Indresh Malik, currently is working as a SEBI Registered Investment Adviser (RIA) having 18+ years experience in financial markets and investment consulting in various roles. He started out his...
http://www.indreshmalik.com/
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Indresh Malik
J-1074●●●●●● Vihar
Gu●●on , Haryana, 122017
INDIA
View this contact
Indresh Malik
J-1074●●●●●● Vihar
Gu●●on , Haryana, 122017
INDIA
View this contact
Indresh Malik
J-1074●●●●●● Vihar
Gu●●on , Haryana, 122017
INDIA
View this contact
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Indresh Malik - About Founder | indreshmalik.com Reviews
https://indreshmalik.com
Indresh Malik, currently is working as a SEBI Registered Investment Adviser (RIA) having 18+ years experience in financial markets and investment consulting in various roles. He started out his...
indreshmalik.com
Enquiry - Indresh Malik
http://www.indreshmalik.com/enquiry.html
For enquiry / tele-appointment. Initial Consultation (Do you have a financial question and want to discuss? Tax Consultation Meeting (Schedule a meeting to go over your taxes). Capital Gains Tax Consultation Meeting (Tax planning for Sale of house or other assets). Referred by a Relative Friend Client. Query / Tele-appointment *. Please write your specific query OR If you wanna schedule a call, please let us know appropriate date and time (Preferably after 48 hrs) OR Request a call back.
Philosophy - Indresh Malik
http://www.indreshmalik.com/philosophy.html
I believe in taking a holistic view of my client’s financial life while planning for their future. I would like the relationship to be a win-win arrangement of learning and growing wealthy together following the key principle listed below:. Asset Allocation: Moving portfolio from expensive assets to cheaper assets to keep the best possible mix as per clients risk-return. Tolerance and current market conditions. Automation of processes (To avoid human omission and second guessing).
Important Links - Indresh Malik
http://www.indreshmalik.com/important-links.html
Important links to relevant regulations and exchanges:. Check Registered Investment Advisers. Investment Advisers) Regulations, 2013 - SEBI. FAQs) SEBI (Investment Advisers) Regulations, 2013 - SEBI. Current Financial Health Check. SEBI Registered Investment Adviser ( Registration No.: INA100002438 ).
Services - Indresh Malik
http://www.indreshmalik.com/services.html
The investment advisory process follows different approaches depending on the client segment. Orporate treasuries, Trusts, Family offices and Foreign Portfolio Investors (FPIs). We offer customised investment solutions. We help them in systematic allocation of assets across the risk return curve. Our endeavour is to provide best investment advisory services based on clients investment mandate. Families, NRI's, Special Situations and. High Net Worth Individuals. Your current financial health check.
Location - Indresh Malik
http://www.indreshmalik.com/location.html
C-58, First Floor,. Palam Vyapaar Kendra,. Gurgaon - 122 017. B-901, Oberoi Splendor,. Jogeshwari Vikhroli Link Road,. Mumbai - 400 060. Call on: 91 124 4075054. Current Financial Health Check. SEBI Registered Investment Adviser ( Registration No.: INA100002438 ).
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Indresh Malik - About Founder
Indresh Malik, currently is working as a SEBI Registered Investment Adviser (RIA) having 18 years experience in financial markets and investment consulting in various roles. 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 ( . As an Investment Officer.
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