Maloo Investwise  - Certified Financial Planner (CFP) Advisor in C Scheme, Jaipur

Maloo Investwise - Certified Financial Planner (CFP) Distributors

Member since Jul 22, 2013

About Me
Mr. Ramesh Chand Malu is the proprietor of the Maloo Finance & Investment Services. Besides being a CFP, he has done Ph.D. on ?Analysis Of Investment Opportunities-A comparative study of mutual funds v/s equity v/s traditional investments? and started my firm namely Maloo Finance & Investment Services in the year 1992. He is involved in understanding the various requirements of our clients and accordingly giving unbiased professional advice to put them on a path of wealth creation. He is also an advisor of LIC OF INDIA.
About Work Experience
Maloo Investwise Pvt. Ltd. (2018), erstwhile Maloo Finance and Investment Services (MFIS) established in 1992, is a financial planning and investment advisory firm. Its prime objective is to provide professional advice to clients in order to help them achieve their financial goals. Our diverse client database includes corporate heads, professionals, business owners and entrepreneurs, bureaucrats, and armed forces and police personnel.
Experience & Qualification
Qualification
M.Com, CFP, Ph.D
Experience as an Advisor
25 Years
Total work Experience
25 Years
Services and Advisory Offered
  • Mutual Fund

  • Certified Financial Planner (CFP)

  • IPOs, Bonds & NCDs

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
  • NSE

  • CNBC TV 18

Address
Maloo Investwise

103, 104 1st Floor, Brik Anukampa, Ashok,
Marg Opp BSNL Office, C Scheme,
C Scheme,
Jaipur,
Rajasthan, 302001

LICENSE

  Mutual Fund - ARN No. 4968 - Validity - 07-05-2021

  Certified Financial Planner (CFP) - FPSBI No. 00024406 - Validity - 31-12-2050

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