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


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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.

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