CoreWealth · ARN 301383
Meet the Founder
Expertise in corporate governance, investment management, and financial education since 1999.
Credentials
Education
B'Com, Narsee Monjee College, Mumbai
Certification
Company Secretary (C.S.), ICSI — All India Rank
Experience
In Finance & Wealth Management Since 1999
Founder & CEO
Neelam
Maheshwari
An accomplished professional with an All India Rank from ICSI, Neelam brings a wealth of experience in corporate governance, industry practice, and investment management. Her academic grounding in Commerce from Narsee Monjee College, Mumbai, combined with her Company Secretary qualification, gives her a uniquely rigorous lens on financial markets.
As the driving force behind CoreWealth, she has spent over two decades building a practice centred on trust, discipline, and long-term wealth creation. She holds all mandated certifications for the advice of PMS, AIF, and Mutual Funds, and now brings that expertise to bear on India's newest investment category: Specialized Investment Funds.
Beyond portfolio management, Neelam is a passionate advocate for financial literacy. She has made it her mission to demystify investing for women and first-time investors, believing that access to quality financial education is the foundation of lasting prosperity.
Areas of Focus
Expertise that works for you
Corporate Governance
With an All India Rank from ICSI, Neelam brings deep expertise in regulatory frameworks and corporate governance practices that underpin every investment decision at CoreWealth.
Investment Strategy
Neelam shapes CoreWealth's investment philosophy, curating strategies across Mutual Funds, PMS, AIF, and now Specialized Investment Funds for high-net-worth clients.
Financial Education
A passionate advocate for financial literacy, she has spent years educating investors — with particular focus on women and first-time investors entering wealth creation.
About CoreWealth
CoreWealth
CoreWealth (ARN 301383) is a Delhi-based wealth management practice specialising in mutual funds, PMS, AIF, and Specialized Investment Funds. With distribution experience since 1999 and a client-first philosophy, we help HNI investors build disciplined, long-term portfolios.
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