Monica Malkani
SEBI Registered Investment Advisor
- Role
- Sebi Registered Investment Advisor at Sebi
- Location
- Bengaluru, IN
- LinkedIn followers
- 500 followers
About Monica Malkani
With over 25 years of work experience in the corporate world and as an entrepreneur, I…
Experience
Sebi Registered Investment Advisor
Nov 2017 — Present · Bangalore, IN
As a Registered Investment Advisor (RIA) with SEBI, I provide financial advisory services to individuals and families and assist them in their financial planning and wealth creation journey. I prepare their Financial Plan, keeping in mind their long term and short term financial goals and provide them financial solutions based on their risk profile.
Skills
- Certified Financial Planner
- Insurance
- Strategic Financial Planning
- Business Development
- Risk Management
- Wealth Management
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