retail investors.
Corporate Governance
His analysis, featured in publications like the Economic Times, often focuses on identifying corporate governance issues and red flags to protect investors.

Media Appearances

CA has no verified media appearances

Work History

4-2025
Member of Banking Financial Services and Insurance Committee at Western India Regional Council (WIRC) of the ICAI
2-2025
Fund Manager at Sunrise India Growth Fund
3-2024 - 4-2025
Member of Financial market & Investor Protection Committee at Western India Regional Council (WIRC) of the ICAI
10-2023
Contributor at Smartkarma
4-2023
Contributor at The Core

Education

3-2017 - 9-2021
Chartered Accountant from The Institute of Chartered Accountants of India
2016 - 2019
Bachelor of Commerce from Maharshi Dayanand Sarswati University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Rajasthan, India Job Level : Middle Designation : Member of Banking Financial Services and Insurance Committee at Western India Regional Council (WIRC) of the ICAI
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Insights For Selling To CA Nimish

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Be friendly and entertaining in your conversation
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with CA Nimish is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from CA Nimish

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will CA Nimish move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can CA Nimish take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And CA Nimish

Personality Compatibility


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