SEBI Registered Investment Adviser ( Registration No.: INA100002438 )

[email protected]

About Me

My Clientele and Philosophy

I am in the business of providing Investment Advisory services to individuals and client families since 2014.

Most of my clients would fall under the Accredited Investors* category as defined by SEBI recently (Accreditation yet to be done).

* As per the definition provided by SEBI in the AIF and IA regulations, Accredited Investor means any person who is granted a certificate of accreditation by an accreditation agency who has:

  1. An annual income of at least Rs. 2 crores; or
  2. Net worth of at least Rs. 7.50 crores, out of which not less than Rs. 3.75 crores is in the form of financial assets; or
  3. An annual income of at least Rs. 1 crore and a minimum net worth of Rs. 5 crores, out of which not less than Rs. 2.50 crores is in the form of financial assets.

My philosophy is to build on the strong foundation of honest and unbiased investment advice. For this reason, I am a fee-only advisor, not involved in product sales. The advice is professional, well-researched, personalized, value-driven, trustworthy, and is always client-focused.

Our Clients, Our Commitment


We are privileged to serve some of the most accomplished and amazing individuals. To truly do justice to their trust and provide holistic personalised advice, we intentionally work with a select group—not exceeding 30 client families—so that each relationship receives the depth of attention it deserves.

Our practice grows purely through trusted relationships and thoughtful introductions.

My aspiration is to serve as an investment advisor to three types of people:

  1. Long-standing friends with whom I share a deep and enduring bond.
  2. Close acquaintances of these friends, who come through trusted and familiar relationships.
  3. Like-minded individuals—those with whom we spend meaningful time to understand and ensure a strong alignment in values, mindset, and investment philosophy.

This approach allows us to build high-trust partnerships grounded in mutual respect, shared purpose, and long-term thinking.

Fees:

I charge a Assets under Advise (AUA) based fees only, up to 2.5% of AUA as prescribed by SEBI. GST extra as applicable.

Certifications and Professional Qualifications:

NISM Certification: NISM Series V-A: Mutual Fund Distributors Certification; NISM-Series-X-A: Investment Adviser (Level 1) Certification; and NISM-Series-X-B: Investment Adviser (Level 2) Certification.

Further, I am a Fellow Chartered Accountant (FCA) from The Institute of Chartered Accountants of India (ICAI); Certified Financial PlannerCM (CPFCM); Registered Life Planner® (RLP®) from The Kinder Institute of Life Planning, USA; Certified Financial Transitionist® (CeFT®) from The Financial Transitionist Institute, USA; and a Commerce Graduate from Delhi University, India. In addition, I have post-qualification certifications from ICAI on Valuation, International Financial Reporting Standards (IFRS), and Forex & Treasury Management.

Beware of Imposters

We do not cold call, solicit business, or offer any kind of trading applications. We are not present on any promotional platforms or social media for investment services.

Please note: Indresh Malik is not responsible for any losses or damages resulting from the use of or reliance on information obtained through unofficial communication channels.

Any first contact not initiated from the official email address listed on our Contact page should be considered unauthorized and potentially fraudulent. If you receive such a message, we strongly urge you to treat it with caution—it may be a case of impersonation.