SEBI Registered Investment Adviser ( Registration No.: INA100002438 )

Regulatory Disclosure

Complaint Status as of 30th November 2021

Indresh Malik is a SEBI Registered Investment Adviser (Registration No.: INA100002438) SEBI requires IA’s to disclose complaint status on their homepage. Pursuant to the same, please note:


Complaint Status as of 30th November 2021 No.Of.Complaints
At the beginning of month 0
Recieved during the month 0
Resolved during the month 0
Pending at the ending of the month 0
Reason for Pendency NA


We Offer Great Services

Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Life Planning

Life Planning is a holistic approach to financial planning that leads with the PERSON not their money. It may sound obvious that a financial planner should first understand a client’s fundamental goals and values before talking about their investments or retirement plans.

Legacy Planning

Sed ut perspiciatis unde omnis iste natus error laudantium the totams rem aperiam

Redefining Wealth

Sed ut perspiciatis unde omnis iste natus error laudantium the totams rem aperiam

Life Assessment

I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Credentials

Frequently Asked Questions

Can i make a payments at the nearest your center?

Lorem ipsum dolor sit  consectetuer elit adipiscing elit sed diam nonummy nibh euismod tincidunt laoreet liquamo polor sitest consectetuer elit adipiscing nonummy .

What kind of financial advice do you give?

Lorem ipsum dolor sit  consectetuer elit adipiscing elit sed diam nonummy nibh euismod tincidunt laoreet liquamo polor sitest consectetuer elit adipiscing nonummy .

What's involved in succession planning for family businesses?

Lorem ipsum dolor sit  consectetuer elit adipiscing elit sed diam nonummy nibh euismod tincidunt laoreet liquamo polor sitest consectetuer elit adipiscing nonummy .

What should I include in a business plan?

Lorem ipsum dolor sit  consectetuer elit adipiscing elit sed diam nonummy nibh euismod tincidunt laoreet liquamo polor sitest consectetuer elit adipiscing nonummy .

Wealth Management

Sed ut perspiciatis unde omnis iste natus error elitse to voluptatem accusantium doloremque laudantium the totams rem aperiam

Investment Management

Sed ut perspiciatis unde omnis iste natus error elitse to voluptatem accusantium doloremque laudantium the totams rem aperiam

Estate Planning

Sed ut perspiciatis unde omnis iste natus error elitse to voluptatem accusantium doloremque laudantium the totams rem aperiam

Risk Management

Sed ut perspiciatis unde omnis iste natus error elitse to voluptatem accusantium doloremque laudantium the totams rem aperiam

Life Planning

Sed ut perspiciatis unde omnis iste natus error elitse to voluptatem accusantium doloremque laudantium the totams rem aperiam

Financial Planning

Sed ut perspiciatis unde omnis iste natus error elitse to voluptatem accusantium doloremque laudantium the totams rem aperiam

Need an Advice? Book an Appointment

Clients We Serve

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis.

Accomplished Professionals

Business Owners

Retirees And Pre-Retirees

Corporate Treasury Management

Testimonials

Case Studies

  • Post 1
  • Post 2
  • Post 3
  • Post 4
  • Post 5

Get in Touch

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly.

Quick Request

Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

[contact-form-7 404 "Not Found"]