About Us

Maloo Investwise is a financial planning and investment advisory firm established in 1992. Our purpose is to guide our customers on their journey to fulfill their financial dreams. Our guidance consists of informed, professional advice on which path to take and which not to on this journey. Today, with more than 27 years of experience, Maloo Investwise is the most esteemed & trusted financial advisor 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 active portfolio management 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 financial advisor award for North cities (Tier II)”. Mutual Funds, SIP, Tax saving, long term wealth creation and other investment terms that puzzle you. You can trust us. We simplify everything.

Offline Services

Our purpose is to provide investors with information on various financial products and helping them take informed decisions and help them achieve their financial goals. 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 rigorous investment plan. The calculator determines how much and for how long shall they invest to achieve their goals. 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 fund management 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 goals.

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

Our purpose is to provide investors with information on various financial products and helping them take informed decisions and help them achieve their financial goals. 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 rigorous investment plan. The calculator determines how much and for how long shall they invest to achieve their goals. 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 fund management 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 goals.

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.

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 Individual Financial Advisor Award for North Cities (Tier II).

CA Kamal Maloo

Kamal Maloo, a learned 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 plan for every client, whatever his or her goal.

Krishan Kumar

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 Executive Director and CIO. She 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

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 Individual Financial Advisor Award for North Cities (Tier II).

CA Kamal Maloo

Kamal Maloo, a learned 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 plan for every client, whatever his or her goal.

Krishan Kumar

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 Executive Director and CIO. She 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.

Awards

Maloo Investwise is North India’s most trusted financial advisor. These prestigious awards are a testament to our eminence.

Welcome to Maloo Investwise

Disclaimer: This information will help us to contact you. Your personal information will not be shared.

Welcome to Maloo Investwise

Disclaimer: Dear Investor, By clicking on the submit button you will be redirected to our secured website. This link is provided only for the convenience of our visitors. The site has the necessary tools to help you understand your risk profile, asset allocation, and goal calculations. You will also be able to open a folio and transact online in mutual funds.

Welcome to Maloo Investwise

Disclaimer: Dear Investor, By clicking on the submit button you will be redirected to our secured website. This link is provided only for the convenience of our visitors. The site has the necessary tools to help you understand your risk profile, asset allocation, and goal calculations. You will also be able to open a folio and transact online in mutual funds.