C-58, 1st Floor, Palam Vyapaar Kendra, Palam Vihar
Gurgaon, Haryana 122017
Phone: +91 98119 74722
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
About Indresh Malik
Indresh Malik, is a SEBI Registered Investment Adviser (RIA) having 19+ 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 (http://www.wegmanspms.com/) as an Investment Officer.
As a financial consultant and auditor, he has a complete inside view of listed company’s working in an Indian context. He has had exposure to auditing, accounting, policy making, board meetings, regulatory filings, listing compliances, project funding, drafting the agreement, taxation, budgeting, dealing with banks & RBI approvals etc. His direct industry coverage includes medium and large sized corporate (which include listed companies, JV’s and holding companies) in numerous sectors like Airlines, Off-shore Drilling, Shipping, Real Estate, Facility Management, Educational Institution, Information Technology, Insurance Surveyors, Manufacturing, Consultancy amongst others.
As an Investment Officer with Wegmans PMS, he focused on 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 client, managing their finances basis on their financial personality, requirements and sees how they can achieve financial freedom.
He is a Fellow Chartered Accountant (FCA) from The Institute of Chartered Accountants of India (ICAI), CERTIFED FINANCIAL PLANNERCM, certified SAP consultant (FICO) and commerce graduate from Delhi University, India. In addition, he has post-qualification certifications from ICAI on IFRS, Valuation and Forex & Treasury Management. Mutual Fund Distribution Certification from NISM.
For more details, you can go to http://www.indreshmalik.com
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