About Us
Maloo Investwise Pvt Ltd. established in 1992. Our purpose is to guide our customers on their journey to fulfill their financial dreams. Our guidance consists of informed, professional financial services. Today, with more than 27 years of experience, Maloo Investwise is the most esteemed & trusted MFD in Rajasthan.
While we do strive to ensure optimal financial growth of our clients, we look forward to developing long-term relationships while they invest with us. These 27 years, we have successfully guided a diverse range of investors – from business owners and entrepreneurs to armed forces and police personnel. We provide them Investment Services and Mutual Fund Services and diversified financial services through dynamic information management, benchmarking and continuous client reporting.
Since our inception in 1992, we have serviced more than 10,000 customers & amassed an AUM greater than Rs 500 Cr.
why Us
When it comes to managing your hard-earned money, trust matters. In fact, Trust is only what matters. With a legacy of more than 27 years, we were awarded CNBC TV18, UTIMF and ICRA’s “North India’s most trusted MFD award for North cities (Tier II)”. Mutual Funds, SIP, Tax saving, long term financial services and other investment terms that puzzle you. You can trust us. We simplify everything.
Offline Services
Our purpose is to provide investors Mutual fund services with information on various financial products and helping them take informed decisions and help them achieve their financial independence. The offline services is specially aimed at our Senior Citizen investors and those clients who are not comfortable using the digital platforms.
Online Services
The investment tracking facility our website offers is virtually real-time. Besides this nifty facility, embedded in our website is a calculator that allows investors to create a choice. The calculator determines how much and for how long shall they invest to achieve their financial independence. To further strengthen their understanding of the market and keep them informed, we also post highly informative articles. Also posted is the information regarding our various products and how our investment service process is conducted.
Products Offered
We offer our clients various financial products like Mutual Funds, Postal Schemes, Life Insurance, Health Insurance, Capital Gain Bonds, Corporate Fixed Deposits and other similar products which are required by our clients to achieve their financial independence.
Relationship-Driven
While we do strive to ensure optimal financial growth of our clients, we look forward to developing long-term relationships while they invest with us. Our diligent team ensures that your every single need and doubt is catered to.
Offline Services
Online Services
Products Offered
Relationship-Driven
our team
Dr. Ramesh Chand Maloo
Dr. Ramesh Chand Maloo is the founder of Maloo Investwise. He is a certified financial planner (CFPCM) with greater than 25 years of experience in financial management. Dr. Maloo is acclaimed for recognising the investment opportunities in the open market through his pioneering Ph.D thesis titled Analysis of Investment Opportunities - A Comparative Study of Mutual Funds, Equity and Traditional Investments. Through his illustrious career, he has also been awarded CNBC TV 18, UTI MF, and ICRA’s Best Performing MFD Award (erstwhile) for North Cities (Tier II).
CA Kamal Maloo
Kamal Maloo, a chartered accountant, heads the Operations, Client Services and Tax Planning divisions of the company. Being thoroughly educated and vastly experienced, he has developed an acute problem-solving ability. This enables him to create a rigorous financial option for every client, whatever his or her financial objective.
Krishan Kumar
Krishan Kumar is Maloo Investwise’s database and IT associate. He also manages client queries.
Kailash Maloo
The head of Business Development, he also supervises sales relationships.
Santosh Maloo
Santosh Maloo is Maloo Investwise’s CHRO. She also leads human resources and back office operation team.
Rakesh Kala
Rakesh is Maloo Investwise’s Office Administrator. Having offered his services for more than 20 years, he is our longest-serving employee.
our team
CA Kamal Maloo
Krishan Kumar
Krishan Kumar is Maloo Investwise’s database and IT associate. He also manages client queries.
Kailash Maloo
Santosh Maloo
Santosh Maloo is Maloo Investwise’s Executive Director and CIO. She also leads human resources and back office operation team.
Rakesh Kala
Awards
Maloo Investwise is North India’s most trusted financial advisor. These prestigious awards are a testament to our eminence.
