– George Kinder
About Indresh Malik
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. Learn More
What people say
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.
About Life Planning
Financial Life Planning is the art or human side of financial planning. In Financial Life Planning, we discover a client’s deepest goals and aspirations through a process of structured inquiry.Learn More