SEBI Registered Investment Adviser ( Registration No.: INA100002438 )
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 |
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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.
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Indresh Helped me to understand my life’s broader picture, helped me clarified on my goals, solidified my reasons to invest and made me understand various risks and corresponding returns. I learned that getting in investment is easy part but getting out is a task, that’s why I recommend my family, friends and Clients to really choose a right advisor for them and I know one great advisor ‘Indresh Malik’
I Started Taking investment Advise from Indresh Since early 2017. I have found ,He has very professional approach towards investing , he is unbiased and very client centic. Early this year when my get son married. I withdrew some investment for his marriage and it was flawlessly planned and executed by Indresh. I feel Everybody should Have such advisor by his side.
I m impressed with his depth of understanding of various investments and his holistic approach to life and investing. Indresh has helped me to achieve more liquidity and returns, making my own money work better for me. I will highly recommend my family, friends and clients to indresh.
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.
EMAIL:
[email protected]
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