SEBI Registered Investment Adviser ( Registration No.: INA100002438 )

indresh@indreshmalik.com

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

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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

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Redefining Wealth

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Life Assessment

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Credentials

Frequently Asked Questions

Can i make a payments at the nearest your center?

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What kind of financial advice do you give?

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What's involved in succession planning for family businesses?

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What should I include in a business plan?

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Wealth Management

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Investment Management

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Estate Planning

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Risk Management

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Life Planning

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Financial Planning

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Need an Advice? Book an Appointment

Clients We Serve

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Accomplished Professionals

Business Owners

Retirees And Pre-Retirees

Corporate Treasury Management

Testimonials

Case Studies

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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

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