FOUNDERs JOURNEY
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FOUNDER's JOURNEY

I am Vinay Maheshwari, AFGP, AMFI & IRDA Certified, founder of VM Invest operating work from the heart of India, centrally located in Delhi.

After doing Graduation from DU in 1996, I started my career with Job in Sales & Marketing of Auto Financing in Corporates. Best part of this kind of job was to meet many people of different Income Class and different thought process and their takeaway towards Planning Financial Goals of Life.

Understanding the upcoming need of IT products among Corporates, switched my Job in IT product selling in 1998. After attaining an experience of few years & attaining the age of 24 with only few pennies in pocket and abundance of self-confidence, created my own Start-up in May, 1999 by name of Syscom Network. Within six months, by Dec 1999, I very well understood that doing business without Finance was not an easy task. This was the time when I understood the Power of Finance in an Individual’s life. To give a Financial support in business, I took a IRDA Licence and started working part time as an Agent of LIC of India, for selling their life insurance products. I had only one vision – To be honest and hardworking towards my work and help people live their life with respect & dignity.

Earlier years of business was very struggling and I was too young to understand how to handle the competition in business. The only way I succeeded in life was the honesty towards my clients. I was in fact a very lucky person to always had helpful peoples around me, who not only guided me but also, supported me in growing my business

With each passing year, I was successful in adding many big corporate clients in IT and individuals in giving them adequate Life Insurance for their Financial security towards their family. Besides IT business, my on-going process of self-educating never stopped and which helped me attaining Certificates of AFGP (Advance Financial Goal Planning), coaching from ICICI Direct for CFP (Certified Financial Planning) & cleared my exam of AMFI (The Association of Mutual Funds in India) to work as the Mutual Fund Distributor in 2017. My good luck worked in 2018, when SEBI came up with a regulation on categoristaion of Mutual Fund Schemes. I got the opportunity to handle many new clients for their Wealth Creation. Tag line “Mutual Fund Sahi hai” was a great investment tool to on-board new clients who wants to beat inflation in long term investment with a small amount of SIP.

Today after a journey of 24 years with all my learning’s and mistakes has enlighten my thought process and helps me in using good Financial Planning tools for any individual/family from starting his career till retirement. With over 500+ families having their TRUST & FAITH has developed a kind of RESPOSIBILTY in me to handle their Investments and help them to achieve their Life Financial Goals in a stress free manner.

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