About US
Established in 2018. Malpani Investments (MI), was founded by Aditya Malpani & Anita Malpani.
MI started as a registered SEBI licensed Registered Distributor and the as a NISM Certified Investment Advisors. MI together has over 3 decades (30 yrs+) of collective work experience in financial advisory and wealth management services.
Aditya Malpani, Founder completed his MBA in Finance from SCMLD, Pune and CFA 1 (USA). He has over a decade of experience in equities & fund management. He started his career as an equity research analyst with an Asset Management Company (MNC) in Mumbai. He has also worked with a reputed family office helping them manage their assets. He is a keen observer and loves to analyse various business models. He is one of the earlier adaptors of the CFA Institute Code of Ethics and Standards of Profession Conduct in the interest of his clients. He is committed to help over 500 families to achieve their financial freedom.
Anita Malpani, Co-Founder completed her PGDBM in Finance from Symbiosis University. She has over 5 years of experience working with a well-known finance firm and a reputed financial planner firm in Mumbai. Her approach of investing & managing money, with a simple principle of compounding of wealth has helped her clients. She is passionate about spreading financial literacy and aims to empower over 50,000 people with financial literacy.
Our Mission
Is to provide financial freedom to our clients by understanding their financial goals, risk profile and return objectives. Helping them understand personal finance in order to eliminate the gap between where they are now financially and where they want to be. Also help them with the suitable investment decisions so that they can give more time to their family, health and life aspirations.
Our Values
- Clients come first
- Trust, Integrity and Transparency
- Unbiased and Independent
- Continuous Improvement
- Be responsible and accountable
Why Malpani Investments
- Goal Based Investing
- Personalized Advice
- Unbiased and Independent
- Not Product Oriented
- Trustworthy & Transparent
- Portfolio Approach
- Funds As Per Risk Profile
- Funds With Track Record
- Periodical Reviews
- Free Online Platform
A good life is one which is filled with milestones, dreams and experiences and these becomes better when you have enough money to achieve financial freedom. This requires holistic planning and careful execution to ensure your wealth grows. Financial Advisory is an art and while you work hard to earn money, you need an expert with special skillsets to ensure you money works hard for you. We at Malpani Investments get some of the best financial advice to work with you towards achieving your financial dreams.
