CA. Indresh Malik shares his life planning journey with Kinder Institute’s COO Lora Woodward. He is a SEBI Registered Investment Adviser (RIA) based in Gurgaon, India. Indresh is one of over 600 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation.
From a RETURN-oriented work-life to a LIFE-oriented work-life!
In their conversation, Indresh shares how he got into financial services, following in his father’s footsteps. He was introduced to Kinder Institute’s Seven Stages training program in 2015 and “there was no looking back.” He found Kinder Institute trainers conduct themselves “with empathy, compassion, and always encouragement” which is so needed in today’s world. Since earning the RLP® designation in 2017, Indresh is having more open conversations with his clients and is comfortable with anything that comes up. There’s more excitement in client review meetings, and Indresh is focused on keeping his clients’ torches burning! Indresh shares one of many client success stories and more on his personal growth coming out of the life planning process. “It changed my life completely,” says Indresh. “It has saved me many many years not doing things which I’m obligated to.” Now he tries “to move with what my heart wants to have a more meaningful life.” This is a must-watch interview with a true-believer of the life planning process who aims to spread this important work throughout India.
CA. Indresh Malik Bio
CA. Indresh Malik is a Registered Life Planner® (RLP®), Certified Financial Transitionist (CeFT®) CERTIFIED FINANCIAL PLANNERCM (CFPCM) and a SEBI Registered Investment Adviser (RIA) having 23+ years of experience in financial markets and investment consulting in various roles. Enriching his client’s lives with Financial Life Planning, Financial Life Transitions, 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. As an Investment Officer with Wegmans PMS, he focused on the client’s portfolio construction and management. He realized that all individuals are unique. So as an Investment Adviser, he with his clients need to work together over the requirements of the individual (family) client. He acts as a personal CFO for his clients, managing their finances based on their financial personality, requirements, and see how they can achieve true financial freedom. www.indreshmalik.com
Kinder Institute of Life Planning
Kinder Institute of Life Planning provides experiential training on client-centered relationship skills to financial advisors and professionals worldwide. Since it began in 2003, Kinder Institute of Life Planning has trained thousands on its life planning methodologies that deliver clients into the lives they long to live. The designation of Registered Life Planner® (RLP®) is earned by completing an entire course of study including The Seven Stages of Money Maturity® Training, the EVOKE® Life Planning Training, and a subsequent Life Planning Mentorship Program. To learn more about life planning, trainings offered by Kinder Institute of Life Planning, or to find an Registered Life Planner® professional, visit www.kinderinstitute.com.
