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  • Naresh Malhotra Professional Profile

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    Shivpratap Mourya
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    This document provides biographical information about Naresh Malhotra, who is the promoter and Managing Director of Easy Investology Private Limited. Easy Investology is one of the largest diversified financial services companies in India, incorporated in 2021 with over 3.5 billion AUM in direct equity and 1.5 billion AUM in equity mutual funds. The company has over 62 employees across its 4 offices in Mumbai, Delhi, and Pune serving over 1400 clients in India and abroad. Naresh Malhotra has almost 2 decades of experience in the pharmaceutical and financial industries, and holds an MBA as well as CFP and CWM certifications.

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    NARESH MALHOTRA PROFESSIONAL PROFILE (1)

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    This document provides biographical information about Naresh Malhotra, who is the promoter and Managing Director of Easy Investology Private Limited. Easy Investology is one of the largest diversified financial services companies in India, incorporated in 2021 with over 3.5 billion AUM in direct equity and 1.5 billion AUM in equity mutual funds. The company has over 62 employees across its 4 offices in Mumbai, Delhi, and Pune serving over 1400 clients in India and abroad. Naresh Malhotra has almost 2 decades of experience in the pharmaceutical and financial industries, and holds an MBA as well as CFP and CWM certifications.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    11 views2 pages

    Naresh Malhotra Professional Profile

    Uploaded by

    Shivpratap Mourya
    This document provides biographical information about Naresh Malhotra, who is the promoter and Managing Director of Easy Investology Private Limited. Easy Investology is one of the largest diversified financial services companies in India, incorporated in 2021 with over 3.5 billion AUM in direct equity and 1.5 billion AUM in equity mutual funds. The company has over 62 employees across its 4 offices in Mumbai, Delhi, and Pune serving over 1400 clients in India and abroad. Naresh Malhotra has almost 2 decades of experience in the pharmaceutical and financial industries, and holds an MBA as well as CFP and CWM certifications.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    of 2

    NARESH MALHOTRA

    (MBA-FIN/CFP/CWM)

    MANAGING DIRECTOR &


    PROMOTER
    EASY INVESTOLOGY PVT. LTD.

    ABOUT
    BORN
    Jan 14, 1980 EASY INVESTOLOGY
    Father’s Name:Balkrishna Malhotra
    -ONE OF THE LARGEST AND WELL
    CONTACT DIVERSIFIED HI-TECH FINANCIAL
    Phone:+91 8108506245 SERVICES COMPANY
    Email:naresh@easyinvestology.com
    -INCORPORATED IN 2021

    -WIDE RANGE OF INVESTMENT


    PRODUCTS
    LANGUAGES
    English, Hindi, Marathi,Sindhi -3.5 BILLION AUM IN DIRECT EQUITY &
    1.5 BILLION AUM IN EQUITY MUTUAL
    FUNDS,PMS AND AIF

    -MANAGE MORE THAN 1400 CLIENTS IN


    INTERESTS
    INDIA AND ABROAD
    Studying books
    Visiting different places
    -4 OFFICES IN MUMBAI,DELHI & PUNE
    Socializing with people
    Getting innovative ideas
    -PROFESSIONAL TEAM OF MORE THAN 62
    MEMBERS ON INVESTMENTS, SALES,
    MARKETING, ADMIN AND OPERATIONS
    ABOUT
    NARESH MALHOTRA

    Mr. Naresh Malhotra is the promoter and Managing


    Director, Easy Investology Private Limited.
    - In his professional career of almost 2 decades in
    pharma and BFSI Industry, Naresh Malhotra has
    handled various positions in Retail sales, channel
    development, wealth Management and NRI
    acquisition. Mr. Naresh Malhotra has worked with
    companies like Lupin, HDFC Bank, ICICI Bank
    and Indusind Bank. With a keen understanding on
    investment products, Mr. Malhotra helped lot of
    HNI and ultra HNI clients for managing their
    personal investment portfolio through out his career.
    Mr. Malhotra holds a Masters Degree in Business
    Administration. He is a certified financial planner
    and holds charter wealth manager degree too.

    -
    .

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