Bespoke solutions for growing businesses & individuals

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ARN – 131394

AMFI Registered Distributor

With over 2,500 schemes available in debt and equity; the choice that suits your risk category has be to apt. I can assist you choose a portfolio suiting your present and future needs. Be it restructuring or rebalancing your portfolio with respect to asset allocation of need analysis, I provide you a continuous portfolio tracker. 

Mutual Funds

Large-cap funds, mid-cap funds, small-cap funds; equity funds and debt mutual funds. Min. investment Rs. 500/- pm.


Alternative Investment Funds achieve higher investment objectives. Min. investment: Rs. 100 lacs and above.


With minimum investment of Rs. 50 lacs, you can start managing your portfolio via professionals.

Structured Products

Products including term insurance, market linked products, guaranteed plans, etc. 

Say hello to growth. It will only take a few minutes to plan your future.

How to get things rolling?

I will help you reach your goals in simple ways.
Solutions that matches to your requirement. Lets get you invested!

Let us talk  >>

Understanding your personal situations, finances: your current assets and liabilities, short term & long term goals.

Draft an action plan >>

Create an action plan for you to meet your requirements. Alternative solutions to reach your goals with exit strategies. 

Order Processing >> 

Investing in the products suiting your needs. Documentation: AOF, FATCA, NACH mandate registration & order completion.

Continuous Monitoring >>

Peer comparison, performance evaluation & meeting the investment objectives. Systematic withdrawals if needed. 

I believe! Everyone is unique.

I can help you choose an investment option according to your needs. I do not believe in one-size-fits-all agency, I will create a unique investment plan according to your current net worth and future goals.

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Contact info

Charanjit S Malik
New Delhi 

+91 98101 32818 

charanjit.malik <@>

Charanjit Singh Malik is an authorised distributor with Association of Mutual Funds of India (AMFI) vide Authroised Registration Number (ARN )131394 & Employee Unique Identification Number (EUIN) E217231. 


Mutual funds are subject to market risk please read all scheme related documents carefully.