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. 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.
As a financial consultant and auditor, he has a complete inside view of the listed company’s working in an Indian context. He has had exposure to auditing, accounting, policymaking, board meetings, regulatory filings, listing compliances, project funding, drafting 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 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.
He is a Registered Life Planner® (RLP®) trained by George Kinder, The Kinder Institute of Life Planning, the USA to do extensive work with clients, exploring their life goals and dreams and helping them find ways to achieve those life goals.
Also, he is a Certified Financial Transitionist® (CeFT®) trained by Susan Bradley, the Financial Transitionist Institute, USA to help his clients going through major life transitions.
Further, he is a Fellow Chartered Accountant (FCA) from The Institute of Chartered Accountants of India (ICAI), CERTIFIED FINANCIAL PLANNERCM (CPFCM), 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.