Dr. Naresh Maheshwari

FCA | FCS | Doctorate in Options Trading

Global Authority in Capital Markets, Investor Protection & Financial Policy

Executive Profile

Dr. Naresh Maheshwari is a distinguished thought leader and institutional authority in capital markets, bringing over four decades of professional excellence, policy engagement, and academic contribution. His work spans financial markets, investor education, regulatory advisory, and international cooperation, positioning him among the most respected voices in the Indian and Asian capital market ecosystem.

Strategic Leadership & Current Appointments

  • Chairman – Farsight Group
  • Chairman – Asian Forum of Investor Education (AFIE)
  • National President – ANMI, CPAI, and DPAI
  • Developer – “Trryitt”, an advanced stock market analytics platform
  • Senior Partner – Vinod Kumar & Associates, Chartered Accountants
  • Mentor – Depository Participants Association of India (DPAI)
  • Advisor and Facilitator for Foreign Direct Investment (FDI) and Foreign Portfolio Investment (FPI) in India

Institutional, Regulatory & Policy Engagement

  • Member – SEBI Secondary Market Advisory Committee (over five years)
  • Member – SEBI Committees on IPOs, Disclosure Standards, and Listing Regulations
  • Member – Ministry of Finance Committee on Risk Assessment in Financial Markets
  • Member – Ministry of Finance Sectoral Committee representing Capital Markets on FATCA and CRS

Professional Standing & Affiliations

  • Fellow – Institute of Chartered Accountants of India (ICAI)
  • Fellow – Institute of Company Secretaries of India (ICSI)
  • Associate – Indian Institute of Surveyors and Loss Assessors (IISLA)
  • Insolvency Resolution Professional (IRP) – Insolvency and Bankruptcy Board of India (IBBI)
  • Co-Chairman – FICCI Capital Market (Secondary Market Committee)
  • Member – ASSOCHAM Capital Market Committee
  • Member – Settlement Fund Committee, National Multi Commodity Exchange of India

Global Representation & International Engagement

Dr. Maheshwari serves as Chairman – Asia of the International Forum for Investor Education (IFIE), an initiative promoted by US FINRA and the Asian Securities Forum, representing 31 institutions across 21 countries.

He has led Indian capital market delegations to Beijing and Tokyo and represented India at leading global forums including KOFIA (Korea), MAS (Singapore), ASC (Thailand), and ASF platforms across Asia.

He has delivered keynote addresses and strategic presentations at international conferences and stock exchange forums in Hong Kong, Shanghai, Korea, Malaysia, and Dubai (DGCX).

Academic, Research & Knowledge Leadership

  • Author – Handbook for Investing & Investor Protection, published by the Institute of Chartered Accountants of India
  • Publication released by the Secretary, Ministry of Corporate Affairs, Government of India
  • Visiting Faculty – Kyoto University, Japan (Asian Business School)
  • Author of 100+ research articles, policy papers, and interviews with global capital market leaders

Professional Experience

  • 45 years of professional practice as a Chartered Accountant
  • 30 years of experience as a Financial Consultant and Stock Broker

This institutional profile is curated for sovereign bodies, regulators, global exchanges, multilateral institutions, universities, and policy forums.

Just Start, Carawan will follow ....

To, bring together such intellectual, professional and youth who would like to serve the nation through their knowledge and wisdom where the core capital is competency, initiatives and the power to think out of box.
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Vision/Mission

Account 2
To provide ‘Value Added’ professional, management and people services to our clients with an ongoing focus on quality, professionalism, specialization, integrity and time frame leading to total client satisfaction.

Testimonials

“I should like to thank Dr. Maheshwari for his recent diligent work and for honoring the quoted fee. I am also amazed at the tax strategy you have implemented over the last year.”
A.K. JALAN
“Dr. Maheshwari have helped us for many years. We have always been impressed by the team’s expertise and understanding of small health care businesses. They have a personal, proactive approach to guide us with the financial running of our Practice and they are always available either via telephone or email.”
Mr. J.P. Agarwal SBI Chief Manager
“Dr. Maheshwari looked in detail at my accounting needs and helped me choose the solution that is best for me. I am very pleased with the input I received from his team and would recommend his services.”
Dinesh Joshi
“Dr. Maheshwari has been a perfect to our business. It has given us far more control of our financial information; I would recommend Dr. Maheshwari and his services to anyone looking to improve their business.”
Suresh Khandelwal
“The service from Dr. Maheshwari has been excellent and is faultless. They give us the comfort to know we are complying with the rules and regulations and if we have any queries, the team is brilliant at getting back to us and sorting it out. Dr. Maheshwari has taken all
Harish Rawat

Contact Us

Address:

17A/55, WEA, TRIVENI PLAZA, GURUDWARA ROAD, KAROL BAGH, NEW DELHI-110005