Indresh Malik, is a Registered Life Planner® (RLP®) and a SEBI Registered Investment Adviser (RIA) having 20+ years experience in financial markets and investment consulting in various roles. Enriching his clients lives with Financial Life Planning and Investment Advisory.

 

He started out his career in a Chartered Accountants firm and has immense knowledge in the field of auditing, business setting up and taxation. Following his passion for investing and wealth creation, he worked with Wegmans Financial Services Limited, SEBI Registered Portfolio Management Service Division (www.wegmanspms.com) as an Investment Officer.

 

As a financial consultant and auditor, he has a complete inside view of listed company’s working in an Indian context. He has had exposure to auditing, accounting, policy making, board meetings, regulatory filings, listing compliances, project funding, drafting agreement, taxation, budgeting, dealing with banks & RBI approvals etc. His direct industry coverage includes medium and large sized corporate (which include listed companies, JV’s and holding companies) in numerous sectors like Airlines, Off-shore Drilling, Shipping, Real Estate, Facility Management, Educational Institution, Information Technology, Insurance Surveyors, Manufacturing, Consultancy amongst others.

 

As an Investment officer with Wegmans PMS, he focused on client’s portfolio construction and management. He realised that all individuals are unique. So as an Investment Adviser, he with his clients need to work together over the requirements of the individual (family) client. He acts as a personal CFO for his client, managing their finances basis on their financial personality, requirements and see how they can achieve financial freedom.

 

He is a Registered Life Planner® (RLP®) trained by the Kinder Institute of Life Planning to do extensive work with a client exploring his life goals and dreams and helping him find a way to achieve them.

 

Further, he is a Fellow Chartered Accountant (FCA) from The Institute of Chartered Accountants of India (ICAI), CERTIFED FINANCIAL PLANNERCM, certified SAP consultant (FICO) and commerce graduate from Delhi University, India. In addition, he has post-qualification certifications from ICAI on IFRS, Valuation and Forex & Treasury Management. Mutual Fund Distribution Certification from NISM.